1300 71 61 41Flint Group
How Neighbourhood Helped Flint Group Thrive with HubSpot
Services Used
Project Manager
Project Location
Australia
Services Used
Solution
HubSpot Onboarding & Support
Project Manager
Project Location
Australia
Project Goals
In the bustling world of Australian finance, Flint Group emerged as a fresh-faced broking firm eager to make its mark. However, they found themselves navigating blind in a highly competitive market. Without visibility over their own operations, inconsistent processes, and no marketing efforts to speak of, they were in need of a transformation. That's when Neighbourhood stepped in!
As Australia's #1 Rated Diamond HubSpot Solutions Partner, we used our HubSpot expertise to help Flint Group tackle their challenges head-on, turning their problems into opportunities and setting them on the path to growth.
Tools Used
Their wants
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Flint wanted to be onboarded to HubSpot and introduced to all available tools in their new portal
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03
Their needs
01
02
03
Identifying the problem
Flint Group, a new broking firm in Australia's competitive market, faced critical challenges hindering their growth: lack of visibility into the sales pipeline, inconsistent broker processes, reliance on manual data entry leading to errors and wasted time, absence of reporting and analytics, and no marketing efforts to attract or nurture leads. These issues stunted their growth potential, caused lost revenue opportunities, and affected staff morale. To tackle these issues, we recognised that Flint Group required a comprehensive solution for visibility, process standardisation, and automated communication. Implementing a robust CRM system would centralise data, streamline sales, and ensure consistency among brokers. Developing a marketing strategy with effective lead nurturing and integrating reporting tools would provide leadership with actionable insights, enhancing efficiency and client engagement for sustainable growth.
Scope of works
HubSpot Onboarding & Support
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Conducted tailored sessions on CRM setup, sales tools, deal stages and marketing automation
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Customised HubSpot portal with aligned properties, deal stages, and contact segmentation
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Integrated third-party tools: Zapier, Aircall etc also performed data migration and cleansing for accuracy
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Created custom reports and dashboards, and provided ongoing support and optimisation.
Marketing Hub & Support
- Designed multi-step forms for efficient lead capture
- Implemented form abandonment workflows to send reminders to clients when they had not submitted all required data.
- Developed a 'Learn' section on their website to educate visitors and for use within the email nurture campaigns
- Automated post-settlement client check-ins to ensure continued outreach
Sales Hub
- Built a transparent sales pipeline with defined stages and processes.
- Standardised sales procedures and best practices, to ensure every client got the same superb experience.
- Introduced sales enablement tools to empower the broking team (templates, meetings, sequences, tasks).
- Automated routines sales tasks
- Trained brokers on all of HubSpot's sales features
The Plan
- HubSpot onboarding and sales optimisation
- Innovative lead capture and inbound marketing strategy
- Integration of tools and data-driven decision making
HubSpot onboarding and sales optimisation
- 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.
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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.
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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.
Innovative lead capture and inbound marketing strategy
- 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.
Integration of tools and data-driven decision making
- 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.
The Strategy
- Comprehensive HubSpot Onboarding
- Streamlining Sales Processes
- Innovative Lead Capture and Nurturing
- Integrating Third-Party Tools
- Applying the Inbound Methodology
Comprehensive HubSpot Onboarding
- 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.
Streamlining Sales Processes
- 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.
Innovative Lead Capture and Nurturing
- 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.
Integrating Third-Party Tools
- 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.
Applying the Inbound Methodology
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.
The Results
$50M
In loans closed in July, as opposed to $3M in March
3.2K
New Inbound opportunities
639%
Rise in website visitor sessions
Since implementing HubSpot, Flint Group has experienced impressive growth. Their monthly loan closures tripled from $30 million to $180 million, and new inbound opportunities surged from 650 in April to over 2,500 by August. Starting in March 2024, our collaboration transformed their operations.
We centralised their processes through HubSpot, ensuring every team member used the system and all activities were tracked. This gave leadership complete visibility and detailed reporting on every deal, eliminating guesswork.
We also set up numerous reports and dashboards, enabling the Sales, Marketing, and Leadership teams to better understand their customers and the effectiveness of their efforts. This allowed for more precise outbound marketing and smarter decision-making.
Finally, the HubSpot setup was designed to be scalable and adaptable, positioning Flint for long-term success in a competitive market.
The Impact
"Partnering with Neighbourhood was the best decision we made. Their deep HubSpot knowledge and innovative approach completely transformed our business. We've never been more efficient, and the growth we've seen is just incredible. Our team is more cohesive, our clients are happier, and we're excited about the future."
Conclusion
By leveraging our status as Australia's #1 Rated Diamond HubSpot Solutions Partner, we transformed Flint Group from a disorganised startup into a streamlined, data-driven powerhouse. Our expertise addressed their immediate challenges and laid the groundwork for sustained success in a competitive market.
Neighbourhood didn't just implement a CRM; we partnered with Flint Group to revolutionise their business processes, empower their staff, and enhance their clients' experiences.
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