How Our Client Achieved 70% Lift in Lead Conversion with HubSpot Marketing Hub

CloudCache Consulting helped the client modernize operations with HubSpot marketing hub, smart workflows, and targeted notifications. The implementation cut job allocation time by about 70%, produced a double-digit lift in lead conversion, increased tradesperson engagement, and automated commission tracking and invoicing. The result is a scalable, auditable platform that improves customer response, reduces admin load, and creates predictable revenue processes while preserving the human relationships at the heart of the marketplace.

About The Company

The client is a fast-growing digital platform based in Ireland that connects homeowners with reliable local tradespeople across multiple service categories — from plumbing and electrical work to home renovations. The company’s mission is to simplify how people hire trusted professionals while helping tradespeople grow their businesses.

Customer Challenges

The client had momentum from interest and signups, but the backend was holding them back. Job requests came in from multiple places, notifications went to everyone, and admin work piled up. Their team needed a system that felt immediate and fair to users, and invisible to customers once it worked.

Fragmented Communication Channels

Without a unified system, customer and tradesperson interactions were spread across emails, forms, and manual tracking.

• Multiple data sources caused delays in job confirmations.
• Manual updates often led to inconsistent customer communication.
• No centralized tracking made it difficult to monitor job progress.

Inefficient Lead and Job Management

Lead generation was strong, but lead conversion and tracking required a structured system.

• Lack of CRM integration meant job requests were manually entered and monitored.
• No visibility into customer engagement history.
• Tradespeople couldn’t easily access or apply for suitable jobs.

Limited Automation in Service Allocation

The process of notifying tradespeople about new job opportunities required manual effort.

• Notifications were sent to all tradespeople, regardless of location or service type.
• High chances of job overlap and missed opportunities.
• No mechanism to assign jobs automatically based on skill or service area.

Administrative Bottlenecks in Payment and Commission Tracking

Commission calculation and invoicing were done manually, creating inefficiencies and delays.

• No automated process for commission rate calculation.
• Admins lacked clear visibility into job completion data.
• Delayed invoicing affected cash flow and reporting accuracy.

Solutions

We tailored  the custom HubSpot marketing hub and purpose-built automation so the platform could support scalability.

Key Implementation Steps

HubSpot Marketing Hub Implementation and Custom Objects

To centralize customer and tradesperson data.

• Created a custom HubSpot object “TrustyTrades Posts” to track each service request.
• Automated contact creation whenever a customer submitted a service form.
• Associated every post with its respective customer, ensuring full job history visibility.

Workflows Automation

To streamline and personalize engagement between customers and tradespeople.

• Built workflows that triggered WhatsApp notifications immediately after job submission.
• Configured workflows to send confirmation emails to both admin and tradesperson.
• Integrated area-based filtering logic to ensure only relevant tradespeople received alerts.

Tradesperson Dashboard and Multi-Step Form Setup

To simplify job applications and improve transparency.

• Designed a dashboard for tradespeople to view and apply for job posts.
• Added multi-step registration forms where responses could be updated anytime.
• Enabled admins to track tradesperson responses and manage job progress in real time.

Commission and Pipeline Automation

To create an accurate, automated financial workflow within HubSpot.

• Configured HubSpot pipelines to track job stages and status changes.
• Automated commission rate calculation based on job value.
• Enabled real-time reporting of completed jobs for quick invoicing.

Results

The shift felt immediate. Jobs were matched and pushed to the right tradespeople far faster, saving hours of manual work each week.

• 70% faster job allocation: Automated workflows and area-based notifications drastically reduced manual matching time.
• Improved lead conversion: Centralized CRM and workflow automation improved conversion tracking and responsiveness.
• Higher tradesperson engagement: Real-time notifications and dashboards encouraged faster response and participation.
• Accurate commission management: Automated calculation and invoicing minimized administrative errors.

Technology and Tools Used:

HubSpot Marketing Hub, Stripe, WhatsApp Business, Google Analytics

Final Words

The collaboration between the client and CloudCache Consulting represents how thoughtful automation and CRM expertise can reshape an entire business model. Working closely with the client team we built practical automation, and delivered tools that feel human to customers and tradespeople equally.
For businesses ready to scale without losing the human touch, our HubSpot Consulting Services and automation practice turns operational pain into measurable growth. Contact us today . You can also read our happy clients’ reviews on Upwork.