Our Work
Overview
Poe Group Advisors is a highly specialized accounting advisory firm that helps accountants buy and sell CPA practices.
In addition to brokerage services, they operate an Accounting Practice Academy—positioning them as a trusted authority in accounting firm ownership transitions.
As their business matured and their ecosystem expanded, HubSpot became central to operations—but without clear operational ownership, the portal grew increasingly difficult to manage, scale, and trust. Processes were complex, automation was fragmented, and internal resources were stretched thin.
Poe Group Advisors partnered with Evenbound to simplify and operationalize their HubSpot environment, preserving its sophistication while making it easier to use, manage, and scale.
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Industry: Accounting & Real Estate
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Location: Charleston, SC
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Service Area: United States & Canada
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Company Size: 20 employees
50+
Custom Reports
12+
Custom CRM Cards
100+
Segmented Lists
The Challenge
Poe Group Advisors’ HubSpot portal was powerful but unorganized, slowing execution, increasing reliance on manual work, and limiting leadership’s visibility into automation, reporting, and day-to-day operations.
Key challenges included:
Limited internal capacity to manage, optimize, and evolve HubSpot long-term
Critical processes lived outside of HubSpot, creating unnecessary manual work
Difficulty implementing and maintaining workflows, notifications, and follow-ups
A complex HubSpot portal needed simplification—without losing its existing sophistication
HubSpot Tools We Used
Marketing Hub Enterprise
Sales Hub Enterprise
The Solution
Our team was able to operationalize their existing processes within HubSpot—reducing manual effort, improving clarity, and making the platform easier to manage day-to-day.
Key initiatives included:
HubSpot process optimization and simplification to reduce friction without disrupting existing workflows
Automation of outreach, notifications, and document follow-ups, including a DocuSign integration
Data consolidation and form optimization to standardize properties and improve data quality
Custom CRM infrastructure and enablement, including dashboards, reports, record views, and Loom-style walkthroughs to establish long-term ownership and adoption
The Results
While the partnership is ongoing, Poe Group Advisors has already seen meaningful operational improvements inside HubSpot.
Standout results include:
4 custom dashboards built for team and executive visibility
2 new record tabs (Buyer Information & NPS)
1 custom record view for improved usability
6 active workflows & automations reducing manual effort
1 major integration implemented (DocuSign)
3 fragmented properties consolidated into 1 standardized property
Improved visibility and ease of use across teams
Together, these changes transformed HubSpot from a powerful but fragile system into one the Poe Group team could confidently operate day-to-day.
