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Top Up Loft Insulation HubSpot Sales Hub implementation

Home insulationStarted December 2024

A Top Up Loft Insulation automated workflow in HubSpot

A HubSpot implementation with automated workflows and follow-up sequences, and £240k+ in revenue in the two months since.

Client
Top Up Loft Insulation
Sector
Home insulation
Timeline
Started December 2024
Pillars

Pillars: Nurture and Convert

Services
Website
topuploftinsulation.co.uk (opens in a new tab)

Results

  • £240k+Revenue in two months since HubSpot
  • 3,300+High-intent leads generated within two years
  • 100%Sales team trained in HubSpot

The brief.

Top Up Loft Insulation is a leading provider of high-quality loft insulation solutions, helping homeowners improve energy efficiency while reducing heating costs. As demand for sustainable home insulation increased, their sales process lacked efficiency, relying on fragmented tools that slowed down lead management and conversion.

Seeking a robust CRM solution, automated sales processes, and improved lead nurturing, Top Up Loft Insulation partnered with us for a comprehensive HubSpot implementation.

The result? A fully optimised HubSpot CRM with automated sales workflows, structured lead categorisation, and an efficient follow-up process that improved conversions and maximised ROI.

The Top Up Loft Insulation sales dashboard in HubSpot

What we set out to do

  • Ensure seamless adoption of HubSpot Sales Pro: Conduct in-depth onboarding and training sessions for the sales team, with Loom videos provided for future reference and continued learning.
  • Implement a centralised CRM system: Configure HubSpot to manage the entire sales pipeline, from lead generation to deal closure, improving sales efficiency and customer tracking.
  • Automate lead nurturing and follow-ups: Develop advanced workflows that automatically assign leads, trigger follow-up emails, and streamline the sales process to increase conversion rates.
  • Integrate HubSpot with appointment scheduling tools: Set up Calendly and link it to HubSpot, ensuring seamless booking experiences with automated reminders and follow-ups.
  • Cleanse and categorise customer data: Import and organise historical customer data into HubSpot, creating structured deal stages and lead categorisation based on insulation types.
  • Launch a structured email follow-up strategy: Implement a 10-step email sequence per sales team member, ensuring effective lead nurturing and engagement tracking.
  • Optimise digital marketing lead generation efforts: Improve Google and Meta Ads campaigns, ensuring all generated leads are seamlessly tracked and integrated into HubSpot for better conversion monitoring.
Top Up Loft Insulation follow-up sequence results in HubSpot

What changed

  • Seamless HubSpot adoption & sales automation: The entire sales team successfully onboarded, with ongoing training support through detailed Loom videos, ensuring continued adoption and proficiency in HubSpot.
  • Streamlined lead management & CRM efficiency: Centralised customer interactions and deal tracking with automated workflows, significantly reducing manual admin tasks and improving efficiency.
  • Fully automated sales workflows & email sequences: Developed and implemented advanced automation workflows that nurture leads, assign tasks, and provide personalised follow-ups at scale.
  • Integrated appointment scheduling & follow-ups: Successfully linked Calendly with HubSpot, ensuring all scheduled calls have automated reminders, confirmations, and follow-ups, improving attendance rates.
  • Enhanced data accuracy & lead segmentation: Cleansed and imported thousands of records into HubSpot, structuring deals and categorising leads as Marketing Qualified Leads (MQLs) or Sales Qualified Leads (SQLs).
  • High-intent lead generation & CRM optimisation: Implemented optimised Google and Meta Ads campaigns, generating 3,300+ high-quality leads, all seamlessly tracked and managed within HubSpot.
  • Significant time & cost savings in sales processes: Automated sales workflows and CRM processes resulted in a dramatic reduction in admin time, allowing the sales team to focus on closing deals and increasing revenue.

How we
did it.

6 steps, from the first conversation to the results.

  1. Discovery and CRM strategy

    We started by analysing Top Up Loft Insulation’s sales funnel, identifying inefficiencies and areas where automation could save time and improve conversions.

  2. HubSpot setup and sales team training

    We onboarded the entire sales team, configuring HubSpot Sales Pro, setting up pipelines, deal stages, and automated workflows, and providing Loom video tutorials for future users.

  3. CRM automation and lead categorisation

    Our team built advanced sales workflows to automate lead categorisation based on insulation type, ensuring that sales reps received the most relevant leads.

  4. Email and calendar integrations

    We connected Google Calendar, Gmail, and Calendly to HubSpot, allowing sales reps to schedule, track, and automate reminders for sales calls without manual input.

  5. Automated follow-up email sequences

    We implemented a 10-step email follow-up system per sales rep, nurturing leads over time and increasing conversion rates through engagement-based workflows.

  6. Google Ads and Meta Ads optimisation

    We set up Google Ads & Meta Ads tracking within HubSpot, allowing real-time lead attribution, remarketing, and audience segmentation for improved ad performance.

See it live at topuploftinsulation.co.uk.

Visit the website (opens in a new tab)

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