CRM BUILD & DATA CLEANUP & REPORTING INFRASTRUCTURE

The government-funded firm that couldn't see its own revenue 

Since 2020, econoomy GmbH has been helping job-seekers and aspiring founders across Germany access the government-funded coaching they're already entitled to. 20,000+ contacts. Revenue coming in. And no way to tell which leads were 
converting, which vouchers were pending, or which deals had gone cold. Chloe built the infrastructure that answered all of it.

Econoomy module 1

BECAUSE GROWING FAST AND HAVING NO IDEA WHICH LEADS ARE CONVERTING INTO REVENUE ARE NOT MUTUALLY EXCLUSIVE.

What Chloe had to solve before a single automation went live

A state-certified coaching firm with 20,000+ contacts and no way to manage any of them. Before building anything, Chloe had to answer the questions econoomy couldn't:

  • Which contacts had uploaded their AVGS voucher and which were still stalling?

  •  How do you score leads when employment status, benefit type, and service interest all change the picture? 

  • What happens when the same person reaches out from 2 different email addresses and creates 2 separate records?

  • How does a deal's value get calculated automatically when it's built from coaching hours times an hourly rate and not a fixed price?

  • When an AVGS client converts to a recurring customer, how does the handoff between pipelines happen without a rep triggering it manually?

  • How do you run a full webinar operation — registration, reminders, follow-up, nurture without a single manual email, and know exactly who attended and who didn't? 

Build My Coaching CRM
Econoomy Module 2

BECAUSE 20,000 CONTACTS WITHOUT A SYSTEM TO MANAGE THEM ISN'T A PIPELINE. IT'S A LIABILITY.

From a database nobody could read to a revenue infrastructure that runs itself

Chloe built econoomy's HubSpot CRM from scratch. Contact properties mapped to the AVGS intake process (service interest, employment status, voucher upload), a lead scoring model from 1 to 100 with Hot/Warm/Cold labels in Sales Workspace, and a deduplication automation to catch the same person arriving from 2 different email addresses.

The deal pipeline was built around how AVGS coaching revenue actually works: deal value calculated automatically from coaching hours times the hourly rate, not entered manually. A second pipeline handles recurring customers, with an automated handoff from the AVGS pipeline so no one falls through the gap between a first engagement and a second.

Zoom was integrated directly into HubSpot and built into a fully automated webinar operation. Anyone who registers gets a calendar link automatically. Reminder emails go out before the webinar. After it ends, attendees get a summary email. Anyone who registered but didn't show up gets a separate nurture sequence. Registered vs. attended. Segmented at 100% accuracy, every time, with no manual intervention.

On top of all of it: 50+ automations across contact, lead, deal, email, and lifecycle workflows. 6 dashboards covering data health, marketing, sales, finance, webinars, and advising. Google Ads and contact forms connected at the source. One system. Every lead channel accounted for.

From a contact database no one could manage to a CRM that calculates AVGS revenue automatically, runs the entire webinar operation, scores every lead, and shows exactly what's happening at every stage. 

Build My Coaching System

The results

WHAT CHANGED AFTER THE PIPELINE WENT LIVE

What Chloe built after econoomy's CRM went live from scratch.

0K +

Contacts brought into a single, scored, deduplicated CRM — 
with Hot/Warm/Cold labels and lifecycle stages applied 
automatically.

0+

Sales and marketing automations live across contact, lead, deal, email, and lifecycle workflows.

0

Dashboards built — data health, marketing, sales, finance, webinars, and advising. All connected. All live.

0

Pipelines running in sync, AVGS coaching and recurring customers, with an automated handoff between them.

The coaching firm that couldn't see its own revenue

How a state-certified AVGS coaching firm got full pipeline visibility and a revenue system that runs itself. 

Situation

econoomy GmbH has been matching job-seekers and aspiring founders to government-funded AVGS coaching since 2020 nationwide, at scale. No pipeline. No lead scoring. No visibility into which vouchers were pending, which deals had closed, or which leads were worth following up. 

Solution

 A full HubSpot CRM build — AVGS-specific contact properties, a 1–100 lead scoring model with Hot/Warm/Cold labels, automated deal value calculation (hours × hourly rate), dual pipelines with automated handoff, and 50+ automations across the full lifecycle. Plus a Zoom–HubSpot integration that runs the entire webinar operation automatically: calendar links, reminders, post-webinar summaries, and a nurture track for no-shows with registered vs. attended segmented at 100% accuracy, every time. 

Results

Clean processes, transparent reporting, and full visibility into daily operations from a system that calculates AVGS revenue automatically and runs without manual intervention. 

What clients say

The System Went Live. The Blind Spots Didn't Survive.

Eleni

"Outstanding HubSpot expertise and reliable support."

She supports us with CRM implementation, HubSpot onboarding, email marketing, and sales andmarketing alignment in an excellent way. What I value most is her structured approach, quick response time, and ability to clearly implement even complex requirements. Thanks to her support, we now have clean processes, transparent reporting, and much better 
visibility in our daily operations. Absolutely recommended.

 Eleni Klaliotou 

 Managing Partner @ econoomy GmbH 

Marketing blames Sales.
Sales blames the CRM.

We fix the system — so everyone stops pulling in the same direction.

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