Case Study

CRM : HubSpot Automation for Fintech GTM Team

Fintech

Background:

A fast-growing fintech startup lacked a structured CRM process. Their marketing and sales teams were misaligned due to poor lifecycle segmentation, broken automation, and unclear MQL handoff logic.

The Challenge:

  •  Manual workflows leading to missed follow-ups

  • No automation for onboarding or lead scoring

  • Delayed GTM handoff between Marketing and Sales

The Solution:

  • Set up lead scoring logic, MQL triggers, and lifecycle stages in HubSpot

  • Built onboarding automation, nurturing workflows, and reactivation campaigns

  • Provided async delivery via sprint requests with 24h SLAs

The Results

  • 100% automation coverage across lifecycle

  • 2x improvement in MQL → SQL conversion rate

  • 60% reduction in manual GTM tasks

The Review

"We had no time to fix our CRM. Consultey fixed it in the background while we kept executing. Feels like an embedded GTM ops team."

Fintech Startup

Katie R., Marketing Strategist
  • Industry - Technology (SaaS)
  • Type / Size - Small
  • Subscription - Sprint
  • Service – GTM Consulting
  • Team – Marketing & Sales
  • Tech Stack – HubSpot (core)
  • End Goals – GTM Alignment

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