Client Spotlight
Maybe*

Understanding Maybe*’s Needs

After conducting a thorough audit of Maybe*’s HubSpot usage, we addressed issues through platform updates and collaborated closely with the Maybe* team to customise HubSpot and align it to their specific needs. Over more than two months, we discovered the untapped potential in Maybe*’s utilisation of HubSpot’s features, which inspired us to assist them in maximising their platform usage. This process continues even today with continuous platform enhancements based on Maybe*’s needs.

Firstly, Maybe* has a complex user base, so we implemented a custom object strategy to improve data input and to ensure customers get the right assistance. Leads and customers can now take action on any of the linked platforms and be dropped directly into a suitable HubSpot workflow.

Saving Time With Automated Reporting

Maybe* faced time-consuming reporting challenges when creating weekly reports manually for local councils. We automated the process by implementing a custom workflow that extracted and sent relevant data to the spreadsheet, assisting them to manage their stakeholders better, and, saving up to six hours per week, allowing the Maybe* team to focus on their main roles.

Additionally, Maybe* previously used Xero to compile investor reports but still required manual adjustments and data collection from various departments. To overcome these limitations, we integrated Xero with HubSpot using an API and developed a custom reporting dashboard to create a centralised reporting solution generating two distinct reports that cater to specific stakeholder needs, ensuring that the management team gets the right information at the right time.

Creating Targeted, Personalised Messaging

To ensure customer and lead satisfaction, Maybe* focuses on delivering personalised education centred on social media and their platform specifically. While existing workflows have served this purpose, there was room to enhance the stakeholder experience by providing timely and desired information that the audience would find useful.

Up to this point, email workflows resulted in more than 2,6 million emails being sent to Maybe*’s subscribers; however, despite scheduling Zoom meetings with salespeople and sending confirmation emails to new leads, Maybe* observed a significant number of no-shows. We integrated an SMS platform with HubSpot to send automated SMS reminders for upcoming meetings resulting in increased attendance and improved conversion rates.

We also defined custom behavioural events in HubSpot so that subscribers could receive tailored content based on their actions within the Maybe* platform. For instance, advanced users no longer receive emails about basic features but instead receive advanced feature details sooner. By recognising specific user actions, HubSpot ensures customers receive content that aligns with their level of expertise.