--- title: Quest Health Case Study description: Read about how Velainn and HubSpot streamlined marketing operations for EasyBooks to boost results and efficiency image: https://velainn.com/hubfs/AI-Generated%20Media/Images/HubSpot%20meeting%20tool.jpeg --- [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) Search toggle - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) [Follow us on Facebook](https://www.linkedin.com/company/velainncom/) [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) Search toggle [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) [Follow us on Facebook](https://www.linkedin.com/company/velainncom/) What are you looking for? [Book a meeting](https://velainn.com/meetings/anton-tverdokhlib/demo?hsLang=en) [Home](https://velainn.com/?hsLang=en) # Easy Books Easy Books is a mobile and web application designed to help small businesses manage invoicing and other accounting tasks. It helps entrepreneurs, small company owners, and accountants reduce paperwork and handle accounting smoothly by using both mobile and web applications. Service: Marketing Automation, Consulting & Support Industry: Computer Software Location: United States Hubs: Marketing ![7](https://velainn.com/hs-fs/hubfs/7.png?width=500&height=375&name=7.png "7") ## Story When I met the Easy Books team, they already had a HubSpot portal with Marketing and Content Hub. However, they required a HubSpot Expert to help them streamline marketing operations, fix data issues, find opportunities to automate current processes better, and improve workflows and email marketing results. They also had some outstanding issues with the website, so they were looking for someone to handle the website tasks. ## Solution From the beginning, I did a HubSpot audit, noticed the issues that could be fixed, and found growth opportunities. I fixed SEO issues, analyzed and merged duplicates, resolved workflow issues, and added new, fresh workflows to streamline marketing operations. I also found the best-performing landing pages and forms and focused on them to gain value quickly. I added custom marketing reports to make Mark, CEO at Easy Books, aware of Marketing results and progress. The inbound marketing strategy that was working already brought more leads and conversions. I created various workflows with automated emails based on narrow triggers and filters, created A/B tested emails and found ways to more effectively nurture a large base of contacts. ![image-png-Aug-28-2023-11-03-05-0597-AM](https://velainn.com/hs-fs/hubfs/image-png-Aug-28-2023-11-03-05-0597-AM.png?width=600&height=515&name=image-png-Aug-28-2023-11-03-05-0597-AM.png) ## Results After fixing SEO issues, Organic Search increased by 17% within 3 months. Email Open Rates rose by 28%, and Click rates increased by 32%. The client gained a better understanding of what was going on in HubSpot, which channels brought leads and customers, and improved reports and analytics. Are you interested in improving your Marketing processes? [Contact us today](https://velainn.com/contact?hsLang=en) ## EasyBooks Review Previous slide Next slide ![dd-2 (1)](https://velainn.com/hubfs/dd-2%20(1).jpg) 5.0 I have worked with Anton for a couple of years now and his response time and understanding of the work is impeccable. The quality of work is exactly what I was looking for and always delivered on time. Abstract things that come up are no problem for him to understand and execute. Anton is an integral part of the team saving us untold amounts of time, effort and money compared to the previous marketing agency which produced far less results for a lot more money. Thanks! Mark Lisburn, CEO at EasyBooks and EasyInvoice apps ## Services & Products used ![Workflow - marketing automation](https://velainn.com/hs-fs/hubfs/Workflow.png?width=600&height=515&name=Workflow.png) ### HubSpot Marketing Automation Marketing automation involves leveraging technology to enhance and simplify marketing activities, making them more efficient. It employs a unified automation platform to oversee all campaign elements from one location, covering areas like email and social media marketing, mobile messaging, and ad management, and more. [Read more](https://velainn.com/marketing-automation?hsLang=en) ![Website Report](https://velainn.com/hs-fs/hubfs/Website%20Report.png?width=600&height=515&name=Website%20Report.png) ### HubSpot Marketing Hub Marketing Hub Professional provides all the tools for marketing teams to showcase ROI, execute large-scale automated campaigns, and work together productively. At Velainn, we can consult you about Marketing Hub, find the best options to meet your Marketing needs, and, as a HubSpot Partner, provide discounts for HubSpot software subscriptions. [Contact us to know more](https://velainn.com/contact?hsLang=en) ## Marketing Automation resources ### [![How to Evaluate the CRM Company HubSpot’s AI for Service Businesses](https://velainn.com/hubfs/HubSpot%E2%80%99s%20AI%20for%20Service%20Businesses.png) How to Evaluate the CRM Company HubSpot’s AI for Service Businesses 14 Apr 2026](https://velainn.com/blog/how-to-evaluate-the-crm-company-hubspots-ai-for-service-businesses?hsLang=en) ### [![Can You Pull in HubSpot Standard Objects in Automated Email?](https://velainn.com/hubfs/HubSpot%20Standard%20Objects%20in%20automated%20emails.png) Can You Pull in HubSpot Standard Objects in Automated Email? 23 Mar 2026](https://velainn.com/blog/can-you-pull-in-hubspot-standard-objects-in-automated-email?hsLang=en) ### [![7 Best CRMs for SaaS Companies (and How to Pick the One That Fits Your Growth Stage)](https://velainn.com/hubfs/7%20best%20CRM%20for%20SaaS_en.png) 7 Best CRMs for SaaS Companies (and How to Pick the One That Fits Your Growth Stage) 01 Mar 2026](https://velainn.com/blog/7-best-crms-for-saas-companies-and-how-to-pick-the-one-that-fits-your-growth-stage?hsLang=en) ![Logo\_white](https://velainn.com/hubfs/Logo_white.svg "Logo_white") ### We help B2B tech and professional services companies turn HubSpot into a revenue engine   [![Velainn HubSpot Partner](https://velainn.com/hubfs/SVG_platinum-badge-color.svg)](https://app.hubspot.com/ecosystem/6325387/marketplace/solutions/velainn) Receive regular HubSpot best practices you can implement right away     2026 All rights reserved