HubSpot Consultancy for OSC

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Rebuilding HubSpot to maximise sales efficiency with a streamlined HubSpot platform for Open Study College.
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Open Study College

The challenge

Open Study College already had HubSpot in place, but gaps in the setup were making it hard to scale. Without a clear strategy from the start, key areas weren’t running as efficiently as they could.

  • Unorganised processes - the system had been built without a structured approach, leading to inefficiencies across Sales, Marketing and Customer Service.
  • Overcomplicated automation - original workflows were slowing things down instead of moving them forward.
  • Inconsistent data - poor CRM structure made tracking and managing leads rather difficult.
  • Sales inefficiencies - the sales team was spending more time trying to navigate the system than actually closing deals.

To keep growing, they needed a fully optimised and streamlined HubSpot setup - one that supported their goals and made work easier for their teams.

How we helped

Improvement Process

Transforming sales team efficiency and performance

  • 1

    Workshop

    We started with a discovery session to identify sales team challenges, pinpointing inefficiencies in HubSpot and their needs for faster deal closures.

  • 2

    Audit

    Following the workshop, we then ran a portal audit to determine the reality of how HubSpot was being used, and opportunities for improvement.

  • 3

    Marketing

    Despite generating thousands of enquiries each month, there was no clear way to track and log leads, making it difficult to attribute activity over time.

  • 4

    Sales

    We restructured HubSpot around deals rather than contacts, giving the sales team a cleaner pipeline. Automation made sure every lead was logged, tracked and easy to manage.

How we helped

The solution

We worked closely with Open Study College to streamline and optimise their HubSpot setup, making it more efficient, automated and scalable.

A full audit of their setup exposed inefficiencies and gaps, giving us a clear plan for improvement. We restructured their CRM to keep data clean, organised and easy to manage.

Sales automation took manual tasks off their team’s plate, helping them focus on closing more deals instead of drowning in admin work. Marketing and customer service workflows were refined to create a smoother journey from lead to customer. 

To make sure everything worked as it should, we also trained their entire team on the best practices - giving them tools and confidence to get the most out of HubSpot.

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Success Stories

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    Automating sales workflows and improving pipeline management helped Better save £20k in admin costs and speed up deal conversions.

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    A streamlined CRM and automation setup gave Open Study College better sales efficiency and clearer marketing insights.

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