The Challenge
- Fragmented Systems: TLL relied on multiple disconnected tools for CRM, marketing, and content management, leading to inefficiencies and data silos.
- Manual Processes: The lack of automation meant their internal teams were burdened with repetitive tasks, reducing overall productivity.
- Complex Website Needs: Their website lacked a responsive, user-friendly design and advanced features like dynamic class schedules, making it difficult for users to find relevant information.
- Limited Knowledge of CRM and Marketing Tools: The internal team lacked the expertise to leverage advanced CRM and marketing tools for data-driven decision-making.
Our Approach
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HubSpot Setup and Customisation
We started by setting up and configuring TLL’s HubSpot portal, including:
- Configuring user access, branding elements, and domain settings.
- Customising CRM properties and workflows to automate repetitive tasks such as lead nurturing and customer follow-ups.
- Designing email templates and campaign tools tailored to TLL’s needs.
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Content and Website Development
Using HubSpot CMS, we built a responsive website optimised for mobile and desktop users. Key features included:
- Custom Page Templates: Developed for inquiries, brochures, registrations, and more.
- Dynamic Class Schedules: Designed with advanced search functionality to help users find and filter class schedules easily.
- SEO Integration: Implemented SEO best practices to improve search engine visibility.
- Custom Page Templates: Developed for inquiries, brochures, registrations, and more.
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Training and Documentation
To empower TLL’s team, we conducted a series of workshops tailored to their needs:
- Training focused on CRM, marketing tools, and CMS usage, ensuring their team could operate HubSpot effectively.
- Delivered comprehensive documentation, including step-by-step guides and best practices to support ongoing use.
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Integration and Data Migration
We ensured seamless communication between HubSpot and TLL’s existing systems by:
- Migrating existing data using templates to maintain accuracy and compatibility.
- Collaborating with third-party vendors to integrate HubSpot with external platforms like payment gateways and student management systems.
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Support and Maintenance
We provided ongoing support to ensure HubSpot remained aligned with TLL’s evolving needs:
- Regular troubleshooting and refining workflows.
- Offering technical guidance and implementing feature enhancements based on new requirements.
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Project and Subscription Management
To ensure smooth execution, we:
- Monitored project progress, resource allocation, and timelines.
- Managed HubSpot subscriptions to keep licenses active and features optimised for TLL’s needs.