Melanie Taljaard

Melanie Taljaard – HubSpot & Digital Adoption Consultant Melanie Taljaard is a HubSpot-certified Gold Tier Solutions Partner and Certified HubSpot Trainer with over 15 years of experience helping organizations adopt, optimize, and scale their marketing, sales, and CRM systems. As the founder of More in Store Marketing Solutions, Melanie specializes in translating HubSpot’s powerful tools into practical, day-to-day workflows that teams actually use. Her areas of expertise include HubSpot CRM architecture and setup, Marketing Hub and Sales Hub optimization, lifecycle and pipeline design, lead management, automation and workflows, reporting and dashboards, and HubSpot integrations. She is particularly skilled at assessing existing portals, identifying gaps and inefficiencies, and creating clear, prioritized roadmaps that align HubSpot with real business goals. Melanie works primarily with small-to-mid-sized businesses, professional service firms, exporters, tourism operators, and growing B2B organizations — often supporting teams that are adopting HubSpot for the first time or struggling to fully leverage the platform after implementation. Many of her clients are navigating growth, change management, or funding-supported digital transformation initiatives and value Melanie’s ability to balance strategy with hands-on execution. She has been a HubSpot Solutions Partner for over a decade, holds multiple HubSpot Academy certifications across CRM, Marketing Hub, Sales Hub, and inbound methodology, and is a Certified HubSpot Trainer. Her work is grounded in digital adoption, team training, and change management, making her especially effective in training-led engagements where long-term platform adoption — not just technical setup — is the goal.

Expertise

Communications
Entrepreneurship
Leadership
Marketing
Sales
Operations Management
Strategic Planning
Digital Transformation

Workshops

For more information visit ProfitLearn or Training for the Non-Profit Sector

The Ins and Outs of Inbound Marketing

Learn how inbound marketing works—and how to build a simple, effective funnel that earns trust and generates leads.

By the end of this workshop participants will be able to:

Understand the core stages of inbound marketing: attract, convert, engage, and delight
Audit current marketing activities against the inbound framework
Identify appropriate content and tactics for each stage of the customer journey
Design a simple inbound funnel they can begin implementing immediately

What Is Account-Based Marketing and How Do I Use It?

A practical introduction to Account-Based Marketing (ABM) for organizations that want more focused, personalized outreach.

By the end of this workshop participants will be able to:

Understand how ABM differs from traditional lead-based marketing
Define ideal customer profiles (ICPs) and priority accounts
Align sales and marketing (or outreach and development) around shared goals
Identify realistic ABM tactics and success metrics for small teams

How Far Can You Go with HubSpot Starter?

This practical workshop is designed for organizations already using HubSpot as their customer relationship manager (CRM) and who want to plan their growth strategically before upgrading.

You’ll learn how to maximize HubSpot Starter to manage contacts, pipelines, marketing, and reporting—without automatically moving to a higher-tier subscription.

By the end of this workshop, participants will be able to:

Identify which business functions can be fully supported with HubSpot Starter
Configure the CRM, pipelines, forms, email, and basic automation effectively
Avoid common setup mistakes that limit the value of Starter portals
Assess future needs and determine when an upgrade is truly necessary—and when it isn’t

Ideal for teams who want to get the most out of what they already pay for, and make informed, growth-ready decisions.

*Please note that more advanced workshops on HubSpot are available upon request

Before the CRM: Mapping a Sales Process That Works

Many businesses assume a CRM will solve their sales challenges. In reality, technology is only as effective as the sales process behind it.

In this interactive workshop, participants will explore how the customer journey, sales process, and CRM work together to create a consistent customer experience and a more effective sales operation. Through practical exercises and facilitated discussion, participants will map their current sales process at a high level, identify opportunities for improvement, and leave with a roadmap for strengthening their sales approach—whether or not they are ready for a CRM.

This workshop focuses on building the strategic foundation every growing business needs before investing in sales technology.

By the end of this workshop participants will be able to:

Understand the relationship between the customer journey, sales process, and CRM.
Identify the key stages of their own sales process.
Create a high-level map of how customers move from first contact to loyal customer.
Identify gaps, bottlenecks, and inconsistencies in their current process.
Understand what information and processes should be in place before implementing a CRM.
Develop a practical action plan for improving their sales process.

* A second part is available: Designing a CRM-Ready Sales Process

Designing a CRM-Ready Sales Process

Once you've identified how your business sells, the next step is documenting a sales process that can be consistently followed—and successfully supported by a CRM.

This hands-on workshop helps participants move beyond high-level process mapping to create a structured, documented sales process. Together, we'll define pipeline stages, clarify responsibilities, identify automation opportunities, and determine the information needed at each step of the customer journey.

By the end of the workshop, participants will have the foundation needed to confidently implement—or improve—a CRM that supports their business instead of dictating how they work.

By the end of this workshop participants will be able to:

Document a complete sales process suitable for CRM implementation.
Define meaningful sales pipeline stages.
Identify entry and exit criteria for each stage.
Clarify roles, responsibilities, and customer handoffs.
Identify opportunities for automation and improved efficiency.
Determine what customer information should be captured throughout the sales process.
Prepare their business for successful CRM implementation.

** Participants should attend this workshop first to map out their sales process: Before the CRM: Mapping a Sales Process That Works