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New website and membership portal for JPAbusiness

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New website and membership portal for JPAbusiness
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JPAbusiness helps clients with everything from business valuations to exit strategies and sales. With years of one-on-one consulting success under their belt, JPA faced the challenge of scaling operations without sacrificing time or client experience. They needed a centralised, digital-first solution that could free up billable time and unlock new revenue.

The problem

Behind the strength of JPAbusiness’ advisory expertise was a digital presence that simply wasn’t keeping up. Their website no longer reflected the credibility of the brand, and clients were missing out on streamlined access to valuable resources. Without a membership portal or automation in place, the team was stuck in a cycle of manual processes—spending more time on admin than on delivering advice.

Problem 1:

JPA’s website was no longer fit for purpose. It lacked modern UX, automation, and functionality to attract or retain clients digitally. The absence of a self-serve component meant every client interaction required manual input.

Problem 2:

As a consultancy reliant on a small team’s time, their revenue model wasn’t scalable. Without subscriptions, automated billing, or digital products, growth meant more hours—not smarter systems.

The solution

JPAbusiness didn’t just want a prettier website—they wanted a smarter business model.

We started with in-depth discovery sessions and wireframing workshops to understand user flow, from first click to ongoing membership. This process helped us map a seamless experience, not just for new visitors but for returning members too.

We implemented a complete HubSpot CMS redesign with fully responsive UX, paired with a custom membership portal. Clients could now self-serve resources, track their consulting journey, and engage at their own pace.

To drive lead generation, we developed an interactive business health check tool—a quiz-style questionnaire that qualified prospects automatically and directed them to the right service level.

Lastly, we integrated Stripe for subscription payments, making it easy for customers to pay and stay.

The Strategic Plan
The Implementation
Focus areas
  • Deep dive sessions to map pain points and goals
  • UX wireframing to visualise user journeys and portal interaction
Discovery & Wireframing
Focus areas
  • Deep dive sessions to map pain points and goals
  • UX wireframing to visualise user journeys and portal interaction
Website Redesign (HubSpot CMS)
Focus areas
  • Fully custom build with SEO-optimised architecture
  • Responsive design for desktop and mobile
  • Conversion-optimised layout with modern UI


Membership Portal
Focus areas
  • Secure login and self-service experience
  • Access to consulting resources and tools
  • Member-exclusive content and offers

 

Lead Qualification Tool
Focus areas
  • Custom “Business Health Check” interactive quiz
  • Auto-qualified users funneled into nurture flows
  • Insights captured directly into HubSpot CRM
Stripe Integration
Focus areas
  • Subscription payments for membership
  • Automated invoicing and receipts
  • Seamless checkout experience


The Implementation

With HubSpot CMS at the core, we delivered a modular, scalable system to support JPA’s long-term goals.

Highlights

  • Migrated all content and data to HubSpot

  • Configured Stripe with full payment automation

  • Designed and built a secure membership portal

  • Created reusable templates and modules for JPA’s internal team

  • Embedded lead-gen quiz with CRM tagging and segmentation logic

Future-Proofed

JPA’s entire digital ecosystem—from their website to payments and client portal—is now managed centrally in HubSpot. This sets the stage for further growth through automated onboarding, resource delivery, and content marketing.

The Impact and Results

The shift from a time-bound service model to a hybrid digital one has been a game-changer for JPAbusiness.

  • More and better leads: The self-assessment quiz funneled high-quality leads directly into sales pipelines, reducing the need for manual qualification.

  • Recurring revenue: Subscriptions gave JPA predictable income and lower churn—members now stick around thanks to the seamless portal experience.

  • Less admin, more consulting: Automating payments, content access, and onboarding freed up internal resources to focus on value delivery.

  • Customer satisfaction: Members can now access resources on-demand, pay with ease, and interact with JPA on their own terms.

Most importantly, the business can now scale without maxing out the founder’s calendar.

They’re not just selling time anymore—they’re selling value, systems, and outcomes.

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