HubSpot Consultancy for Better

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£20k saved in sales admin by automating key workflows, improving reporting and reducing manual processing.
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Better.co.uk

The challenge

Better, one of the UK’s largest online mortgage brokers, was already using HubSpot’s full ecosystem. With a capable in-house team managing the platform day-to-day, they needed an expert to take HubSpot even further.

They wanted to improve efficiency, refine performance tracking, strengthen internal communication and increase conversion and retention.

We left no stone unturned.

How we helped

Advanced HubSpot Optimisation

  • 1

    Workshop

    We held a discovery session to understand exactly what improvements were needed and where.

  • 2

    Audit

    Next, we ran a full portal audit to see how HubSpot was actually being used. This helped uncover gaps, highlight inefficiencies and find ways to improve the system.

  • 5

    Sales Management

    One of the key challenges was managing the telesales team and mortgage advisors effectively. One automation alone saved over £20k worth of time.

  • 3

    Automation

    With huge amounts of enquiries coming in each month, we reviewed existing automations and identified the core challenges limiting efficiency. By streamlining the processes, automation had the potential to save thousands of hours per month.

  • 4

    Service

    We built a full ticketing system to manage internal processes. This included automated task creation, document reminders and transfer of information.

How we helped

The solution

Our ongoing work with Better.co.uk has led to major improvements in how the business operates.

A full audit of the existing HubSpot setup helped identify areas for improvement. At the same time, we scoped and built a ticketing system for the mortgage documentation process, making internal handovers easier and giving teams better visibility into process gaps.

We also reviewed their CRM activity, providing recommendations to strengthen customer engagement.

On top of that, we refined marketing automation and reporting, helping management track performance more clearly and making processes even more efficient. 

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