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How Supreme Group Got 7 Acquisitions Working Inside 1 HubSpot Account
Supreme Group, a PE-backed platform consolidating healthcare marketing agencies, had 5 acquired companies operating in a single HubSpot instance with inconsistent processes, broken data, and no scalable framework. MergeYourData rebuilt the entire platform — unifying 9 agencies with $500K+ in recovered pipeline within 60 days.
Client
Supreme Group
Services
Strategic Consulting, HubSpot Implementation, Multi-Entity Consolidation
Project Timeline
Full rebuild + 3 months optimization
Platforms
HubSpot (Sales Hub, Marketing Hub), Superpanel
Recovered Pipeline in 60 Days
$500K+
Agencies Unified in One Instance
9
Project Overview
Client Overview
Supreme Group is a private equity-backed platform consolidating marketing and PR agencies in the healthcare and life sciences space. Brian Shilling, EVP of Revenue Operations, oversees the platform's 9 acquired agencies operating within a single HubSpot instance.
The Challenge
Supreme Group faced a common rollup problem: five acquired companies operating in a single HubSpot instance with completely different approaches.
- Five agencies at varying stages of HubSpot adoption
- Different sales models, team structures, and use cases for the tool
- Inconsistent definitions and customized workarounds built over years
- Data integrity issues making cross-platform reporting impossible
- No scalable framework for future acquisitions
- Hidden revenue opportunities buried in disorganized data
"We quickly realized that we weren't running things in a way that was going to be scalable for all these organizations — or for potential future organizations we brought into the platform."
— Brian Shilling, EVP of Revenue Operations
Project Execution
The Solution
MergeYourData executed a complete HubSpot rebuild with a strategy-first approach:
Phase 1: Strategic Assessment
- Deep discovery across all five agencies
- Documented unique business models, sales processes, and use cases
- Created unified definitions and standardized terminology
- Built a strategic roadmap before touching any technical implementation
Phase 2: Platform Rebuild
- Architected a scalable multi-business HubSpot structure
- Standardized pipelines, properties, and processes across all agencies
- Preserved historical data while ensuring integrity
- Honored HubSpot's native functionality for maximum tool adoption
Phase 3: Training & Adoption
- Deployed Superpanel for in-app training and process documentation
- Built operating procedures accessible directly inside HubSpot
- Automated data quality flagging and opportunity identification
- Ongoing dashboard and reporting support
"Setting up HubSpot is probably not easy to do for one company, let alone multiple companies in the same instance. Partnering with MergeYourData really got us to our end goal much faster than we could have even expected."
Why It Worked
- Strategy before execution — The upfront strategic work prevented costly rework and ensured buy-in across all agencies
- PE rollup expertise — MergeYourData's experience with multi-entity consolidations meant Supreme Group didn't have to figure out the framework themselves
- Future-proofed architecture — The system was built to scale, allowing seamless integration of future acquisitions
- Adoption focus — Technical implementation only works if teams use it. Training, documentation, and Superpanel ensured adoption across all nine agencies
Project results
Results
$500K+ in Recovered Pipeline Within 60 Days
MergeYourData uncovered untapped growth opportunities — dormant accounts and unfollowed opportunities that the sales team could immediately work.
9 Agencies Now Operating in a Unified System
The scalable framework allowed Supreme Group to onboard four additional acquisitions post-rebuild with no disruption (up from 5 at project start).
Full Cross-Platform Visibility
Leadership now has a complete view of sales activities across all agencies with apples-to-apples reporting.
Data Integrity They Can Trust
"I can go back in time as far as I need to and pull reports based on closed-won deals — things like that — and my team can be really confident in that data because we know it is structured the same across all of our businesses."
Faster Team Adoption
Superpanel serves as an in-app training guide, helping new team members reference definitions, pipeline stages, and processes daily.
Client Testimonial
"Your future self will thank you for bringing in MergeYourData to help guide you through the ins and outs of the platform and build a strategy that's going to help you succeed — not only where your business is today, but also set you up for success for your potential growth path as well."
— Brian Shilling, EVP of Revenue Operations, Supreme Group
