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CRM Public Funding Consulting

Zebra Embassy

Zebra Embassy is a Munich consultancy helping startups secure public funding. Project progress, company contacts and reminders needed a shared home. HubSpot now brings these records together, creates follow up tasks and receives automatic project updates.

Key Outcome

HubSpot holds project and relationship records together and creates follow up tasks automatically.

Tracked hours
43
Tasks
57

Tracked hours by project, as a share of the client total

Tools used

  • HubSpot
  • Make
  • Google Apps
  • OpenAI

What we built

  1. 01

    Project progress

    The team can see company stages, funding status and upcoming milestones in HubSpot.

  2. 02

    Follow up tasks

    Project milestones automatically create reminders and next steps for the team.

  3. 03

    Company relationships

    Investor contacts, areas of interest and relationship history stay with the relevant companies.

  4. 04

    Project updates

    Existing company information updates HubSpot automatically; a separate trial tested another source.

  5. 05

    Team workload

    Saved views show each teammate’s projects and help the team review priorities.

  6. 06

    Sales handover

    Automatic handover notes and reviews of lost opportunities help the team carry lessons forward.

Zebra Embassy helps startups and growing companies secure public funding. The team needed one place for company relationships, project progress and reminders. HubSpot now keeps these records together, with automatic follow up tasks and project updates. Earlier records moved across from Attio.

Projects

  • Ongoing Support

    Ongoing support helps Zebra Embassy carry sales information into client delivery. HubSpot and Make create handover notes, review lost opportunities and support company research.

    Read case study

  • HubSpot Onboarding

    HubSpot gives Zebra Embassy a shared view of companies, funding projects and investor relationships. The team can follow milestones, see workload and receive automatic reminders without maintaining…

    Read case study

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