Optimize 3.0 Inbound Marketing Blog

Case Study: Customizing HubSpot for Yacht Brokers

Posted by Doug Kirk  Feb 10, 2026 1:00:00 PM

This client is one of the largest yacht brokerages in the Pacific Northwest. The firm represents both new and pre-owned yachts across premium brands.

Like many growing marine sales organizations, they needed a purpose-built yacht brokerage HubSpot CRM to support long sales cycles, territory-based broker assignments, and multiple lead sources. Their existing CRM lacked flexibility, adoption was inconsistent, and reporting was limited.

They partnered with Optimize 3.0 to migrate off SugarCRM, streamline sales operations, and configure HubSpot to match how yacht brokers actually work.

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Topics: hubspot, marketing, marine & yacht

The SMB HubSpot Journey: From Excitement to Overwhelmed

Posted by Doug Kirk  Jan 6, 2026 11:00:01 AM

 

I’ve worked with hundreds of small and mid-sized businesses, from sustainable clothing manufacturers to fast-growing SaaS startups, and their HubSpot journey is almost always the same.

It typically starts with excitement and optimism. The CEO decides it’s time to get serious about a CRM and HubSpot seems like the perfect choice:  It’s marketed as user-friendly and positioned as the all-in-one growth platform that will “turbocharge” the business.

However, eventually reality sets in: HubSpot is far more complex than anyone expected. Especially now more than ever with AI.  Now the platform feels overwhelming, adoption lags, and frustration builds.

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Topics: hubspot, HubSpot Tips

Inbound Marketing Agency Optimize 3.0 Becomes Diamond HubSpot Partner

Posted by Doug Kirk  Jan 11, 2019 11:22:55 AM

Optimize 3.0 announces that it is now a HubSpot as a Diamond Certified Agency Partner. HubSpot, a leading CRM, marketing, sales, and customer experience platform, works hand-in-hand with Agency Partners to grow their businesses through inbound software, services, and support.

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Topics: hubspot, Inbound Marketing Software, Topic Cluster

Content Creation Services: The Key to Your HubSpot ROI

Posted by nDash  Oct 16, 2018 10:04:00 AM

HubSpot is not an inexpensive investment. Depending on the level you choose, the inbound marketing platform can cost up to $2,400 a month (soon to be $3,200 for Enterprise). Those costs increase depending on the number of contacts you add to your portal. In addition, there's a mandatory onboarding training that costs $3,000. As these costs add up, you’ll have to ask yourself the logical question: is HubSpot worth the investment?

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Topics: hubspot, inbound marketing, content marketing, seo

Optimize 3.0 Reaches Hubspot Platinum Partner Status

Posted by Doug Kirk  Dec 15, 2015 3:47:03 PM

Optimize 3.0 an Inbound Marketing Agency located in Mamaroneck, NY has reached Hubspot Platinum Partner Level status.  Less than 5% of the agencies that partner with Hubspot hold such distinction.  Specializing in complex inbound marketing development and management for technology products and services, Optimize 3.0 has been a Hubspot partner since May 2011. 

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Topics: hubspot, Inbound Marketing Software

10 Powerful Inbound Marketing Charts

Posted by Doug Kirk  Dec 16, 2014 11:00:00 AM

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Topics: hubspot, inbound marketing, Online Marketing Essentials

Wordpress Alternatives For Small to Medium Businesses

Posted by Doug Kirk  May 20, 2013 5:33:00 PM

Have you ever contemplated what it would take to independently aggregate the most important elements of an inbound marketing campaign onto a Wordpress site?   It’s likely that small to medium businesses do this research and come out with two fairly common objections to the Hubspot software solution:

“I can do all of this on Wordpress for free”

Or

“I’m not moving my site onto the Hubspot CMS”

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Topics: hubspot, inbound marketing, CMS Marketing

Is Hubspot training enough?

Posted by Doug Kirk  Mar 21, 2013 1:52:00 PM

Inbound marketing is growing like a weed.  Many B2B companies are catching on to the benefits.  And from a pure conceptual standpoint there’s no better way to gain new visits and leads to your website.  But from my vantage point, all is not necessarily well in inbound land as it relates to training and time commitment relative to success.  Here’s what I often hear from companies:  

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Topics: hubspot, inbound marketing, Hubspot Training

10 Point Inbound Marketing Manifesto

Posted by Doug Kirk  Feb 8, 2013 8:10:00 AM

Inbound Marketing boiled down to 10 steps:

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Topics: hubspot, inbound marketing, seo

Marketing Automation Software | Find the Best Fit for Your Website

Posted by Doug Kirk  Nov 19, 2012 11:30:00 AM

As a direct result of the success of the Optimize 3.0 Hubspot Competitor Chart, we've built the Automated Marketing Solutions Decision Engine.  This interactive tool helps you determine the best marketing automation software for your website.  There are many options out there, yet until now there hasen't been an easy way to compare the differences between Hubspot, Marketo, Pardot and Eloqua based on your company's particular needs.  

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Topics: hubspot, Hubspot Competitors, Pardot, Marketo, Eloqua