Growth isn’t about more tools—it’s about better systems.
Before HubSpot, their process looked like this:
- Website leads were coming in through random forms.
- Sales was following up from a shared Gmail inbox.
- No one knew which leads converted or why.
- The founder was doing sales and marketing manually.
This SaaS startup had a solid product, but their ops were pure chaos.
Fast forward 90 days: They’re tracking every lead, converting more trials, and closing 3X more deals—without increasing team size.
Here’s exactly what we did to turn things around using HubSpot CRM + a custom landing page playbook.
Step 1: Centralise Everything Into HubSpot
We connected their existing forms, calendar links, and email outreach to HubSpot. Now:
- Every new contact gets logged
- Lead source and first interaction are tracked
- Deals are auto-created for demo bookings
- Emails, tasks, and follow-ups are tied to the contact record
Impact: No more leads falling through the cracks. Everyone sees the complete lead journey in one place.
Step 2: Build a Simple, Stage-Based Pipeline
We created a lean 5-stage pipeline:
- New Lead
- Contacted
- Demo Booked
- Proposal Sent
- Closed Won/Lost
Each stage had automation for task creation, reminders, and internal alerts. The founder could see precisely where revenue was coming from.
Impact: Follow-ups got faster. Deals moved faster. Confidence went up.
Step 3: Create Conversion-Driven Landing Pages
We helped them launch 3 HubSpot landing pages tailored for:
- Free trial signups
- Demo requests
- Industry-specific campaigns
Each page had:
- A strong headline
- Clear value proposition
- Social proof/testimonials
- One focused CTA
Bonus: All forms were connected to workflows for instant follow-up and CRM tracking.
Step 4: Launch Nurture Sequences Based on Intent
We built two simple email nurture sequences:
- For demo no-shows
- For free trial users who hadn’t activated
These emails were triggered automatically with a mix of:
- Quick guides
- Use case videos
- Book-a-call CTAs
Impact: Re-engagement went up. Demo-to-close rate increased by 27%.
Step 5: Create a Weekly Dashboard for Review
We added a founder-friendly dashboard showing:
- Deals by stage
- Revenue forecast
- Lead source performance
- Email engagement
One 15-minute review per week now replaces hours of digging through tools.
Final Result
After 90 days, the startup saw:
- 3X increase in monthly revenue
- 40% faster sales cycle
- Zero leads lost due to process gaps
- More time for the founder to focus on growth