How do you build a structure for a huge up-scale?
How Expatfile grows with HubSpot
Wie
Expatfile
Categorie
B2C software application
Branche
Financial services
Tech
HubSpot
Verleende serices:
Portal audit, Customer journey design, Email marketing, Consultancy
HubSpot as Engine for Growth
Expatfile is an ambitious scale-up in the international tax return software market. US expats worldwide use the software to complete their annual tax returns in just 10 minutes. The goals for 2024 are hefty: in one year, sales should go over the top and preferably even faster. But, before we started to run towards any goal, we needed to establish a solid foundation. This is how you make your processes scalable and measurable.
The Challenge
Expatfile was already working with HubSpot as a CRM. They were well on their way but lacked finesse and did not get everything out of their HubSpot application.
- A lot of manual work to make data insightful
- Little scalability and measurability of internal processes
- Ad hoc way of working with email marketing
- Limited control over optimising the Customer Journey
Lots of ambition, but where to start?
Expatfile & Endeavour
To start, we did a thorough audit of the account. The audit provided detailed insights and practical solutions that could ramp up the engine for growth. We distilled all insights into a project with concrete to-do’s. Ready to be ticked off.
The results of our audit
Quick wins
- Automated email workflows for unengaged contacts
- Cleaned and structured database
- Cleaned and corrected pipelines
- Marketing contact status management
We visualised data in the following dashboards:
Remko Kooimans
Digital Marketing Specialist
Through a customised customer journey design, we created an overview and structure. Right down to the email, every touchpoint was incorporated into the journey. Together with Expatfile, we scrutinised the performance of existing marketing campaigns and identified opportunities for improvement. From flows for unengaged contacts to automated retargeting.
The focus was on marketing actions that underperformed, but had an essential role in the journey and could increase conversion in the short term—for instance, drop-off e-mails closer to payment or the timing of the welcome e-mail to retain subscribers.
Together we created a blueprint to keep an overview and guide future projects.
Most organisations know that email marketing can be improved, but where to start is often a guess. Our elaborated blueprint for Expatfile guided which campaigns are needed for a successful rollout.
Expatfile has thousands of users worldwide, so every percentage in retention and conversion counts.
You may ask us anything
Or just stop by to say hi. We are thrilled to think about your challenges.
Let us contact you
