A fully automated sales pipeline that would take care of basic communications and save them time each week
HubSpot support and recommendations for optimisations and efficiencies
Development of digital documents that could be automatically filled with data from the CRM, as opposed to being filled out manually every time
Efficiencies throughout the entirety of the sales process, from communication to data-management
To ensure that the personable, human-centric approach that True Pride so effectively used was maintained through their automations
Identifying the problem
True Pride is a personal insurance firm that provides personalised advice on insurance in a uniquely human, personable way. Originally finding us through the HubSpot Agency Partner Directory, they reached out to us to see if we could help to automate their sales process and save them valuable time.
True Pride had a solid understanding of what was holding them back and the sort of support they would need from a marketing partner - they were being bottle-necked by significant admin time during their sales process. What they needed was a leaner process that used automation to take care of time-consuming tasks so that man hours could be better spent communicating with their clients. We recognised the risk of losing the human touch with automating much of the sales process, so we prioritised tone of voice and avoiding any robotic messaging.
Hours Saved Per Sale
Fully Linked, Automatic Documents
Increase in Capacity for New Clients
Across the board, our changes and optimisations have resulted in considerable time saved for staff, and a smoother, more consistent experience for True Pride customers.
The automation implemented as part of the sales process means that True Pride are no longer relying on emails sent manually as required, as well as better categorising the steps of the sales process. This has meant less time is specifically required when it comes to working with each client, with automation filling in the gaps and keeping things moving.
All in all, True Pride has gained time back in their day from the automatic generation of detailed documents and automated communications, increasing their capacity for new work and better protecting against scaling in the future.
"From the moment I messaged Trav as he was out of the office at a mates wedding yet still helped me on the spot, my experience with the NBH team has been unreal. I have been tinkering around in this space personally like a mad scientist for the past few years and having a team of people (especially Dom) that not only don't make me feel like a weirdo with all the ideas but more importantly digest these crazy ideas and implement them into my business has been a game-changer. We are only at the start of the journey, and whilst initially daunting, the only thing I regret is not having found these guys sooner. Thanks legends!"
We're extremely proud of the work we've achieved with True Pride - they're an excellent reminder that some small changes behind the scenes can lead to big impacts in the future. The strong foundation of our first project with True Pride has paved the path for our next project, which is the design and development of a new website focused on conversion optimisation and lead generation.
Watch this space for what comes next!