+20%
Revenue Growth
In partnership with Sidekick Strategies
Ongoing
Partnership Duration
Continuous optimization, not a one-time fix
2
Teams Trained
Sales team and leadership aligned on HubSpot
Weeks
Time to First Campaign
Prospects loaded and marketing launched fast
The Challenge
Where Things Stood Before
Probate bonds aren’t a volume business, and Probate Bond Pros knew it. Every deal is high-touch, compliance-heavy, and time-sensitive—exactly the kind of work that leaves no margin for fumbling around in a new CRM.
When they decided to implement HubSpot, they were starting from absolute zero. No legacy system to import, no messy database to clean up—and no internal HubSpot expertise to lean on. For a lean team of fewer than ten people, that blank slate was both an opportunity and a serious risk.
They couldn’t afford to burn weeks clicking through generic tutorials, guessing at which objects, properties, and workflows might matter for a probate bond business. A one-size-fits-all setup would have meant cluttered pipelines, irrelevant fields, and a tool the team would quietly abandon after the first rush of urgent client work.
The real problem wasn’t just learning HubSpot—it was adapting HubSpot to a niche, regulated, relationship-driven business. They needed someone who could speak the language of probate bonds, map that to the right data structure and automations, and then train a small, busy team to actually use the system in their day-to-day. Anything less than a tailored, hands-on onboarding would have left HubSpot as just another unused subscription.
“We didn’t just need HubSpot turned on—we needed it to think like a probate bond specialist from day one.”
The Solution
What We Built Together
Probate Bond Pros skipped the trial-and-error phase and went straight to Sidekick Strategies for their HubSpot implementation—no guesswork, no wasted time.
George started by deeply understanding the probate bond space: what defines a qualified prospect, how the sales cycle really unfolds, and what information the team needs instantly. With that insight, he configured HubSpot around Probate Bond Pros’ actual processes instead of forcing them into a generic CRM mold. Prospects were imported, custom pipelines were built, and marketing was set up to execute from day one.
Training was delivered to both the sales team and leadership, ensuring everyone shared the same view of data, dashboards, and goals. With executives and frontline users aligned, adoption wasn’t an issue—the team didn’t just have HubSpot; they truly owned it.
“We didn’t waste months trying to figure HubSpot out on our own. George built it around how we actually sell, and our team took ownership from day one.”
The Results
The Transformation
A 20% revenue surge transformed Probate Bond Pros from a small, reactive financial services team into a growth-focused operation. With a functioning lead generation engine in HubSpot, targeted marketing campaigns, and a system aligned to how the team actually works, they shifted from waiting for inbound calls to proactively reaching their ideal clients. The ongoing partnership with Sidekick Strategies continues to refine and expand what’s possible in HubSpot, turning initial wins into a sustained growth trajectory built on trust, measurable results, and shared ambition.
“George’s ability to make our dreams come true wasn’t a one-time event. It’s an ongoing relationship built on trust, results, and a shared commitment to growth.”
“George and his team are the dream team when it comes to Hubspot implementation and customization.”
Darren Vermost, President, Probate Bond Pros
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