A New Zealand company that builds transportable homes off site and delivers them to the customer's land, with residential, commercial and on-site build brands.
A setup that overwhelmed the team
HubSpot had been set up badly, and the team was overwhelmed by it. Residential and commercial sales ran through processes that no longer fitted how they worked, and the first email sent a price to people nobody had spoken to yet. People were also getting emails the team didn't know were being sent.
Audit, then rebuilt the processes with the team
Audited HubSpot
Found what was confusing the team and what to fix first.
Refreshed residential and commercial
Reworked both sales processes in HubSpot around how each team actually sells.
Mapped a new lead journey with the team
Every inquiry is shared evenly between the two home consultants and gets a phone call.
Changed the first email
It now comes from the allocated consultant, with the home's flyer, floor plan and a booking link, and no price.
Tested leads for outreach
Set up leads to measure outreach and cold calls. The team then merged its processes, so everything now runs in deals.
Set up a new brand in the same portal
Its own pipeline, form and properties, with no second portal needed.
Trained the team
Sessions at times that suit New Zealand, so the team can run HubSpot independently and with confidence.
Before and after
Before
- A team overwhelmed by the setup
- Outdated residential and commercial processes
- No clear owner for new inquiries
- Tangled, duplicate workflows
After
- A team that's clear on how HubSpot works
- Refreshed residential and commercial processes
- Every inquiry owned by a named consultant
- Clear comms to the team and customers, with no confusion
From overwhelmed to clear
The team went from overwhelmed to much clearer on how HubSpot works and what to do next. Residential and commercial each run on a process that fits them. Every inquiry has a named consultant who calls it, and the price conversation happens on the phone, where it can be explained properly. The team now knows exactly what goes out to customers, and their marketing person can run better campaigns on clean, clear data.
"The skills and knowledge Alyssa and her team share have helped us grow in confidence and independence with HubSpot. We were really pleased with the audit we received, and it helped us find smart ways to improve our CRM performance."
E. McNeilMarketing ManagerWhy it matters
A team in control of its own system. Every inquiry has an owner, customers hear from a person before they see a price, and the team runs HubSpot with confidence.
Sounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.