SherpaTech
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The Challenge
Before engaging with Dijital Team, SherpaTech faced difficulty in recruiting a candidate with the right mix of digital operations, marketing automation, and technical implementation skills. The team needed someone who could take ownership of systems like HubSpot, manage automation workflows, and support cross-functional projects.
The challenge wasn’t just resourcing, it was finding someone with the aptitude and willingness to handle technical work while staying flexible enough to support the broader business. This gap created bottlenecks, keeping senior leaders stuck in tasks that pulled them away from strategic planning and growth.
How Dijital Team Assisted
Dijital Team collaborated with SherpaTech to address a persistent talent gap that had been slowing the company’s operational growth and digital strategy. By providing a uniquely skilled offshore team member, Dijital Team helped SherpaTech streamline its marketing automation, enhance its use of HubSpot, and execute digital tasks with greater precision and consistency.
This collaboration led to the placement of a proactive, multi-skilled team member who quickly became an integral part of the business. The resource now plays a critical role in improving efficiency, supporting multiple internal functions, and freeing up local leadership to focus on strategic objectives.
About SherpaTech
SherpaTech is a specialist insurance brokerage based in Australia that focuses on serving technology businesses, including managed service providers, system integrators, infrastructure providers, and tech vendors. The company’s strength lies in its ability to translate complex technology risk profiles into clear and actionable insights that align with insurance industry standards.
By bridging the gap between tech-forward clients and established insurance providers, SherpaTech ensures each client receives tailored coverage that accurately reflects their unique risk landscape.
Industry: Insurance
“Our offshore team member has made a significant difference to our business. He’s technically capable, proactive, and works seamlessly with our onshore team. We’ve seen real improvements in efficiency, and our leadership now has the capacity to focus on the bigger picture. Dijital Team made the process easy from start to finish, and the results have exceeded our expectations.”
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Tim Stephinson
Co-founder, SherpaTech
Customer Goals
SherpaTech aimed to achieve several key objectives:
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Scale operations effectively without adding unnecessary complexity
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Source a digital resource with strong CRM and automation expertise
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Identify talent capable of working independently and contributing creatively
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Reduce manual workload onshore to free up leadership bandwidth
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Streamline marketing and sales processes for better efficiency
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Ensure seamless integration of new talent into the existing team
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Support future scalability through more efficient internal systems
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Maintain high service standards for their technology-driven clients
The Result
The partnership between Dijital Team and SherpaTech delivered meaningful impact almost immediately. With the offshore digital operations team member in place, SherpaTech was able to offload time-consuming manual tasks and regain operational clarity. The new team member took ownership of key systems like HubSpot, managing automation workflows, supporting social media activity, and contributing to internal communications. His initiative and agility made him a vital part of the team from the outset.
This shift allowed SherpaTech’s leadership to redirect their focus toward business development, client relationships, and strategic innovation. Efficiency improved across marketing, sales, and operations, with smoother and faster execution. As the offshore resource became more integrated into daily operations, internal coordination strengthened and the company became more responsive to client and market needs.
Importantly, the engagement also validated a distributed team model for SherpaTech — one that is cost-effective, scalable, and sustainable. With Dijital Team’s infrastructure, oversight, and recruitment expertise, SherpaTech is now positioned to scale confidently without compromising service quality or team cohesion. The results have created a strong foundation for future growth, greater resilience, and a more empowered leadership team.
Deliverables
Dijital Team provided SherpaTech with:
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A fully integrated offshore digital operations resource
A fully integrated offshore digital operations resource
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Support in job scoping and role definition
Support in job scoping and role definition
An end-to-end recruitment process and candidate sourcing
An end-to-end recruitment process and candidate sourcing
Cultural alignment assessment to ensure team fit
Cultural alignment assessment to ensure team fit
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Onboarding support for a smooth start
Onboarding support for a smooth start
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Access to professional office infrastructure in Sri Lanka
Access to professional office infrastructure in Sri Lanka
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Ongoing integration and performance oversight for long-term success
Ongoing integration and performance oversight for long-term success
The Dijital Team Difference
Our approach went beyond recruitment — we built a sustainable resourcing model tailored to SherpaTech’s specific challenges.
By deeply understanding the team’s workflow, we ensured the offshore hire could operate autonomously, add immediate value, and integrate seamlessly into existing systems. Regular performance check-ins, a focus on cultural alignment, and hands-on support ensured the solution was not just functional, but transformative.
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