Tampa Bay Aviation (Summer 2026)

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Tampa Bay Aviation needed a clearer CRM strategy to support lead management, customer follow-up, website form submissions, reporting, and long-term growth. The business needed to evaluate CRM options, organize existing form and lead data, and prepare for a cleaner migration before moving forward with implementation.

• Evaluate CRM options and recommend the strongest platform fit. 
• Improve visibility across inquiries, leads, customers, and follow-up activity. 
• Organize website forms, fields, submission history, and CRM data requirements. 
• Create a structured migration plan to support sales, marketing, operations, and reporting. 
• Reduce the risk of inconsistent data, missed inquiries, and incomplete contact records. 
• Build practical documentation to support implementation, adoption, and future CRM management.

• Researched CRM platforms and evaluated options based on usability, scalability, integrations, form management, reporting, and operational fit. 
• Recommended HubSpot as the preferred CRM based on its ability to support lead tracking, marketing workflows, contact management, and reporting. 
• Developed a structured CRM migration approach covering form review, field mapping, submission history, data cleanup, and implementation planning. 
• Created CRM planning tools, field mapping resources, form inventory trackers, and QA checklists. 
• Identified migration risks related to duplicate fields, incomplete records, unclear ownership, and lost form submission history. 
• Translated technical and operational details into clear recommendations, priorities, and next steps for leadership decision-making.

• Provided leadership with a clear CRM direction and platform recommendation. 
• Moved the project from CRM evaluation to a structured HubSpot implementation plan. 
• Improved visibility into forms, fields, data flow, submission history, and migration risks. 
• Created practical tools to support CRM setup, testing, team adoption, and long-term ownership. 
• Strengthened the foundation for lead management, customer follow-up, reporting, and marketing operations. 
• Positioned the business for a more scalable CRM system as inquiry volume and operational needs grow. 

• Led CRM research and platform evaluation for a growing aviation business. 
• Assessed CRM needs across lead tracking, customer follow-up, website forms, and reporting. 
• Recommended HubSpot as the preferred CRM based on usability, scalability, integrations, and marketing operations fit. 
• Created a structured CRM migration plan to support implementation and adoption. 
• Organized website forms, fields, submission history, and CRM data requirements. 
• Developed field mapping, form inventory, and CRM planning tools. 
• Identified migration risks related to duplicate fields, incomplete records, unclear ownership, and lost form submissions. 
• Created QA checklists and implementation recommendations for CRM-connected forms. 

• CRM platform research and recommendation. 
• HubSpot migration planning framework. 
• Website form inventory and ownership tracker. 
• CRM field mapping and field definition document. 
• Form submission history and data retention recommendations. 
• CRM implementation checklist and QA review process. 
• Lead capture and form connection review. 
• Contact property and data organization recommendations. 
• Migration risk summary and next-step planning document. 
• Leadership-ready CRM strategy and implementation recommendations.