Empowering Flint Group: How HubSpot Helped Transform Mortgage Broking

• To help Flint Group succeed, we launched a comprehensive HubSpot onboarding and sales optimisation program. This involved training their team to effectively use HubSpot's CRM, sales tools, and marketing automation.

• We customised their HubSpot portal to fit their business processes, configuring properties, deal stages, and contact segmentation, while also ensuring data accuracy through migration and cleansing.

• By standardising sales procedures and creating a transparent sales pipeline, we implemented sales enablement tools and automated routine tasks, allowing Flint's team to focus on strategic initiatives and client engagement, thereby boosting efficiency and competitiveness.

   

• We enhanced Flint's lead capture strategy with user-friendly, multi-step website forms and form abandonment workflows to re-engage incomplete submissions.
  
  
• To attract prospects, we created a 'Learn' section on the website to provide valuable content, while personalised email nurture campaigns engaged clients by aligning with their buyer journeys.
  
  
• Automated post-settlement communications were set up to maintain strong client relationships, effectively nurturing and retaining leads, contributing to Flint's growth and success.

• We assisted Flint by integrating Broker Engine with HubSpot using Zapier for automated updates and implemented Aircall and Sinch SMS for streamlined call tracking and text communications.
  
  
• We developed custom dashboards and reports to track key performance indicators, giving their leadership actionable insights for informed decision-making.
  
  
• Our ongoing support included regular strategy reviews and updates on the latest HubSpot features, ensuring Flint remained competitive and efficient.

• Flint Group's onboarding with HubSpot began with ten interactive training sessions. These sessions covered CRM setup, sales tools, and marketing automation, equipping the team to streamline operations, enhance sales processes, and execute personalised marketing campaigns.
• Next, we customised the HubSpot portal to align with Flint Group's business processes. This involved creating custom properties for comprehensive data capture, configuring deal stages to match their sales cycle, and enabling advanced contact segmentation for tailored communication.
• Finally, data migration and cleansing ensured a reliable CRM foundation. Existing data was imported, duplicates were removed, and accuracy was verified, providing Flint Group with a clean and trustworthy system to support their operations.

• To enhance efficiency and consistency, we developed a transparent sales pipeline in HubSpot, clearly defining each deal stage to improve visibility and tracking.
• Standardised sales procedures ensured a uniform client experience with consistent processes for brokers.
• We introduced sales enablement tools, such as email templates and sequences, streamlined communication, while automating routine tasks like follow-ups to reduce manual effort and minimise errors.

• We helped Flint Group boost lead generation and nurture prospects by implementing user-friendly, multi-step forms on their website, which increased completion rates by simplifying the information collection process.
• To recover incomplete submissions, we set up HubSpot workflows to send personalised reminder emails and created follow-up forms that allowed users to pick up where they left off.
• Additionally, we ensured seamless data integration, updating contact properties and deal records in real-time, so brokers had the latest information to engage prospects effectively.

• We integrated key third-party applications with HubSpot. First, we used Zapier to connect Broker Engine with HubSpot, automating deal updates and providing the sales team with real-time information.
• Next, we implemented Aircall for seamless call tracking and logging within HubSpot, giving the team a comprehensive view of client interactions and improving customer service.
• Finally, Sinch SMS was set up to automate text message reminders and updates, keep clients informed and engaged throughout their journey with Flint Group.

We implemented a structured inbound marketing strategy for Flint Group to attract, engage, and delight customers.

• In the Attract phase, we added a 'Learn' section to the website to boost SEO and establish thought leadership.
• During the Engage phase, we created personalised email campaigns for each loan type to guide prospects with relevant content.
• In the Delight phase, we set up automated check-ins post-loan settlement to strengthen relationships and encourage repeat business and referrals.