Bryant Works began by listening carefully. The team focused on designing an onboarding process that gave Vori what their previous setup lacked: visibility, task ownership, and practical usability.

Key improvements included:

• Centralized onboarding workflows: All key milestones and tasks were built into HubSpot, giving internal teams a single source of truth.
• Enhanced visibility into onboarding status: Teams could better track progress and identify blockers.
• Workflow improvements: HubSpot automations were configured to surface the right information at the right time, empowering the team to act quickly and consistently.

While Vori is still optimizing its HubSpot setup, the improvements already made have significantly reduced onboarding friction. Tasks are more clearly assigned, workflows are easier to manage, and internal confidence in HubSpot has grown.

“I’m not constantly asking, ‘Where is this customer in the process?’ anymore. We’ve got better visibility, and that gives our team more control.”

Additionally, Chris’s consultative and educational approach helped Ellery build long-term skills.

“It’s not just a tech solution—it’s a partnership,” she said.

Vori is now focused on further refining the top part of their customer journey—from initial quote to signed contract—to streamline how prospects move into active onboarding.

Knowledge base improvements are also underway: Vori recently launched a help desk but is working through issues with article search functionality. Bryant Works is providing guidance on keyword optimization and tagging strategies.

Through thoughtful collaboration and expert implementation, Bryant Works helped Vori turn an underperforming HubSpot instance into a powerful onboarding engine. The result? A more confident team, faster time-to-value for new customers, and a platform Vori can continue to grow into.