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We have a proven track record of delivering high-quality solutions that drive results for our clients.
For streamlined Coworking and Office Space Solutions by WebGuruz
Explore a brief, impactful overview of our strategic approach, flawless execution, and the measurable results we consistently deliver.
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Coworking & Office Space Solutions
Office Space and Business Solutions
Midland, Texas
Available
Petro Suites provides ready-to-move-in office spaces and virtual offices across Midland, Texas. Their fully furnished workspaces, conference rooms, and membership plans cater to small businesses and professionals seeking flexibility and speed.
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.
Petro Suites managed dozens of website forms and follow-ups manually, from office tours to membership trials. This resulted in lost leads, inconsistent follow-ups, and limited reporting visibility.
Our team implemented a centralized HubSpot solution that automated forms, pipelines, workflows, and reporting across all Petro Suites operations.
Unified 30+ forms via HubSpot integration
Automated deal creation & stage updates
Created a 3-level reference automation system
Built multi-step applicant tracking workflows
Developed dashboards for pipeline metrics
Centralized email, call, and note logging for complete team visibility
Connected 30+ web forms (Schedule a Tour; Free Trial—Office/Conference; Virtual Office inquiries; Business Growth forms; HR applications; NPS & referral).
Built the “PS Member” multi-stage pipeline: Lead → Contact Made → Tour Scheduled → Tour Completed → Application Sent → Application Returned → References Checked → Qualified to Buy → Quote Sent → First Payment Secured → Follow Up → Contract Renewed → Closed Lost.
Implemented 12+ workflows across tours, applications, references, virtual offices, referrals, and HR hiring.
A clear breakdown of the measurable improvements delivered through the new automated CRM ecosystem.
Inconsistent submissions made it hard to track new leads.
All submissions are synced into centralized digital forms.
Follow-ups were missed or delayed due to manual reminders.
Follow-ups are auto-routed with clear ownership.
Admin workload was high because processes required manual effort.
Workflows handle repetitive tasks, reducing manual workload.
Tasks were delayed because follow-ups weren’t automated.
Instant tasks and notifications ensure faster follow-ups.
Data was stored in spreadsheets, making it error-prone and messy.
Data is stored in a structured CRM database for accuracy.
There was no unified system, leading to confusion and gaps.
Real-time dashboards provide clarity and visibility.
Our solution generated powerful, data-backed results that transformed Petro Suites’ lead management and operational workflows.
100%
All website forms now sync flawlessly with HubSpot, ensuring every inquiry is captured in real time with zero delays.
0%
Automated validation rules eliminate missed submissions and duplicate entries, ensuring clean, reliable lead data.
60%
Lead routing, task creation, and notifications are now automated—reducing manual workload for staff by over 60%.
100%
Every lead is assigned to the right owner within seconds, with automated tasks eliminating follow-up delays.
24/7
Live dashboards track leads, KPIs, and team activity round-the-clock, improving clarity and decision-making.
WebGuruz’s CRM setup gave Petro Suites a complete automation ecosystem, connecting marketing, sales, and HR into one streamlined system.
“The result is efficiency, visibility, and scalability for every customer and candidate journey.”
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