HOW BRIGHT!TAX BUILT A HIGH-PERFORMING REVENUE ENGINE WITH HUBSPOT

HubSpot Training Sessions

HubSpot Pipelines

Financial Services

Industry

The Challenge

As a global tax service provider for U.S. expats, Bright!Tax manages large volumes of inquiries across multiple time zones. Their legacy tools created disjointed handoffs, inconsistent reporting, and difficulties tracking engagement from first touch to closed client. Without centralized data or aligned processes, marketing and sales teams lacked clarity, and pipeline insights were often limited.

Bright!Tax needed a unified HubSpot environment that could bring structure, consistency, and visibility to every part of the revenue lifecycle.

The Solution

We partnered with Bright!Tax to architect a fully integrated Marketing and Sales Hub instance designed around their real operational needs. Our approach focused on building a connected system where data flows cleanly, teams follow shared processes, and every touchpoint is measurable.

From implementing global-ready tracking and branded communication assets to establishing a custom deal pipeline and enabling both teams through hands-on training, we built a cohesive foundation that supports repeatable, insight-driven growth.

Key Results:

Fully integrated Marketing and Sales Hub ecosystem
Global-ready tracking installed across key digital properties
Unified analytics through Google Analytics, ads, and social integrations
Dedicated subdomains connected for branded landing pages and email views
Authenticated email sending to support high-volume outreach
Custom landing page and email templates tailored to Bright!Tax’s brand
Updated and redeployed three critical inbound forms
Activated collected forms for complete lead capture
Refined data organization with custom properties and structured imports
Customized object views for clean, efficient team workflows
Tailored sales pipeline with clearly defined stages
Board view optimized for rep prioritization and stage visibility
Five sales documents imported for centralized access
Basic lead routing automation for faster follow-up
Marketing and sales training sessions to ensure smooth adoption
Individual rep support for inbox and calendar connection

Designing a Revenue System with Shared Visibility

We created a unified frame of reference for both teams by connecting data, aligning processes, and implementing standardized views that support consistent decision-making.

Structuring Data for High-Volume, High-Precision Operations

Clean imports, custom properties, and object-level controls ensured Bright!Tax's CRM could support complex tax-service workflows without introducing noise or redundancy.

Building a Pipeline That Mirrors the Client Journey

Each stage of the custom deal pipeline is mapped directly to the Bright!Tax service experience, giving leadership and reps clarity at every step in the client lifecycle.

Integrating Channels for Comprehensive Performance Tracking

By connecting ads, social, tracking, analytics, and email infrastructure, we delivered a single source of truth for campaign and pipeline performance.

ESSENTIAL ELEMENTS OF A

Fully Unified HubSpot System

CRM Structure

Custom properties created for Bright!Tax’s unique tax workflows.

Cross-Channel Tracking

Unified analytics across ads, social, and web.

Brand Consistency

Defaults and templates aligned to global brand standards.

Form Optimization

Rebuilt forms to improve capture, routing, and accuracy.

Email Infrastructure

Authenticated sending for reliable communication.

Landing Page Setup

Branded pages ready for rapid campaign deployment.

Pipeline Buildout

Deal stages tailored to expat tax service progression.

Sales Enablement

Sales docs centralized for quick access.

Custom Views

Role-specific layouts for marketing, sales, and leadership.

Create Record Rules

Standardized entry fields to improve data quality.

Lead Routing

Automated handoff for faster response times.

Inbox Integration

Live rep support to ensure seamless HubSpot adoption.

Conclusion

Our strategic HubSpot implementation equipped Bright!Tax with an integrated revenue platform that brings structure, clarity, and consistency to both marketing and sales operations.

By creating shared visibility across the funnel, aligning processes to the customer journey, and building a data model that supports high-volume global lead flow, Bright!Tax now operates with greater precision and efficiency. Their team is empowered with the tools, training, and structure needed to scale confidently and sustainably.

Aligned Operations

Marketing and sales now operate from a shared source of truth with unified systems and processes.

CRM Precision

Clean, structured data provides the foundation for reliable reporting and smarter decisions.

Future-Ready Infrastructure

Bright!Tax is set up for ongoing automation, scaling, and more robust revenue operations.

LET’S TRANSFORM YOUR

HubSpot Experience

If you’re ready to bring structure, consistency, and efficiency to your marketing and sales teams, we can help you get there. Market Veep specializes in strategic HubSpot implementations that unify teams and create long-term operational momentum.

Working with Market Veep gives you:

A CRM designed around your actual processes
Cleaner data and clearer reporting
Faster, more consistent lead management
Better alignment between marketing and sales
A system that scales as you grow

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