The Challenge

The client, a Healthcare Technology (B2B SaaS) company, was generating a healthy volume of inbound leads through website forms, LinkedIn Ads, Google Ads, and webinars, plus outbound campaigns on top of that. The problem was not lead volume; it was what happened after the lead landed in HubSpot. Many qualified leads were getting lost before ever reaching the demo stage.

The root causes were spread across the CRM: inconsistent lead follow-up, duplicate contacts created from multiple lead sources, poor lead qualification, entirely manual lead assignment, no SLA tracking on response times, inconsistent sales activity tracking, and no reporting visibility into how the funnel was actually performing. Sales and marketing had no shared, automated system connecting a new lead to a fast, prioritised, tracked follow-up.

Our Solution