HubSpot and Elopage Setup for Online Coaching Business

Intu Grace GmbH runs an online coaching business in high seven figures, with thousands of transactions and hundreds of orders every month. The company required a long-term solution for customer service, improved marketing tools and a better system for non-paying customers.

• Order Fulfilment, Membership Management and Customer Service completely disconnected
• Mediocre customer service experience because of data blind spots
• No reporting on sales performance or customer satisfaction

• Centralise customer database in a CRM
• Sync orders from Elopage with CRM
• Sync payments from Elopage with CRM
• Enable better customer service
• Solve the problem of payment reminders
• Integrate CRM with Kajabi to handle memberships and access to materials

• Entire customer history, with all purchases, payments and communication in one place
• Replaced ActiveCampaign with HubSpot Marketing Hub, simplifying and improving marketing efforts
• Full sync of orders and payments from Elopage in HubSpot
• Established a fully automated payment reminder system
• Massively improved customer experience since customer support is able to see full history of customer interaction
• Simplified payment reminders, reducing the amount of manual work from 100s of hours per month to just 4 hours
• Created dashboards with up-to-date sales, service and financial reports