Our Work
Overview
Steri-Clean is a nationwide biohazard remediation company operating in 32 states, providing high-stakes services such as crime scene cleanup, trauma response, infectious disease remediation, and hoarding management.
As they expanded nationwide, each franchise managed leads, customers, and jobs independently using spreadsheets, email inboxes, and handwritten notes. The result was limited visibility, inconsistent processes, and no reliable way for corporate leadership to understand performance across locations.
Evenbound partnered with Steri-Clean to implement a unified, franchise-first CRM instance in HubSpot to bridge visibility gaps while maintaining clean data separation between territories.
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Industry: Biohazard & Environmental Services
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Location: Hailey, Idaho
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Size: 200–500 employees | 40 franchises
40 Franchises Unified
in One HubSpot CRM
50 Employees Trained
During an In-Person 4-Hour Rollout Session
50 Custom Reports
cross 5 Executive & Franchise Dashboards
The Challenge
Before working with Evenbound, Steri-Clean had no centralized CRM architecture. Every franchise managed contacts and jobs however they saw fit, creating a fragmented operational model.
No Standard Process: Franchise owners managed leads through spreadsheets, personal email inboxes, and handwritten notes, creating inconsistent follow-up processes
Makeshift Tooling: CleanNet, their job-scheduling platform, was used as a makeshift CRM despite lacking contact management, pipelines, or automation capabilities.
Zero Corporate Visibility: Corporate leadership had no way to pull cross-location performance data. Reporting had to be pieced together manually from disconnected sources.
Fragmented Tech Stack: Each branch used a patchwork of tools, leading to data that could not be reported on or managed centrally.
Lost Revenue Opportunities: Time-sensitive service inquiries were handled manually, increasing the risk of missed opportunities.
HubSpot Tools We Used
Marketing Hub Pro
Sales Hub Enterprise
The Solution
Evenbound architected Steri-Clean’s first-ever CRM from the ground up, designed specifically around the realities of a multi-location franchise model.
Franchise-First Security: Designed a franchise-first CRM architecture with custom permissions and ownership rules that protected local data while giving corporate leadership visibility across the entire organization.
Targeted Deal Pipelines: Developed distinct sales pipelines aligned with Steri-Clean’s sales motions. One for franchise-level service jobs and another for long-cycle national contract sales.
Automated Lead Routing: Implemented smart workflows for automated contact assignment, task creation, and routing by franchise territory to improve follow-up consistency.
Operationalized Reporting: Built custom dashboards and reports to improve cross-location performance data and clarity into their pipeline activity.
Custom Field Service Integration: Executed a custom integration between HubSpot and CleanNet to automatically sync field work orders to HubSpot deal records to keep systems aligned.
Human-First Adoption Strategy: Validated the CRM through a pilot with the executive team and a single franchise before initiating a full rollout.
Intensive Staff Enablement: Delivered hands-on training for 50 employees during a 4-hour in-person session, supported by virtual follow-ups, recorded walkthroughs, and custom HubSpot documentation.
The Results
For the first time in company history, corporate leadership has real-time, centralized visibility into commercial activity across all 40 locations.
First centralized CRM ever deployed across the organization, replacing fragmented processes and creating a single source of truth across all franchises
Unified 40 franchise locations into a single HubSpot instance with custom permission structures that keep location data clean and protected
50 employees trained in person during a single 4-hour session in San Antonio — a deliberate, human-first approach to adoption rather than a remote rollout
5 custom dashboards and 50 reports give corporate leadership visibility into franchise performance and give each franchise owner a clear view of their own pipeline
Scalable onboarding structure — new franchisees can be added to the system quickly using pre-built permission sets and automated ownership workflows, without requiring a full re-implementation
Corporate leadership can now monitor lead volume, pipeline activity, and franchise performance across the organization without relying on manual reporting or spreadsheet consolidation.
