Case studies
Work we can show you
Real engagements across HubSpot portals in logistics, financial services, telecommunications, hospitality and more. The savings figures below were measured at the time using each team’s own hours and a $50/hr baseline. They’re estimates, and we’d rather tell you that than present them as gospel.
Hometime
Hospitality“They optimised our ticketing system and pipelines, developed automated feedback surveys and created our Knowledge Bases. If you’re looking for top-notch HubSpot consultants, CogniOps should be your choice.”Coran · Head of Customer Support
The problem
Hundreds of hours a month lost to manual tasks: repeated customer questions, missed SLAs from absent notifications, multiple pipelines with no automation, and key ticket data buried.
What we built
Optimised ticketing pipelines with notifications and data updates, multiple knowledge bases, a support chatbot, a customer portal, and automated NPS and CSAT surveys.
Pineapple Net
Telecommunications“We engaged CogniOps to help us set up a range of systems and automations across marketing and customer service which from a customer engagement perspective have been transformational.”Matthew · Customer Service Manager
The problem
Support staff answering the same questions every day, spending most of their time on repetition instead of growing customer accounts.
What we built
A knowledge base of 50+ troubleshooting articles, a conversational support chatbot drawing on the same content, and an analytics dashboard tracking article and chatbot performance for ongoing tuning.
The Back Room
Accounting“We had underestimated what was required to ensure we had a fully functional portal. CogniOps built a solution that will support us into the next five years of growth and beyond.”Tessa · Head of Growth
The problem
Countless hours on manual work: populating proposal documents by hand, updating deal data, and manually emailing prospects at each stage of their journey.
What we built
A HubSpot–PandaDocs integration auto-populating proposals and service agreements across five currencies, forecasting-grade reports and dashboards, and a concierge chatbot that qualified visitors before they reached the team.
Offshored
Staffing & recruitment“CogniOps assisted us to filter through massive quantities of leads through automations and workflows, reducing the cost of staff whilst providing significant insights through reporting.”William · CEO
The problem
Over a hundred team hours a month spent populating letters of intent, generating identical invoices, and hand-updating deal fields.
What we built
Automated invoice generation via a HubSpot–Xero–Zapier integration with dynamic line items, auto-populated letters of intent with document tracking, and deal records that update themselves through the pre-sales process.
Cast Tech
Construction“They took the time to gain a solid grasp of our sales process and implemented the necessary automations to drive engagement by the team.”Alvin · Co-Founder
The problem
Manual updates to data, folders and documents across multiple platforms every time a prospect moved through the pipeline, slow, and error-prone at volume.
What we built
Deal-data-triggered automation across HubSpot, SharePoint and Smartsheet: folders created and populated, rows added and edited, and proposal turnaround time cut from enquiry onward.
Art of Mentoring
Human resources“Given the intricacies of our complex CRM, thoughtful consideration of implications was crucial, and CogniOps’ approach shone through.”Angela · Marketing Manager
The problem
Reporting so inaccurate the team couldn’t make data-driven decisions, and lifecycle stages wrong across the CRM, enrolling contacts in the wrong nurture automations and costing revenue.
What we built
An accurate lifecycle stage system wired to forms and nurture automation, plus rebuilt reports and dashboards, including redesigning how data was collected, because the old data couldn’t answer the questions being asked of it.
Monochrome
Financial services“Combining extensive knowledge and experience, CogniOps were able to save our team several hours and let us focus on the high value-adding activities that drive our business forward.”Gareth · Head of Marketing
The problem
No system for nurturing leads through the pre-purchase journey, with conversion rates dropping as prospects went cold between stages.
What we built
End-to-end lead nurturing: customer-facing automated email, sales prompts on high-value prospect behaviour, and pipeline stage automation, each targeting a specific stage from signup through post-application due diligence.
Haymes Paint
Paint & coatings“They helped us set up site tracking and build several high-value automations which are already showing great results. Always going above and beyond.”Sean · Head of eCommerce
The problem
The online store was becoming a core sales channel with zero behaviour tracking and no automation, losing revenue month on month.
What we built
Three automated journeys with dynamic, interest-based content: a welcome series for new leads, abandoned cart and browse recovery, and post-first-purchase upsell.
OrbViz
Technology“CogniOps went above and beyond to create seamless integrations and automations that will save us time and money. They solved a problem for us that we couldn’t solve ourselves.”Vanessa · Co-Founder
The problem
A new website with no visibility over prospect behaviour, qualified, engaged leads going unnoticed and revenue unrealised.
What we built
Full behaviour tracking across GA4 and Tag Manager, a lead scoring system, and nurture campaigns pairing automated email with rep prompts timed to prospect engagement.
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