Orange Marketing
When new ownership stepped into Atlantic Technology Group, one question surfaced immediately: What does the pipeline really look like? It is a simple question, but one that exposes every gap in a growing organization. At ATG, the answer was buried across email threads and multiple Google Sheets. Sales activity, project execution, accounts receivable, and reporting all lived in separate places. The system functioned, but as the business scaled, visibility narrowed and consistent client follow-through became harder to sustain.
ATG partnered with Orange Marketing to build a stronger operational foundation inside HubSpot, one designed to support how the business truly runs rather than forcing the team into a generic structure.
What was Done
Instead of applying a standard configuration, Orange Marketing built a custom dual-pipeline architecture that mirrors ATG’s real sales-to-execution workflow. Automation eliminated manual handoffs that previously created friction. Mobile-friendly access empowered field teams. Weekly client reporting became automatic rather than assembled from spreadsheets. Leadership gained real-time visibility from the first opportunity through project delivery and payment.
Just as important, the system was designed around how ATG’s distributed team already thinks and operates. Adoption took two meetings, and the platform went live seamlessly alongside active client projects.
Key results include:
- Automated weekly client reporting, replacing manual spreadsheet assembly
- Centralized visibility into all client interactions without searching email threads
- Real-time pipeline insight from initial opportunity through invoicing and payment
- Improved follow-through across sales and execution stages
The outcome is a structured, centralized single source of truth that supports stronger client service, clearer leadership insight, and scalable growth.
Read the full Atlantic Technology Group case study to see how a client-first HubSpot implementation can elevate service delivery across complex projects.
