Background & Challenge
The client, a fast-growing SaaS company with a lead-gen heavy business model, struggled with:
Manual and inconsistent follow-ups after form submissions.
Poorly segmented nurture campaigns leading to low engagement.
Lack of workflow logic (branching, scoring, conditional rules).
No clear visibility into funnel progression or campaign performance.
They needed a HubSpot automation expert to build advanced workflows, create personalized user journeys, and set up reporting to optimize lead conversion rates.