/STRATEGIA_Especial%20blanco.png?width=500&height=125&name=STRATEGIA_Especial%20blanco.png "STRATEGIA_Especial blanco")
CASE STUDY | OCOTEA GROUP
How Ocotea Group connected CRM, hotel operations, tours and content growth in Monteverde.
Ocotea Group had a strong hospitality and tours operation in Monteverde, Costa Rica, but its reservation management, agency communication, hotel operations and digital presence needed a more connected commercial foundation.
STRATEGIA helped Ocotea implement HubSpot CRM, centralize key communication channels, support Cloudbeds adoption, develop a stronger website presence and build a content engine with more than 180 articles about Monteverde.
Client snapshot
Ocotea Tours + Ocotea Hotel
A Monteverde hospitality group connecting tours, hotel reservations, agency relationships, CRM, digital presence and content-led direct demand.
- Industry: Boutique hotel | Tours | Travel agencies
- Core challenge: Manual reservations, agency follow-up and fragmented communication
- Systems involved: HubSpot CRM + Cloudbeds + website + content engine
- STRATEGIA role: CRM implementation, onboarding, SEO, content, social media and AI readiness
THE CONTEXT
A Monteverde hospitality group needed one connected commercial ecosystem.
For years, Ocotea Tours and Ocotea Hotel have connected travelers and agencies with the best experiences in Monteverde: cloud forest tours, hanging bridges, canopy, birdwatching, guided hikes and boutique hospitality.
As the business grew, the team needed more structure. Agency requests, direct customer conversations, tour coordination and hotel reservations were being handled with too much manual effort. The opening and growth of Ocotea Hotel also required a practical PMS and channel manager approach that could support hotel reservations without disconnecting the tours business from the agency relationships that made it strong.
STRATEGIA helped Ocotea build a stronger digital operating model: HubSpot for centralized communication, Cloudbeds for hotel reservation management, a more effective website presence and a content strategy designed to make Ocotea one of the most useful sources of information about Monteverde.
THE CHALLENGE
Reservations, agencies and digital growth needed more structure.
Ocotea did not need more isolated tools. It needed a connected way to manage agency requests, direct travelers, hotel reservations and digital demand.
Manual agency coordination
Tour reservations with travel agencies were managed manually, creating delays in confirmations and increasing the administrative load on the team.
Communication was not centralized
Agency and direct customer communication lived across different channels, making follow-up, prioritization and visibility harder to manage.
Hotel operations needed PMS structure
With Ocotea Hotel in operation, the team needed an affordable PMS and channel manager that could support lodging reservations without adding unnecessary complexity.
Digital visibility had to grow
Monteverde is competitive. Ocotea needed a stronger website and content strategy to attract more agencies, travelers and direct bookings.
THE SOLUTION
STRATEGIA connected CRM, Cloudbeds, website, content and AI readiness.
The work combined practical CRM implementation with hotel operations, agency communication, digital presence and long-term technology support.
HubSpot CRM implementation
STRATEGIA implemented HubSpot CRM as the central place to manage communication with agencies and direct customers, improving visibility and follow-up discipline.
Multi-channel communication centralization
WhatsApp, Facebook Messenger, Instagram DM, email and website chat were connected so the team could respond faster and keep conversations organized.
Cloudbeds selection and implementation
STRATEGIA supported the selection and implementation of Cloudbeds as a practical PMS and channel manager to manage hotel reservations and connect with OTAs.
Website and reservation experience
STRATEGIA helped develop a clearer digital presence for Ocotea Tours, presenting experiences, supporting direct demand and improving the path from interest to reservation.
Content, SEO, social media and AI support
The team created more than 180 articles about Monteverde, supported social media and SEO work, and helped Ocotea stay current through the inclusion of AI in its technology roadmap.
THE RESULTS
A more connected digital ecosystem for agencies, travelers and direct bookings.
Ocotea moved from manual coordination and fragmented visibility toward a more integrated operating model for tours, hotel reservations and content-driven growth.
Less reservation administration time
Cloudbeds and CRM centralization helped reduce the time required to administer lodging and experience reservations.
Faster response time
HubSpot workflows and centralized channels helped the team respond faster to agencies and direct customers.
Increase in direct bookings
The stronger website, content strategy and clearer digital journey supported growth in direct reservations.
Monteverde blog articles
Ocotea built one of the most complete hospitality content libraries for travelers researching Monteverde experiences.
WHAT STRATEGIA DELIVERED
A connected operating model for tours, hotel reservations and digital demand.
STRATEGIA supported Ocotea across CRM implementation, HubSpot onboarding, Cloudbeds adoption, search engine optimization, content creation, social media and AI readiness. The goal was not only to improve tools, but to help the team operate with more clarity across agencies, travelers and hotel guests.
The result is a stronger commercial foundation where reservations, communications, content and technology support the same growth system.
Integrated channels
- HubSpot Onboarding
- CRM Implementation
- Search Engine Optimization
- Social Media
- Content Creation
★★★★★
CLIENT REVIEW
A team with extensive knowledge!
“Our experience with the Strategia team has been a two-way learning experience, a creative collaboration with a team committed to meeting the requirements of Grupo Ocotea. From the implementation of CRM to the inclusion of AI to keep us updated, it has been an important technological support.”
READY TO CONNECT YOUR HOSPITALITY ECOSYSTEM?
Build a stronger digital operating model for agencies, travelers and direct bookings.
If your hospitality operation depends on agencies, direct travelers, tours, hotel reservations and fragmented communication channels, STRATEGIA can help you define the right CRM, PMS, content and automation roadmap.