Node Building Consultancy

Replacing manual processes with HubSpot Sales Hub, streamlining sales, automating tasks, and boosting collaboration for scalable business growth.

HubSpot

CRM

Sales Hub

Relaunching with a Refined CRM Strategy

Objectives

Node needed a flexible CRM to support sales growth, automate processes, and onboard the team with a structured, scalable setup tailored to their business model.

Challenges

The team was reliant on spreadsheets, lacked sales visibility, and had no standardised sales process, leading to duplicate work, inconsistent pricing, and communication gaps.

Solution

Through guided onboarding, we defined their sales process, built automation, integrated with Xero, and provided team training, ensuring a scalable, collaborative, and transparent system.

From Manual to Methodical: A Sales Hub Built for Growth

By the end of the onboarding, Node Building Consultancy had a complete and consistent sales process built in HubSpot. The implementation of playbooks, sequences, and forecasting tools brought structure and clarity to their pipeline. Team-wide transparency improved dramatically, helping eliminate duplicated conversations and standardise client communications, boosting productivity and enabling confident business growth.