When a national financial advisory firm found themselves tangled in a confusing web of HubSpot tracking issues, they turned to ModeForge for clarity. Like many growing companies, they had multiple marketing stakeholders and legacy systems—resulting in overlapping HubSpot accounts, unclear embed setups, and reporting that didn’t quite add up.

It wasn’t a large project, but it was an important one. Improper tracking was impacting confidence in marketing performance data, and their team just needed someone to explain what was happening—and fix it—without disrupting daily operations.

That’s where we came in.

At ModeForge, we love solving these kinds of puzzles, especially when they give us the opportunity to be helpful and build trusted relationships. Our goal was simple: bring clarity to the client’s HubSpot setup, restore tracking accuracy, and do it all with zero marketing downtime.

The client had three clear goals in mind when they reached out:

1. Understand the technical setup — What’s the difference between using the HubSpot plugin vs manually embedding the tracking script? Could multiple accounts be conflicting with each other?
2. Fix the tracking — Get accurate, consolidated HubSpot tracking working across their primary website pages.
3. Avoid disruption — Make the fix without interfering with live marketing activities, including lead capture forms, analytics, and automated workflows.

We knew the stakes weren’t just technical—they were operational. And most of all, we wanted the client to walk away not just with a solution, but with peace of mind.

To achieve those goals, we delivered a streamlined and consultative set of services:

• Tracking Architecture Review
  We conducted a quick but thorough review of the current HubSpot installation, noting where tracking pixels had been placed, whether multiple HubSpot accounts were present, and how the code was being deployed.
• Plugin vs Embed Clarification
  This turned out to be a key point. We explained the differences between using the HubSpot WordPress plugin and manually adding the embed code—clarifying that doing both can lead to duplicate tracking, inflated visitor counts, or broken attribution.
• Seamless Tracking Installation
  With the path forward clarified, we installed HubSpot tracking correctly—across the entire site—in under 10 minutes. The fix was fast, effective, and fully aligned with HubSpot’s best practices.
• Subdomain Conflict Prevention
  We also checked for potential conflicts with HubSpot-hosted content on a subdomain, ensuring that the client’s blog and landing pages would continue to work in harmony with the updated tracking setup.
• Clear Communication and Support
  Perhaps most importantly, we made sure the client understood every step of what we were doing. This wasn’t just a fix—it was an opportunity to empower their team for the long term.

Here’s what we accomplished together:

• Accurate HubSpot tracking installed across the site, with no duplicate scripts or reporting errors.
• Internal clarity about how their marketing technology stack works—and how to manage it going forward.
• No interference with live marketing operations, forms, or analytics. Everything continued to run smoothly.
• A grateful client team, with this response from their marketing manager:
  “That makes perfect sense—thank you so much for breaking it down. I really appreciate the clarification…”

While it wasn’t a massive project, the impact was meaningful. With tracking now accurate and architecture clarified, the client could move forward confidently.

This project reminded us that no challenge is too small when it’s blocking your progress. From the beginning, our client wasn’t looking for a vendor—they were looking for a partner who would listen, explain, and make things better.

Some of the highlights from our collaboration included:

• Fast turnaround with zero confusion — The entire issue was diagnosed, explained, and resolved in less than 48 hours.
• Clear, kind communication — We kept things simple, avoided jargon, and made sure the client team felt confident in every decision.
• Proactive mindset — Rather than just patching the issue, we looked deeper, checked for downstream conflicts, and offered suggestions for future improvements.

At ModeForge, we treat every client interaction as a relationship—not a transaction. Whether we’re solving a small tracking issue or designing a full-scale marketing strategy, our goal is to be helpful, trustworthy, and easy to work with.

In today’s marketing world, companies depend heavily on tools like HubSpot to power their campaigns, manage contacts, and measure success. But when the underlying setup isn’t right, those tools can become a source of frustration—or worse, misinformation.

This project matters because it highlights a common pitfall: when marketing technology is unclear, teams lose confidence in their data. That affects strategy, reporting, and ultimately results.

By stepping in with clarity, speed, and a helpful attitude, we were able to restore trust in the system—and in the client’s own ability to manage it moving forward.

With tracking working as intended, the client now has a clean foundation to build on. Whether they want to expand their use of marketing automation, launch new landing pages, or refine their reporting, they’re starting from a place of clarity and control.

We’ve remained available to their team for questions, future improvements, and additional CRM or marketing support. And we look forward to continuing the relationship.

Because that’s what it’s all about.

Not every marketing win comes from a massive overhaul or months-long campaign. Sometimes, success is simply helping someone breathe a little easier—by solving a puzzle that’s been quietly stressing them out.

That’s what we did here. We helped a thoughtful, fast-moving financial firm get their HubSpot tracking back on track. We explained things clearly, moved quickly, and left them in a stronger position than where they started.

If your team is facing a similar challenge—whether with HubSpot, Google Analytics, or any other CRM or MarTech tool—we’d love to help. At ModeForge, we specialize in connecting the dots, and we’re here when you need us.