Unlocked
Data Model
Right-fit architecture for the firm
2
HubSpot Hubs Activated
Marketing and Sales Hubs
Entire Org
Teams Trained
Full organization HubSpot training
Eliminated
Automation Bottleneck
Clear roadmap for acceleration
The Challenge
Where Things Stood Before
A Platform That Was Supposed to Help Was Holding Them Back
Shaun Jones didn't get into financial services to wrestle with software. As President and CEO of Jones Fiduciary Wealth Management, he built a firm grounded in trust, fiduciary responsibility, and genuine care for the humans he serves. But when it came to the technology behind the scenes, things weren't matching the quality of the work his team delivered every day.
They had HubSpot. It just wasn't doing what it needed to do. A previous agency had set it up, but the implementation was incomplete. Automations were underbuilt. Processes were half-finished. The system that was supposed to streamline operations was creating more questions than answers. And when the team tried to self-teach their way through it, the gaps only got wider.
The whole team was new to HubSpot, and there was no foundation to build on. Without proper training or a clear data model, every attempt to move forward felt like guessing. Lead magnets couldn't get turned on. Workflows couldn't fire correctly. The tools that should have been accelerating the firm's growth were actively bogging it down.
For a firm with fewer than 10 humans, that kind of friction hits hard. Every hour spent troubleshooting a CRM is an hour not spent on financial planning, client relationships, or the high-value work that actually grows the business. Shaun knew the potential was there. He just needed the right partner to unlock it.
The Solution
What We Built Together
The Right Partner to Unlock What Was Already There
When Jones Fiduciary Wealth Management connected with Sidekick Strategies, the first conversation wasn't about features or deliverables. It was about understanding: what had been tried, what wasn't working, and what "working the way it should" actually looked like for a growing wealth management firm.
The engagement covered two critical areas: HubSpot Training and Coaching, plus Implementation and Migration. This wasn't about layering more tools on top of a broken foundation. It was about rebuilding that foundation correctly and making sure every human in the organization could stand on it with confidence.
On the implementation side, the team activated two hubs: Marketing and Sales. The Marketing Hub got properly configured to support lead generation, nurture sequences, and the lead magnets that Shaun's team had been trying to turn on for months. The Sales Hub gave the firm clear pipeline visibility, so opportunities didn't slip through the cracks and every prospect got the follow-through they deserved.
But the real breakthrough was the data model. Sidekick worked with Shaun to design a data architecture that actually fit how a fiduciary wealth management firm operates. Not a generic template. Not a one-size-fits-all setup. A model built around the specific relationships, workflows, and reporting needs of his business. That single piece unlocked everything else.
Training wasn't a one-and-done session. It was organization-wide. Every human on the team got equipped to use HubSpot with confidence. No more one person holding all the knowledge. No more guessing which button does what. The entire organization went from "we have HubSpot" to "we know how to use HubSpot."
What made this work wasn't just the technical expertise. It was the partnership. Shaun put it simply: "Working with Sidekick Strategies unveiled the real power of HubSpot and allowed us to layout a roadmap for automating." That's not a vendor relationship. That's a team that helps you see what's possible and then builds the path to get there.
The Results
The Transformation
The Bottleneck Is Broken and the Roadmap Is Clear
The transformation at Jones Fiduciary Wealth Management isn't measured in a single headline number. It's measured in what's now possible that wasn't before. The data model that had been missing for months, the one that was blocking every automation and every workflow, is finally in place. And with it, the entire trajectory of the firm has shifted.
The automation bottleneck is gone. Where Shaun's team used to hit a wall every time they tried to build a sequence, create a workflow, or turn on a lead magnet, they now have a clear, clean foundation to build on. The roadmap for automating isn't theoretical anymore. It's actionable, and the team knows exactly how to execute it.
Time savings are already showing up across the organization. With proper HubSpot training for the entire team and a data model that actually fits how the firm operates, manual workarounds are disappearing. The humans doing the work are spending their energy on financial planning and client relationships, not on fighting their CRM.
Team productivity has taken a visible step forward. When everyone understands the tools and the tools are set up correctly, work flows differently. Handoffs are cleaner. Follow-ups happen on time. Nothing falls through the cracks because the system is finally working with the team instead of against them.
It's still early in the journey, and the biggest wins are ahead. But that's exactly the point. Jones Fiduciary Wealth Management isn't stuck anymore. They've got the foundation, the training, the data model, and the roadmap. Now it's about building on top of it, and with Sidekick as a partner, the ceiling just got a whole lot higher.
“Working with Sidekick Strategies unveiled the real power of HubSpot and allowed us to layout a roadmap for automating.”
Shaun Jones, President & CEO, Jones Fiduciary Wealth Management
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