Clear Summit Group

Clear Summit Group is a Canada-based consulting Service Provider that helps franchise brands succeed. An ongoing client relationship that began in 2021 with a meeting focused on HubSpot help, followed by monthly retainers and continued support through 2024.

Service: Marketing Automation, Consulting & Support

Industry: Consulting & Coaching, Professional Service Company, Franchise

Location: Canada

Hubs: Marketing

HubSpot Support - CSG

Challenge

Clear Summit Group required ongoing HubSpot support and optimization. It consisted of monthly task assistance, relationship continuity across team changes, and partner-style guidance that adapts as different stakeholders become involved. 

What Velainn delivered

1. Ongoing HubSpot support

The first meeting on the account was explicitly to “Speak about HubSpot help,” which indicates the relationship started as service-led support rather than generic sales outreach.  The long sequence of monthly retainers from September 2021 through late 2024 reinforces that this was sustained delivery work over time.

2. Marketing Hub Optimization for better conversions

Velainn optimized nurturing workflows and marketing emails, helped with list segmentation and enrichments, and built A/B tests to get better conversion rates

3. Continued advisory value after core delivery

Even after the main retainer period, the account remained active through HubSpot-related outreach and advisory communication.  In 2024, Anton sent Clear Summit Group information about HubSpot pricing changes specifically framed as useful for their new clients, indicating the relationship had evolved from direct support into ongoing partner-style guidance

Results

  •  better segmented lists with a focus on clean data and deliverability
  •  +29% in open rates and +17% in conversion rates
  • improved lifecycle stage segmentation and automations
  • CSG got help with HubSpot plans and better resource allocations
  • HubSpot's ongoing partnership contract, which helped CSG save time and budget

Why this matters

For many service businesses, HubSpot success is not about one dramatic implementation milestone. It is about having a reliable partner who can step in repeatedly, support changing teams, and keep HubSpot useful over time. The Clear Summit Group case study supports that kind of story: Velainn appears to have been a dependable HubSpot service partner that Clear Summit Group continued to work with across multiple years.

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Velainn Service used

HubSpot Sales Analytics Example

HubSpot Support & Consulting

Velainn supported Clear Summit Group with ongoing HubSpot services over multiple years, providing trusted, hands-on support, maintaining continuity amid changing stakeholders, and delivering the kind of reliable support that turned a first HubSpot-help conversation into a long-running client relationship.

Read more about HubSpot Support from Velainn

Clear Summit Group Reviews

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5.0

Velainn team is an extension of my team and helps do any Hubspot marketing maintenance that we need. They reduced my time doing marketing operations and suggests ideas from time to time as well. Definitely recommend

Laura Vodvarka, CMO at Clear Summit Group
1714688187102
5.0

We have been working with Anton for a few years now. He helped us when we transitioned all our brands to HubSpot as a CRM. The work was completed on time and following best practices recommended by Anton when applicable. Currently, he helps us with ad-hoc work to make our customers' experience better.

Javier Barragan, Marketing & Analytics at Clear Summit Group