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We have a proven track record of delivering high-quality solutions that drive results for our clients.
for Streamlined Consultant Management CRM Solutions by WebGuruz
Get a quick, insightful look into our strategy, execution, and the measurable results we’ve delivered for our clients.
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Management and Consulting
Midland
Oil and Gas
2015
H&J Petroleum is a trusted consulting partner in the oil and gas industry. They specialize in providing highly vetted consultants and project management teams that help energy companies execute complex drilling, engineering, and safety projects efficiently. Operating under tight timelines and strict compliance requirements, H&J helps clients like Forge Energy assemble skilled teams who deliver safely, on time, and on budget. Their approach centers around a 5-step hiring process—sourcing, vetting, skill verification, compliance, and final alignment—to ensure every consultant placed is both qualified and a cultural fit.
H&J needed a CRM system that could bring structure, automation, and transparency to their recruitment and operations workflows, without losing the personal touch that defines their brand.
Before partnering with WebGuruz, H&J’s internal processes for consultant onboarding, project assignment, and client coordination were largely manual. Each stage, from initial resume intake to consultant approval and field deployment, involved multiple teams, disconnected spreadsheets, and a high risk of missed updates.
WebGuruz implemented a custom HubSpot CRM designed specifically for H&J’s recruiting and sales processes. The new setup automated every stage, from consultant applications to client billing and placement, using a network of intelligent workflows.
Built two core pipelines, Sales and Recruiting, to further streamline consultant tracking and deal management processes.
Created customized forms and properties (Join Our Team, Consultant Approval Request, Scope of Work, etc.) mapped directly into the CRM.
Built automated workflows triggered by form submissions to ensure consistent task assignment, follow-ups, and document generation.
Added approval and status workflows for consultants, including automatic notifications for interview stages and reference checks.
Implemented streamlined PDF generation and coordinated email automation for final consultant approval and assignment.
Used the HubSpot Batch API to update large consultant datasets and validated automation in a sandbox before deployment.
HubSpot CRM Development
HubSpot Workflow Automation
Custom PDF Generation Scripts
Batch API Integration
HubSpot Sandbox Environment
WebGuruz Automation Framework
A brief look at the most impactful implementations we deployed.
Over 30 workflows were set up, covering:
Multiple HubSpot forms now sync with the CRM, automatically creating/updating contacts and triggering workflows with proper owner assignment.
WebGuruz also set up real-time dashboards and automated reminders to reduce manual work and ensure no updates were missed.
Streamlined workflows designed to automate routine tasks, reduce manual effort, and improve overall operational efficiency across teams.
The average time required to complete tasks before automation was implemented.
The average time required to complete tasks after automation was implemented.
Frequent manual entry errors due to unstructured processes.
Automated checks greatly reduce mistakes.
Large amount of time spent on repetitive manual tasks.
Automation minimizes manual workload.
Slow responses caused by manual follow-ups and delays.
Automated updates ensure much faster replies.
Productivity limited by time-consuming processes.
Automation boosts output and efficiency.
After HubSpot CRM implementation, H&J saw major operational improvements. The new system lets leadership focus on growth while maintaining a strong consultant experience.
300–400%
Consultant approvals and compliance reviews are now completed in a fraction of the previous time, reducing turnaround from ~10 days to just 2–3 days.
90%
Every consultant and client receives automated, timely updates, cutting manual follow-ups by 90%.
70%
All teams now operate from a unified dashboard, reducing internal status queries by 70%.
95%
Automated workflows replaced manual spreadsheets, minimizing data entry errors by over 95%.
8-10
Over 30 automated workflows handle repetitive tasks, saving staff 8–10 hours per week collectively.
H&J’s CRM transformation empowered their recruiting and project teams to work smarter, not Harder. What once took hours of coordination now happens automatically, from lead intake to consultant assignment, allowing the company to deliver on its promise:
“To lighten the client’s load and deliver excellence every time.”
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