A HubSpot CMS website with smart content

Challenge

Leads slipping through the cracks

The CRM was full of duplicates, follow-ups depended on memory and nobody trusted the pipeline report.

Objectives

What we set out to achieve

A clean CRM, instant follow-up and reporting leadership can rely on.

• 0Unassigned leads
• <5 minFirst follow-up
• 1Source of truth for pipeline

Strategy

Fix the data, then automate

We cleaned and restructured the CRM, agreed lifecycle stages with sales, and only then built automation on top.

Solution

Journeys that respond in minutes

Lead scoring, routing and segmented nurture sequences, with dashboards that tie every deal back to its source.

Technology

The stack behind it

Chosen for reliability, speed and easy ownership by the client team.

• HuHubSpot
• ZaZapier
• GAGA4
• LoLooker Studio
• CaCalendly
• SlSlack

Implementation

8 weeks, four phases

Weekly demos kept the client team involved at every step.

1. Weeks 1–2AuditData quality, stages, ownership.
2. Weeks 3–4RebuildProperties, pipelines, deduplication.
3. Weeks 5–6AutomationScoring, routing and nurture flows.
4. Weeks 7–8Reporting & trainingDashboards and team enablement.

Results

A pipeline everyone trusts

+60% Enquiries within two quarters, with marketing and sales finally working from the same numbers.