The Media Shop

About The Media Shop

The Media Shop is a leading Australian media agency delivering digital advertising nationwide. Its focus is innovative display media that connects brands with their audience. Its client base was growing at the point the manual systems behind it stopped keeping up.

The problem

Sales ran on Excel and Google Sheets, which works right up until it does not. Data went in inconsistently, so tracking a deal or a performance metric meant trusting a spreadsheet nobody had reconciled. There were no dashboards and no reporting, so progress, performance and accountability across the pipeline were guesswork. As the client base grew the cracks widened: no automated workflows, no real-time reporting, and no way to see an upsell opportunity sitting in front of them.

How we approached it

Replacing spreadsheets is less about the tool than about agreeing what a deal actually is, so we started with the customer journey. We mapped it with the team to get a clear framework for how a prospect moves through each stage, then built the HubSpot Sales Pro pipelines to match that rather than a default template. Real-time dashboards came next, because the reason to leave Excel is to see the numbers without first building them. Onboarding was designed with both proactive and reactive paths, so a new client gets contact rather than waiting for a problem to prompt it.

What we built

• HubSpot Sales Pro implementation
• Customised sales pipelines built to their own process
• Customer journey map covering each sales stage
• Real-time reporting dashboards
• Proactive and reactive customer onboarding paths

What changed

Manual sales tasks halved, with the pipeline doing the tracking that used to be done by hand. Reporting efficiency doubled, so the team reads performance in real time instead of assembling it. Customer onboarding runs twice as fast on a defined path rather than an ad hoc one. Upsell opportunities rose 20%, because the pipeline surfaces them instead of hiding them in a spreadsheet.

Mick and the team at DigiKat listened to our needs and helped us design a personalised HubSpot platform that met those needs. They were patient, friendly, collaborative, and responsive. They were there to address any questions and made the process easy. Highly recommended!