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Financial Services & Wealth Management
$100m+
147k+
90%
CASE STUDY
Whitefox
Whitefox transformed how it manages vendor projects and sales workflows — using HubSpot automation to accelerate lead conversion and streamline operations across the board.
Overview
Whitefox needed a better way to manage its vendor projects and move leads from enquiry to conversion, faster. As they juggled multiple campaigns and vendors, fragmented processes were slowing growth and creating inefficiencies. Partnering with Digital Stand, they used HubSpot to transform their workflows—replacing manual follow-ups with automated sequences, centralising project oversight, and delivering targeted messaging through segmentation. The result: a streamlined, high-performance sales engine built for scale.
PROJECT
Whitefox wanted to reduce time-to-enquiry and streamline project oversight. With multiple vendor projects running in parallel, they needed automation, visibility, and a better way to allocate leads without losing speed or accuracy.
WHAT WE DID
We implemented custom workflows in HubSpot to handle lead routing, automate follow-up, and build targeted lists using advanced segmentation. Every step—from lead capture to enquiry—was optimised to improve speed and conversion.
TIMELINE
Project delivery and rollout were completed within 12 weeks.
Key Challenges
01.
Complex Project Oversight
Multiple vendor projects ran in parallel with no unified view of lead or campaign performance.
02.
Slow Sales Response Time
The lack of automation meant follow-ups were delayed or missed entirely, lengthening the time from enquiry to formal engagement.
03.
Manual Lead Allocation
Routing leads to the right vendor relied heavily on manual effort, increasing the risk of misallocation and delays.
04.
Limited Segmentation Capability
Generic messaging and broad targeting limited engagement, as Whitefox couldn’t personalise communication at scale.
Process
Digital Stand collaborated closely with Whitefox to map out lead journeys across multiple vendor projects. We designed and implemented automated workflows that routed leads instantly to the right teams, built dynamic segments for personalised communication, and introduced real-time notifications to accelerate sales follow-ups. By consolidating project oversight within HubSpot, Whitefox gained a clear, centralised view of all activities — improving visibility and enabling continuous optimisation of campaigns and lead management.
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Our Solutions
To overcome Whitefox’s challenges, we implemented a tailored HubSpot solution combining automation, segmentation, and streamlined lead management to drive faster, more accurate sales processes.
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Multi-Vendor Project Oversight
We centralised lead tracking across projects so Whitefox could manage multiple vendors without switching platforms or losing visibility. -
Automated Lead Allocation
New leads were routed instantly to the right vendor project using custom criteria, eliminating lag time and human error.
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Faster Follow-Up
Sales automation sequences ensured every lead was nurtured from day one, cutting response delays and keeping prospects engaged. -
Precision Segmentation
Using HubSpot's segmentation tools, we enabled tailored communication based on customer attributes, improving both engagement and conversion.
These targeted solutions transformed Whitefox’s operations, delivering greater efficiency, improved engagement, and accelerated sales.
Results That Speak for Themselves
The impact of these improvements was clear and measurable across Whitefox’s sales and operational metrics.
Lead Allocation Efficiency
Automated workflows significantly raised lead-to-project accuracy by 35%.
Shortened Sales Cycle
Lead-to-enquiry time dropped by 40%, giving Whitefox a faster path to conversion.
Stronger Conversion Rates
Segmented lead lists and follow-up automation helped lift conversion rates by 25%.
Sales Team Productivity
Admin time was cut in half, with sales reps reporting a 50% boost in efficiency.
“Working with Digital Stand has been instrumental in maximising our use of HubSpot. What started as a CRM setup has evolved into email communications, social scheduling, and now, media and CMS integration. Matt’s insight and execution ensure we’re not just using the platform—we’re leveraging its full potential.”
Sales DirectorWhitefox
Resulting in a Referral-Driven Ecosystem
Whitefox’s sharper internal processes, faster lead response, and personalised communications significantly elevated the experience for both vendors and buyers. With stronger engagement and better outcomes at every stage, customer satisfaction surged—naturally leading to more referrals. As a result, Whitefox now benefits from a sustainable, high-performing sales pipeline powered by both automation and customer advocacy.
35%
Faster, more accurate lead allocation
40%
Reduction in lead-to-enquiry time
25%
Lift in lead-to-customer conversions
50%
Boost in sales team productivity