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How The Mental Hygiene Project Scaled Revenue and Operations with HubSpot

Mental Health Hygene Happy

Industry

Consultancy & Professional services

Challenge

As The Mental Hygiene Project expanded, manual processes and disconnected tools hindered their ability to manage a consultative, multi-touch sales model. The absence of a centralized CRM led to fragmented data, lack of lifecycle visibility, and inconsistencies in deal follow-up—especially as inbound demand and RFP participation increased. Siloed marketing systems further limited insight into lead origins and client engagement, making it difficult to identify opportunities for upselling and deliver a seamless experience for HR clients.

Results

With Triario's HubSpot Implementation, The Mental Hygiene Project gained a unified platform that automated their sales process, centralized client data, and provided complete visibility into the client journey. This transformation enabled a 30% increase in upsell revenue, ensured all key delivery milestones were tracked, and empowered the team to act promptly on every opportunity. The organization now benefits from a connected, data-driven approach that supports ongoing growth and operational efficiency.

Key Product

HubSpot Implementation

30%
upsell increase
1
Single source of visibility
6
tools replaced by hubspot
Mental Hygiene Project

The Mental Hygiene Project

The Mental Hygiene Project, LLC delivers award-winning workplace mental health training, keynotes, and leadership programs to organizations seeking to foster psychological safety and resilience at work. Based in Florida, they serve HR directors and people leaders with a consultative, multi-touch sales model.

The Challenge

The Mental Hygiene Project, LLC delivers award-winning corporate mental health programs through a high-touch, consultative sales process targeting HR leaders. As demand grew and participation in RFPs became routine, the organization struggled with manual processes, fragmented data, and disjointed email marketing tools. Without a CRM, the team had limited visibility into lead sources and sales pipeline, making it difficult to follow up on deals, measure marketing effectiveness, or identify upsell opportunities. This lack of centralized data and automation created operational friction, slowed response times, and constrained their ability to scale.

The Solution

Recognizing the pressing need for operational clarity and automation, The Mental Hygiene Project evaluated CRM options to support their growth. They selected Triario for HubSpot Implementation, drawn to Triario's expertise in centralizing client data and automating sales and marketing workflows for consultative B2B models. The implementation process included mapping the full consultative sales journey, integrating advertising sources, and consolidating email marketing into a single platform. As a result, the team gained end-to-end visibility, streamlined follow-up, and automated key delivery milestones. As shared by the leadership team: “Triario helped us transform our sales and marketing processes. Now, we have complete visibility and can act on every opportunity as it arises.”

The Results

After implementing HubSpot with Triario, The Mental Hygiene Project achieved measurable improvements across their commercial and operational workflows. The organization experienced a 30% increase in upsell revenue, gained 360° lifecycle visibility, and automated their sales process with 100% of key delivery milestones tracked in HubSpot. Every client interaction is now captured, analyzed, and acted upon, enabling the team to deliver consistent, high-quality service to HR leaders. This transformation has established a scalable foundation for ongoing growth in the competitive corporate mental health space.

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