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Case Study

Danyasa Eco Retreat — RevOps as a Service for a Boutique Yoga Retreat

An award-winning eco-retreat in Dominical turned scattered bookings, forms and email lists into one HubSpot-driven revenue system, from first inquiry to retreat newsletter.

Delivered by Maureen Digital, a DBUGGER brand

Client
Danyasa Eco Retreat, Dominical, Costa Rica
Industry
Hospitality — yoga retreats and boutique lodging
Services
CRM cleanup, marketing automation, email, event infrastructure, training
Stack
HubSpot, Zapier, Calendly, Typeform, WordPress (Divi), Vercel, Resend, Cloudflare
Engagement
Ongoing Marketing & RevOps as a Service
Status
Ongoing
Category
RevOps

About the client

An adults-only eco-retreat and yoga center in downtown Dominical, operating since 2008, with guest rooms built from 12 upcycled shipping containers. It is a TripAdvisor Travelers' Choice and GreenLeader property that hosts its own retreats and outside facilitators.

The challenge

  • Contacts came from Mindbody, CSV imports, Typeform, Calendly and the website, with duplicates and no reliable lead source.
  • Retreat-host inquiries arrived through several consultation flows that didn't consistently reach the CRM.
  • No repeatable newsletter for upcoming retreats, and sending-domain authentication wasn't set up.
  • Special events needed payments and confirmations without a ticketing platform.

Our solution

  1. CRM cleanup and data model: deduplicated the Mindbody and CSV populations, backfilled lead source, and set up a contact-type taxonomy (guest, retreat host, student and more).
  2. Automation that holds up: Zapier flows route Calendly consultations and Typeform inquiries into HubSpot and auto-classify contacts. They are hardened against real failures, such as HubSpot fields turning read-only and non-numeric form answers.
  3. History recovered: extracted 546 historical Typeform responses (241 unique contacts) into a dual HubSpot and Sheets structure.
  4. Email program: five production-ready retreat newsletters for the Aug 2026 – Feb 2027 season, built in HubSpot, with SPF/DKIM authentication through Cloudflare.
  5. Event infrastructure: for the NÉCTAR supper club, a HubSpot form on WordPress, a Vercel serverless webhook, Resend confirmations and payment links by guest count.
  6. Enablement: HubSpot training for the retreat coordination team, and native Divi page builds so the team can edit pages themselves.

Scope

  • CRM audit and cleanup
  • lifecycle and contact taxonomy
  • Zapier + HubSpot automation
  • email design and deliverability
  • event registration flow
  • WordPress pages
  • team training

Takeaways

  • Clean data before automation
  • automations need monitoring, because vendors change fields under you
  • small hospitality brands get enterprise RevOps without an in-house team

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