OVERVIEW

Industry: Sports Technology | Education Technology (EdTech)
Services: HubSpot Enterprise Onboarding, CRM Architecture & Configuration, Marketing, Sales, Service, Content & Operations Hub Setup, HubSpot Training & Enablement

About DragonFly Athletics

DragonFly Athletics is a sports technology company that provides an all-in-one digital platform for managing high school and youth sports and activities. Their software streamlines everything from rosters, eligibility, payments, and officiating assignments to communication tools for administrators, coaches, parents, and state associations.

By simplifying the operational side of athletics, DragonFly helps schools and governing bodies focus more time and energy on supporting student-athletes and athletic programs.

Industry Context

Technology companies serving athletics and education operate in highly complex environments—balancing compliance, communication, operations, and stakeholder relationships. As these organizations grow, they need systems that not only manage data, but also support collaboration across teams and provide a clear, scalable framework for marketing, sales, service, and operations.

For DragonFly, adopting HubSpot Enterprise was a strategic move to centralize systems, improve efficiency, and support future growth across the organization.

THE CHALLENGE

DragonFly was preparing to move a significant portion of its operations into HubSpot Enterprise across multiple hubs. While the team understood the power of HubSpot, they needed an experienced partner to ensure the platform was set up correctly from the start.

The challenge wasn’t simply implementation—it was translation.

DragonFly needed:

• A HubSpot expert who could deeply understand their business and processes
• Guidance on how HubSpot should be structured to support their workflows
• Someone who could turn conversations and ideas into clear, actionable setup decisions
• Training to ensure their team felt confident using HubSpot day to day

With multiple hubs and advanced functionality in scope, getting the foundation right was critical.

THE PROBLEM

Without expert guidance, onboarding HubSpot at the Enterprise level can quickly become overwhelming—especially for organizations with nuanced processes and cross-functional needs.

Complexity Across Multiple Hubs
DragonFly was onboarding Marketing Hub, Sales Hub, Service Hub, Content Hub, and Operations Hub (Enterprise). Each hub required thoughtful configuration to ensure alignment across teams.

Need for Customization, Not a Generic Setup
A one-size-fits-all HubSpot setup wouldn’t reflect DragonFly’s business model or internal workflows. The team needed a solution tailored specifically to how they operate.

Internal Knowledge Gaps
While DragonFly knew what they wanted HubSpot to support, translating those needs into the right objects, properties, automations, and processes required expert-level platform knowledge.

Getting this wrong would create friction down the road. Getting it right would unlock long-term efficiency and scalability.

THE SOLUTION

LeadG2 partnered with DragonFly as a HubSpot expert and trusted onboarding partner, guiding them through a structured, collaborative onboarding process designed around their business.

Enterprise-Level HubSpot Onboarding Across Five Hubs

LeadG2 led onboarding and setup for:

• Marketing Hub Enterprise
• Sales Hub Enterprise
• Service Hub Enterprise
• Content Hub Enterprise
• Operations Hub Enterprise

Each hub was configured with DragonFly’s specific processes, goals, and team structure in mind.

Custom Configuration & Strategic Guidance

• Worked closely with the DragonFly team to understand how their business operates
• Translated ideas, workflows, and requirements into actionable HubSpot configurations
• Designed a system that supports current needs while allowing for future growth

Training & Enablement

• Trained the DragonFly team on how to use HubSpot effectively
• Ensured users understood not just how to use the tools, but why they were set up the way they were
• Positioned HubSpot as a central, trusted system across the organization

Throughout the process, LeadG2 established itself as the go-to HubSpot expert—guiding decisions, executing setup, and empowering DragonFly’s team with confidence.

THE RESULTS

While this engagement focused on onboarding and foundation-building rather than short-term metrics, the outcomes were clear and meaningful.

Key Outcomes

• HubSpot Enterprise fully set up across marketing, sales, service, content, and operations
• A system customized to DragonFly’s business processes and internal workflows
• Clear structure and organization across teams and hubs
• A foundation built for scalability and long-term growth

Qualitative Wins

• Increased confidence in using HubSpot across the organization
• Improved alignment between teams
• Reduced risk of future rework or inefficiencies
• A strong working relationship that opened the door for future collaboration

DragonFly completed onboarding with a system designed for them—not a generic implementation.

Why This Matters 

For organizations adopting HubSpot Enterprise, the difference between success and frustration often comes down to how the platform is implemented from the start.

DragonFly’s experience shows the value of partnering with a HubSpot expert who can translate business needs into a customized, scalable system—saving time, reducing risk, and setting teams up for long-term success.