Rather than overhauling an existing setup, Bryant Works partnered with storyarb to thoughtfully design and implement foundational systems in HubSpot that could scale with the business. The focus was on building a flexible framework that could evolve as the company did.

Key initiatives included:

• Advanced MRR Reporting: Developed a custom MRR tracking system within HubSpot, providing accurate, real-time revenue insights.
• Renewal Workflow Automation: Built automated workflows to manage client renewals, ensuring timely follow-ups and reducing churn.
• NPS/CSAT Integration: Integrated Net Promoter Score (NPS) and Customer Satisfaction (CSAT) surveys into the customer journey, enabling continuous feedback collection.
• Partner Program Enablement: Guided the setup of a partner and referral tracking system within HubSpot, facilitating program scalability.

The collaboration led to significant improvements in storyarb’s operations:

• Real-Time Revenue Insights: The new MRR dashboard allowed for immediate visibility into financial performance, aiding in strategic decision-making.
• Streamlined Renewals: Automated workflows reduced manual tasks, ensuring consistent client engagement and timely renewals.
• Improved Customer Feedback Loop: The integration of NPS and CSAT surveys provided actionable insights from the client throughout the partnership, driving service enhancements.
• Scalable Partner Program: The structured referral system enabled efficient tracking and management of partner relationships.

“We now have a clear view of our revenue streams and customer satisfaction levels, which has been instrumental in our growth,” Valentina shared.

“I would say accuracy of the data—trusting what I see in reports, trusting the platform—has been a huge change.”

“Knowing the money I’m spending isn’t going to waste, especially with MRR tracking, has been imperative. We can now pinpoint exactly when a client upgraded or downgraded, and that visibility is invaluable.”

Before working with Bryant Works, storyarb lacked visibility into how clients were progressing throughout their lifecycle, especially leading up to renewals. With the implementation of automated CSAT and NPS surveys and more reliable revenue reporting, they can now understand client sentiment at key points in the journey—helping them identify risks earlier, refine onboarding, and confidently forecast renewals and expansion opportunities.

“Especially when it comes to renewals—knowing how a client feels throughout the partnership because of these surveys is hugely influential.”

“We’re now able to compare quarter over quarter, see how much revenue we’re keeping, what we’ve gained from expansions, and what we’ve lost from churn. That’s essential to making better decisions.”

storyarb struggled with messy, unreliable MRR data due to the limitations of HubSpot’s out-of-the-box setup and the complexity of their own client billing scenarios. Chris from Bryant Works engineered a custom MRR solution that accounted for downgrades, upgrades, discounts, contract changes, and retention calculations—all tailored to their business model. The system was not only highly effective but also intuitive, giving their team long-term control without needing to be HubSpot experts.

“The team built one of the most custom MRR tracking systems I’ve seen in HubSpot. It’s crazy that this doesn’t come out of the box, but now we have a solution tailored to our business.”

“Even though I had no HubSpot experience, Chris was patient, never made me feel dumb, and set things up so clearly that now I can manage things myself.”

The partnership with Bryant Works has been transformative, enabling storyarb to scale smarter with systems built around their unique business needs. Their solution-first approach and deep care for client success make them an invaluable long-term partner.

“The value Bryant Works has brought to our business? Immeasurable.”

“They helped us look inward at what we really needed to succeed—and built systems that scale with us.”

“If you want to invest in a company that truly cares about your growth and success with HubSpot, work with Bryant Works.”

With a solid foundation in place, storyarb plans to further leverage HubSpot’s capabilities to optimize their operations and support continued expansion.

“The systems Bryant Works implemented have set us up for long-term success. We’re excited to build upon this foundation,” Valentina concluded.

Bryant Works’ strategic implementation of HubSpot solutions transformed storyarb’s operational capabilities, providing the tools and insights necessary for sustainable growth.