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FinTech Company Increases Sales Meetings After HubSpot Website Design & Onboarding

Our mission at Bluleadz is to help businesses transform the way they market, sell, and service their customers while maximizing the impact of the HubSpot platform.

And both of these elements were present when we designed a new website on HubSpot and provided comprehensive HubSpot onboarding and training for a financial technology company in early 2022.

While setting this client up for ongoing success with internal HubSpot knowledge, they started seeing instant results, including improved visibility of their sales and marketing data and an increase in website form submissions and booked sales meetings. 

Client Information

Our client is a nationwide auditing software company that offers cost-cutting solutions for small businesses. They find practical ways to decrease overhead to maximize profits.

While these are highly valuable services, their website was making it hard for them to get new clients.

Primary Client Pain Points: Low Lead Generation & a Lack of HubSpot Training

The client had an outdated site that wasn’t generating enough leads. Every client they were getting prior to contacting Bluleadz was referral-based. 

They were also using other SaaS providers for marketing and sales, so they needed help migrating everything into HubSpot and training their teams on how to use the tools in the platform for lead generation and conversion optimization.

HubSpot Services Provided

Finding solutions for their pain points required designing a new website and providing a seamless HubSpot onboarding process. The services we assisted them with included:

HubSpot Service #1: Website Design Using HubSpot Themes

We used a popular HubSpot marketplace theme called The Clean Theme, which we fully customized to match our client’s brand image. As with all HubSpot themes, it has a responsive design, ensuring that the site loads well on mobile devices. 

We created each element of the new site to provide a great user experience; and we included online forms and a scheduling feature to make it easy for leads to get in touch with the company or schedule a free consultation.

Why HubSpot Themes Are a Great Option for New Websites

There are several benefits to using themes to build a website (vs. the custom built option), depending on your circumstances. These include: 

  • A lower cost alternative
  • A faster launch date
  • A look that matches your brand

The extensive range of theme options means that you don’t have to feel too limited as to what you can create — within reason. Sites with complex features or capabilities will likely require a custom build

However, for a significant portion of businesses, themes provide them with attractive sites that provide an extraordinary user experience (UX). 

HubSpot Service #2: Website Content on HubSpot CMS

We used HubSpot’s content management system (CMS) to draft content, aligning the messaging with their buyer personas. We also optimized it for search engines to increase organic traffic, highlighted our client’s value propositions, and explained what customers could expect from each step of their processes. 

In addition, we set up effective conversion rate optimization components, such as live chat, slide-in forms, and adding calls to action to their existing blog posts.

HubSpot Service #3: HubSpot Onboarding

We walked them through the HubSpot setup and onboarding process to ensure that they integrated with their tech stack successfully, installed the HubSpot tracking code, and invited their sales team to the account. 

We also connected their social media accounts, calendars and inboxes, and created meeting links for easy scheduling. Finally, we walked their team through the features they’d need to best serve the incoming leads.

HubSpot Service #4: CRM Migration

We migrated the client’s CRM database from Insightly and showed them how to use the tools for data gathering and pipeline management.

We also helped them set up customized deal stages and showed them how to gauge the amount of revenue tied up at each stage; as well as to associate each deal with a contact in the CRM.

HubSpot Service #5: Marketing Hub Setup

We migrated their marketing automation sequences from Reply.io into HubSpot. We then helped them map out their customer journey and assisted their sales team in setting up dynamic email lists and workflows based on lifecycle stages — each step aligning with the client’s business goals and priorities. 

Finally, we helped them set up marketing dashboards to keep track of their KPIs.

HubSpot Service #6: HubSpot Sales Enablement

We equipped the sales team with the tools they needed in HubSpot’s Sales Hub. We also set up automation to notify sales of high value lead actions, as well as meeting reminders for leads who booked time with sales. 

In addition, we provided them with resources they can refer to when communicating with prospects — such as where to access sales reports, look at all activities logged in the CRM, and how to score and qualify leads.

How Their New HubSpot Website Is Supporting Their Growth

In the first two months from launch date, the company experienced the following results:

  • 172 website form submissions
  • 77 booked meetings — a 10 percent increase month over month
  • An increase in monthly sales activity by 35 performance

While it’s still early in the results stage since launching their new website, we can take into account the number of leads the new site has generated so far to see that the website redesign is yielding a good ROI.New call-to-action

Alejandra Zilak

Alejandra Zilak

Alejandra Zilak is a content writer, ghostwriter, blogger, and editor. She has a bachelor's degree in journalism and a Juris Doctor. She's licensed to practice law in four jurisdictions and worked as an attorney for almost a decade before switching careers to write full time. She loves being part of the Bluleadz team and implementing SEO best practices with her content. When not working, she loves to read, write fiction, and long distance running.