How to Make 4 Dashboards Agree on Revenue
JoinBrands runs a creator marketplace with 20,000+ contacts across 5 markets, brands buying reach and creators getting paid. They already owned Marketing Hub Enterprise. What they didn't have was a team trained to run it or a report anyone trusted. Now they have both.
WHEN THE SAME QUESTION GETS 3 DIFFERENT ANSWERS DEPENDING ON WHICH REPORT YOU OPEN — THE REPORT ISN'T THE PROBLEM. THE DEFINITION IS.
The questions JoinBrands needed HubSpot to answer
Running a marketplace isn't running 1 sales process. Brands buy, creators deliver, spend bills monthly, and refunds run it all backwards. Before Chloe rebuilt the system and trained the team, JoinBrands was working around 4 questions their CRM couldn't answer:
- Which of 20K contacts is a brand, which is an agency, and which is a creator who ended up in the sales funnel?
- When a brand's spend changes mid-month, what updates the billing, a person checking a sheet, or the system?
- A brand registers, never onboards, and nobody follows up. How many of those are sitting in the database right now?
- The board asks what we made last quarter. Why does the answer change depending on which dashboard we open?
A MARKETPLACE BILLS BRANDS MONTHLY AND PAYS CREATORS CONSTANTLY. NO NATIVE CONNECTOR DOES THAT — AND NO UNTRAINED TEAM RUNS IT.
A Marketing and Sales Hub Enterprise Build for a 5-Market Creator Marketplace
Onboarding came first. Marketing and Sales Hub Enterprise got configured around how the marketplace actually bills. Then the sales and marketing teams got trained to run it without Chloe in the room.
Monthly brand spend now reconciles itself. A custom Make integration syncs Intercom and HubSpot, updates line items, and logs refunds without anyone opening a sheet. LinkedIn Ads conversions land in HubSpot where no native connector exists. And every dashboard now names the revenue it reports.
Billing that reconciles itself, reporting that agrees with itself. And a team trained to run both without Chloe.
A Ledger That Only Counts Real Revenue
How a creator marketplace runs 20,000+ contacts through 1 system from brand signup to a reconciled monthly invoice.
Situation
JoinBrands connects brands with content creators. Brand spend lived in line items, subscriptions lived in Intercom, and nothing synced between them. Month-end billing ran on a spreadsheet, and 4 dashboards gave 3 different answers to the same revenue question.
Solution
Chloe onboarded the team onto Marketing and Sales Hub Enterprise first, then built the system around how the marketplace actually bills. A custom Make integration syncs Intercom to HubSpot and updates line items automatically. Refunds included, no manual pass.
Results
The spend a brand runs is now the invoice they get, 1 record, reconciled monthly, no re-keying. All 6,477 classified contacts carry a type, a confidence score, and a reason. And the revenue number is accurate when it's pulled — no audit, no asterisk.
WHAT JOINBRANDS SAID AFTER THE REBUILD WENT LIVE
The System Went Live. The Guesswork Didn't.
"They identify potential issues early, jump in quickly when something comes up, and always come prepared with thoughtful, practical solutions."
"5 stars!! Working with Chloe Consulting has been a great experience for our team. Managing sales and marketing, I really appreciate the level of attention they bring to everything they do. They don't just check boxes - they actually take the time to understand what we need and tailor their approach to fit their client's needs; What stands out the most is how proactive they are. They identify potential issues early, jump in quickly when something comes up, and always come prepared with thoughtful, practical solutions. It never feels generic - their recommendations are clearly based on real experience and adapted to our team's specific situation. Overall, they've been incredibly helpful in improving how we operate, and it genuinely feels like they're an extension of our team rather than an external partner. Highly recommend working with them, one of the best partners I had in my career!"
Marketing blames Sales.
Sales blames the CRM.
We fix the system — so everyone stops pulling in the same direction.
