The Franchise Navigator

The Problem

The Franchise Navigator operates in the franchise consultation industry, where accuracy, trust, and a long, multi-step sales process are critical to success. However, their sales operations were highly manual and inefficient.

Their previous CRM required significant manual effort—sending emails, updating records, and moving deals between stages. This created bottlenecks and made it difficult to track key performance metrics.

Beyond inefficiencies, they lacked visibility into essential sales KPIs such as meetings booked, time to contact, win rate, and conversion rate. Without these insights, optimizing their sales process and forecasting revenue growth was nearly impossible.

The Solution

To streamline their sales and marketing efforts, we transitioned The Franchise Navigator to HubSpot, helping them select the right tools to maximize efficiency:

Marketing Hub Professional
Sales Hub Professional
Content Hub Professional
Operations Hub Starter
Marketing SMS Add-On

With HubSpot in place, we built a 90% automated sales process, significantly reducing manual work. The only remaining manual task was moving deals to closed lost after in-person conversations, which were a key part of their business.

Here’s how automation transformed their workflow:

Lead Capture & Engagement: Leads from LinkedIn DMs, website inquiries, and social events were automatically added to HubSpot and entered into an email sequence.
Automated Deal Progression: When a call was booked, the deal stage updated automatically throughout the sales pipeline.
Meeting Tracking: Each meeting in the sales cycle triggered an automatic update in HubSpot, ensuring the CRM always reflected the latest deal stage.
Form Automation: A key form required early in the sales cycle was fully automated. Instead of manually recording responses, answers were instantly stored in the deal card for easy access.

Additionally, we implemented:

Zoom integration for seamless virtual meetings

SMS messaging for faster communication

Cost Savings & Financial Impact

In addition to streamlining operations, we helped The Franchise Navigator save over 50% on the cost of HubSpot licenses and waived thousands of dollars in HubSpot onboarding fees, making the transition both cost-effective and seamless.

The Outcome

The Franchise Navigator’s primary goal was to scale their sales efforts while maintaining the precision and trust required in franchise consulting. With an average deal revenue in the low five figures, every inefficiency in the sales process directly impacted revenue potential.

32% increase in total deals within the first month
100% visibility into key sales KPIs for better decision-making
90% of the sales process automated, allowing the team to focus on high-value interactions

By eliminating inefficiencies, providing real-time insights, and delivering significant cost savings, HubSpot empowered The Franchise Navigator to scale faster, close more deals, and maintain the high level of trust and accuracy required in their industry.

Ready to Transform Your Sales Process?

If you’re still stuck in a manual sales process, struggling to track KPIs, or missing out on automation that could help you scale—just like The Franchise Navigator was—it’s time to make a change. Let’s build you a system that works for you, not against you.
Book an Intro Call today, and let’s talk about how we can help you streamline and scale with HubSpot.