ADVI Health
|Growth-stage advisory firm
|United States
200+
CRM optimizations delivered
90%
Deliverable compliance rate
< 1 hr
Critical issue response time
2+ yrs
Continuous partnership
ADVI Health, a healthcare advisory firm, had invested in HubSpot but their portal had grown organically without governance. Data quality was deteriorating—duplicate records, incomplete deal information, and inconsistent property usage made it impossible to trust the numbers in reports.
Their revenue team was making decisions based on dashboards they couldn't fully rely on. Deal amounts weren't syncing correctly, booking reports required manual reconciliation, and there was no systematic way to audit portal health. When leadership asked for pipeline reports, the team spent hours manually verifying data before presenting.
ADVI needed more than a one-time cleanup. They needed an ongoing partner who could maintain CRM excellence as their business scaled—someone who understood both the technical platform and the healthcare advisory business well enough to proactively identify issues before they impacted revenue decisions.
We established a comprehensive CRM maintenance and optimization program built around three pillars: data quality, executive reporting, and continuous improvement.
First, we conducted a deep portal audit and built a custom data quality dashboard to monitor duplicates, incomplete records, and invalid data in real time. We implemented deal amount sync validation, solution industry properties, and deal split tracking to ensure revenue attribution was accurate down to the individual rep level.
From there, we provide ongoing ad hoc HubSpot administration—everything from workflow automation and form tracking to weekly booking reports and custom dashboards for executive decision-making. When ADVI's needs evolved in 2026, we restructured the engagement to focus on what mattered most: executive reporting, special initiatives, and responsive CRM support with a one-hour SLA for critical issues.
The relationship runs on weekly meetings, a dedicated project manager, and a shared task system with over 200 tracked items—ensuring nothing falls through the cracks.
200+
CRM optimizations delivered
90%
Deliverable compliance rate
< 1 hr
Critical issue response time
2+ yrs
Continuous partnership
“Media Garcia came in and really reimplemented our HubSpot CRM such that now we get meaningful results. It's part of our workflow from lead generation through to closing business, and it automatically flows into our accounting system. I wish we'd started with them from the very beginning—we would have gotten to a functional CRM so much faster.”
Ben Shand
Head of Business Development, ADVI Health
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