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

What is Funnel Marketing

Posted by Doug Kirk  Dec 10, 2014 9:50:00 AM

Here’s a question I hear frequently: “what is funnel marketing?” and how does it relate to inbound marketing.

If you’ve been trying to get your head around funnel marketing, I want to help solve this little marketing mystery. In doing so, provide a clear and simple example of the funnel marketing. Moreover, explain that if used properly a sales funnel will unlock the unique powers of inbound marketing automation.

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Topics: HubSpot Tips, content marketing, marketing