How did we get them there?

To transform their business, we needed several detailed discovery sessions. We went through a wireframing process to outline how users would interact with the website, how they would purchase, and how they would interact within the portal to access the various services and functionality. A complete website redesign and rebranding exercise ensured consistency in appearance and functionality. All these changes were completed and are continually managed within the HubSpot CMS, providing a centralised platform for operations.

When you take a step back and think about combining a new website and integrated payment system with a self-serve business health check evaluation that customers can use to qualify and disqualify themselves with, it’s actually easy to imagine how transformative this could be for any financial consulting business. The culmination of these things triggered a surge in lead generation, with notably better and hotter leads. JPA has seen more sign ups month over month than ever before. Getting new customers isn’t the only benefit JPA is seeing – they’re also reporting less churn. Simply put, customers are sticking around because they’re enjoying their experience in their member portal and can access all of their needs in one place.

With our expertise and the versatility of HubSpot CMS, JPA can think a little bit more about vacation time and a little less about billable time.