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Mountway

How This WA Financial Firm Achieved 210% Deal Growth in 12 Months (Zero Ad Spend)

Mountway
Services Used
Marketing Hub Content Hub
Solution
HubSpot Onboarding & Support
Project Manager
Brie Ginman
Project Location
Australia
Project Goals

Mountway, a WA financial services firm, had previously set up Mercury Connect to streamline their sales process, but it was hardly being used - its potential just sitting there. Owner Jordan described feeling "stuck in second gear": marketing activity was happening, and leads were coming in, but not at the level needed to confidently scale up. By partnering with Neighbourhood, Mountway set out to actually put their new sales process and integration to work, while also building a scalable, organic marketing engine through strategic inbound methodology - without splashing cash on paid ads. We helped turn their steady but plateaued marketing into a cohesive growth machine, setting them up for their next phase of business development.

 

 
Tools Used
HubSpot-Logo Zapier-logo moxo connective YouTube Miro-Logo

Their wants

01

A reliable marketing engine generating consistent leads through organic channels only

02

Automated lead nurturing moving prospects from enquiry to Sales Qualified Lead without manual intervention

03

Streamlined sales process connecting HubSpot with Mercury Connect compliance software seamlessly

04

Content strategy positioning Mountway as trusted financial experts

Their needs

01

Strategic content framework with SEO-optimised blog production for sustainable organic traffic

02

Automated email sequences and newsletter program for systematic lead nurturing and engagement

03

YouTube channel launch with short-form video content to expand organic reach and authority

04

Improved integration workflows connecting HubSpot, Mercury Connect, and their new customer portal platform, Moxo, for seamless operational efficiency

Identifying the problem

Mountway faced a multi-layered issue: fragmented marketing efforts, an inconsistent content pipeline, and underperforming lead generation. Their newsletter had a mere 6.41% click-through rate, reflecting poor audience engagement and content strategy. Jordan couldn’t confidently hire staff or invest in expansion because unpredictable lead flow created constant uncertainty. The integration between HubSpot and Mercury Connect, set up in a previous project to improve their sales process, was barely being used - so manual processes were still chewing up valuable time. Our goal was twofold: to get Mountway actually using their new sales process and integration, and to overhaul their marketing - rebuilding the foundation into a reliable, organic growth engine that would cut out inefficiencies and create predictable opportunities for scaling the business.

Scope of works

Marketing & Content Hub
  • Developed buyer personas and content pillar strategy for consistent, SEO-optimised content
  • Launched an intensive blog program and monthly newsletter with strategic list-building tactics
  • Leveraged Content Hub's remix tool to multiply content across YouTube, social, and email channels

Sales & Ops Hub
  • Set up automated lead nurturing sequences from enquiry to SQL status
  • Integrated HubSpot with Mercury Connect and Moxo using Zapier for seamless data flow
  • Automated admin tasks and built performance dashboards for continuous optimisation

 

YouTube & Authority Building
  • Launched YouTube channel with strategic short-form video content
  • Created video scripts from existing content using Content Hub remix capabilities

 

The Plan

  • Content Strategy & SEO Foundation
  • YouTube Channel Launch & Video Assets
  • Automated Lead Nurturing & Sales Integration
  • Performance Optimisation & Scaling

Content Strategy & SEO Foundation

  • We established Mountway's content backbone through strategic persona development and pillar planning. This foundation enabled consistent, optimised blog production that answered key client questions while positioning Mountway as financial experts.

  • Our monthly newsletter program created reliable prospect touch points.

     

YouTube Channel Launch & Video Assets

  • We launched Mountway's YouTube presence from scratch, focusing on short-form content optimised for mobile audiences.

  • Using Content Hub's remix tool, we transformed existing blog content into engaging video scripts, maximising content ROI while establishing visual authority.

 



 

Automated Lead Nurturing & Sales Integration

  • We built sophisticated nurturing sequences that guided prospects from enquiry to SQL status without manual intervention.

  • Zapier integrations connected HubSpot with Mercury Connect and Moxo, eliminating data silos and automating administrative tasks.

Performance Optimisation & Scaling

  • We implemented comprehensive dashboards and feedback loops for continuous improvement.

  • The two-stream content approval process ensured efficient pipeline management while performance tracking enabled data-driven optimisation decisions.

     

     

Buyer Personas and Content Planning
Mountway Youtube
MQL - SQL Nurture

The Strategy

  • Organic-Only Focus
  • Content Multiplication
  • Automation Excellence

Organic-Only Focus

  • The Owner Jordan's vision was clear: he didn't want to rely on paid ads. This constraint became our competitive advantage.

  • By focusing exclusively on organic channels - SEO, content marketing, email, and social media, we built sustainable growth that compounds over time.

Content Multiplication

  • Our breakthrough came through Content Hub's remix tool. Instead of creating separate content for each channel, we developed a multiplication system: long-form blogs became YouTube scripts, newsletter features, and social media shorts.

  • This maximised organic reach without increasing production costs.

     

     

Automation Excellence

  • We eliminated manual bottlenecks through sophisticated HubSpot workflows.

  • Prospects moved seamlessly from blog reader to newsletter subscriber to qualified lead without human intervention.

  • Integration with Mercury Connect and Moxo meant data flowed automatically, freeing Jordan's team to focus on relationship-building.

Content Remix 3

The Results

210%

Increase in new deals 

 

85%

Improvement in newsletter click-through rates in just one year

 

 

35%

sustained commission velocity after doubling

 

 

With Neighbourhood's organic-only transformation, Mountway achieved remarkable results.

New deals surged 210% while maintaining similar contact volume, proving dramatically improved conversion efficiency.

Newsletter engagement nearly doubled. Commission velocity peaked in Q4 2024, more than doubling previous levels, before sustaining at approximately 35% and 33% of the peak in subsequent quarters, demonstrating consistent high-value deal closure.

 

 

The Impact

"I’m always impressed by when you guys say you’ll do something, does actually get done. That’s pretty key. Once we really started to understand each other and I throw out a goal and you say, well, this is how we might get there... there’s a path, things are going to get done, and it’s actually going in the direction that I want to go"..."I think one of the coolest things I’ve seen is that you guys have really taken what we did and run with it."

Jordan Ralph
Principal | Mountway Finance

Conclusion

This transformation proved that strategic inbound methodology drives exceptional growth without advertising dependency. The 210% deal increase with identical contact volume demonstrates that better systems, not bigger budgets, create sustainable success. By leveraging Content Hub's remix capabilities and automated workflows, we built Mountway a competitive advantage that compounds over time, positioning them for unlimited organic growth.

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