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Liquid Gold Whiskey Investment Club HubSpot, LinkedIn and sales automation

Whiskey investmentStarted July 2022

A Liquid Gold lead status workflow in HubSpot

A complete HubSpot implementation with LinkedIn lead generation: 288 high-intent investor leads in the first month, at £9.89 each.

Client
Liquid Gold Whiskey Investment Club
Sector
Whiskey investment
Timeline
Started July 2022
Pillars

Pillars: Attract, Nurture and Convert

Services
Website
liquidgoldirishwhiskey.com (opens in a new tab)

Results

  • 288+High-intent investor leads
  • £9.89Cost per lead
  • 31Open deals in the first month

The brief.

Liquid Gold Whiskey Investment Club specialises in Irish whiskey cask investments, offering exclusive opportunities to investors worldwide. While their business model was thriving, their sales process was disjointed, making lead management inefficient and time-consuming.

Seeking a fully integrated CRM, automated sales workflows, and structured lead nurturing, Liquid Gold partnered with us for a complete HubSpot implementation.

The result? A powerful HubSpot CRM setup, featuring automated lead tracking, streamlined deal management, and high-performance sales workflows, optimising efficiency and increasing conversions.

A Liquid Gold follow-up sequence in HubSpot with its results

What we set out to do

  • Seamless HubSpot onboarding and team training. Onboard the entire sales team with HubSpot Sales Pro, providing live training and detailed Loom videos for future reference.
  • Implement a fully integrated HubSpot CRM. Configure deal pipelines, lead tracking, and automation workflows to streamline investment inquiries and follow-ups.
  • Automate sales and lead nurturing workflows. Develop highly targeted email sequences and workflows to automate prospect engagement and improve conversion rates.
  • Optimise payment and transaction processes. Fully integrate Stripe & HubSpot Payments, enabling seamless transactions for whiskey cask purchases.
  • Enhance lead segmentation and qualification. Implement automated workflows to categorise leads as Marketing Qualified Leads (MQLs) or Sales Qualified Leads (SQLs) based on engagement.
  • Improve LinkedIn outreach and sales admin efficiency. Automate LinkedIn lead generation, sending over 100+ personalised connection requests to high-net-worth investors.
  • Scale digital marketing and retargeting strategies. Set up Meta Business Manager & remarketing audiences to nurture warm leads and drive conversions.
A Liquid Gold follow-up email

What changed

  • Full HubSpot Sales Pro onboarding and CRM optimisation. Successfully trained and onboarded the entire sales team, with ongoing support via Loom videos and live sessions.
  • Advanced HubSpot automation and lead tracking. Developed custom workflows, ensuring leads were automatically assigned, followed up, and nurtured.
  • Seamless transaction processing with Stripe and HubSpot payments. Enabled one-click payment processing, improving cash flow and simplifying whiskey cask investments.
  • Enhanced email engagement with 10-step follow-up sequences. Launched targeted email campaigns per sales team member, ensuring prospects received tailored messaging at every stage.
  • 288 high-intent investment leads generated in the first month. Delivered CEO-level investor leads, achieving an average cost per lead of just £9.89.
  • Structured lead segmentation for improved sales efficiency. Implemented automated workflows to qualify, score, and segment leads based on engagement, increasing deal close rates.
  • Expanded digital advertising with retargeting & CRM syncing. Set up Meta Business Manager, Google Ads retargeting, and CRM-integrated ad tracking, improving campaign ROI.
A Liquid Gold deal stage workflow in HubSpot

How we
did it.

7 steps, from the first conversation to the results.

  1. Sales process analysis and CRM strategy development

    We conducted a deep dive into Liquid Gold’s sales process, evaluating their lead sources, sales funnel inefficiencies, and manual workflows. Our goal was to identify areas where HubSpot automation could enhance efficiency, streamline lead management, and accelerate conversions.

  2. HubSpot Sales Pro onboarding and team training

    To ensure seamless adoption, we fully onboarded the Liquid Gold team onto HubSpot Sales Pro, configuring the CRM, pipelines, and automation workflows. We provided detailed Loom video tutorials and live training sessions, equipping the team with the skills to leverage HubSpot effectively.

  3. Automated lead management and sales workflows

    We implemented sophisticated HubSpot workflows to automate lead assignment, follow-ups, and task reminders. These workflows categorised leads into Marketing Qualified Leads (MQLs) and Sales Qualified Leads (SQLs), ensuring that high-intent prospects were prioritised for engagement.

  4. Stripe and HubSpot Payments integration for seamless transactions

    To simplify investment transactions, we fully integrated Stripe with HubSpot Payments, enabling secure, one-click payments for whiskey cask purchases. This allowed Liquid Gold to offer a seamless, professional payment experience while tracking transactions within HubSpot.

  5. Personalised email sequences and lead nurturing

    We designed and implemented a 10-step email follow-up sequence, ensuring that each lead received timely, personalised communications based on their engagement level. These automated sequences improved lead conversion rates by keeping investors engaged throughout the sales process.

  6. LinkedIn and paid ad lead tracking integration

    We optimised Liquid Gold’s LinkedIn Ads campaigns, targeting high-net-worth investors and CEOs. All leads were seamlessly imported into HubSpot, where they were automatically categorised and nurtured through custom lead scoring and automated workflows.

  7. Ongoing CRM optimisation and sales automation

    Beyond the initial implementation, we continue to refine and optimise Liquid Gold’s HubSpot workflows and lead management processes. By monitoring engagement data, sales conversions, and workflow efficiency, we ensure that their sales automation system remains high-performing and scalable.

See it live at liquidgoldirishwhiskey.com.

Visit the website (opens in a new tab)

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