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Inclusively Cut $29K in Hub Spot Fees and Cleaned 70K+ Contacts in Hub Spot with Blu Mountain
Saved annually
Contacts cleaned up
About Inclusively
Inclusively is a leading HR tech platform that enables employers and candidates to identify the accommodations, benefits, and resources that foster success in the workplace. As the company evolved, so did its business model—shifting from a two-sided hiring marketplace toward a B2B enterprise platform helping organizations build more inclusive internal systems.
The Challenge
Over time, Inclusively’s Hub Spot environment had become increasingly complex. Their system had been built to serve multiple use cases—job seekers, employers, partnerships—but without a clear framework or process governance. As a result, their database had ballooned to over 70,000 contacts, including more than 20,000 marketing contacts that lacked segmentation or strategy.
This disorganization led to inflated costs—approaching $40,000 per year in Hub Spot fees—and misaligned internal processes. Sales, marketing, and partnerships operated in silos, reporting was inconsistent, and the platform was underutilized. The team knew they needed a reset but lacked the time and in-house expertise to take it on.
What They Needed
Inclusively needed more than just cleanup—they needed clarity. The goal was to untangle the system, reduce unnecessary costs, and establish a structure that could scale with the business. They were also approaching a Hub Spot renewal and wanted to avoid getting locked into an expensive tier that didn’t match their current usage or needs.
Why They Chose Blu Mountain
Blu Mountain was brought in based on a recommendation from another startup. What stood out to Inclusively was Blu Mountain’s ability to work at speed without sacrificing depth. “They met us where we were,” said Sarah Bernard, COO at Inclusively. “We were under pressure, moving fast, and they simplified everything.”
The Solution
Blu Mountain began by auditing the full Hub Spot setup. Within days, the team had identified critical gaps, inefficiencies, and redundant configurations. From there, they:
Streamlined Sales Pipeline
Rebuilt Inclusively’s sales pipeline to reflect their actual deal stages and eliminate clutter
Cleaned Contacts
Cleaned and recategorized over 20,000 contacts, significantly reducing marketing contact volume
Reduced Marketing Costs
Advised a shift to a lower Hub Spot Marketing tier, saving the company over $10,000 per year
Eliminated Redundant Tools
Consolidated tool usage to eliminate features that weren’t driving value
Tailored Team Documentation
Delivered customized documentation and training resources for each department
Weekly Project Tracking
Set up weekly project recaps and issue tracking to keep implementation aligned with company priorities
The Results
The transformation was immediate. With Blu Mountain’s support, Inclusively entered its renewal period with confidence—choosing a right-sized subscription that matched both current and future needs. Their contact database is now clean, searchable, and segmented for meaningful outreach. Sales and partnership teams have clear pipelines and consistent definitions of deal stages. Reporting is no longer a guessing game.
Most importantly, the company unlocked over $29,000 in annual savings from adjusting their Hub Spot tier, simplified their internal operations, and positioned themselves for more focused, efficient growth. “They helped us avoid mistakes we didn’t even know we were making,” Bernard shared.
$29k+
Saved annually
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70k+
Contacts now organized and segmented
Aligned reporting
Aligned reporting across teams
Streamlined operations
Streamlined operations and improved internal clarity
What the client is saying
‘’They operated like an extension of Inclusively,’’ she said. ‘’They understood our goals, respected our time, and made a complex system feel manageable. That’s rare.’’
Sarah Bernard
Co-Founder & coo
Inclusively
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