Rebuilding HubSpot for a B2B SaaS
A rebuilt CRM and automated nurture journeys that turn more enquiries into customers.
- Client
- SaaS organisation
- Industry
- SaaS
- Services
- HubSpot CRM
- Timeline
- 8 weeks
- Team
- 3 specialists
- +75%Leads
- -50%Lead response time
- +35%Email engagement
- 100%Leads attributed
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.
- Weeks 1–2AuditData quality, stages, ownership.
- Weeks 3–4RebuildProperties, pipelines, deduplication.
- Weeks 5–6AutomationScoring, routing and nurture flows.
- Weeks 7–8Reporting & trainingDashboards and team enablement.
Results
A pipeline everyone trusts
+75% Leads within two quarters, with marketing and sales finally working from the same numbers.
