🗣️ The Topic

Join Cassy Woodforth and Harry Spicer-Short for this exclusive session where we’ll show you exactly how to set up HubSpot to meet the unique needs of finance brokers. From organising your pipelines to automating repetitive tasks, we’ll help you create a system that saves you time, keeps you on top of your leads, and helps you close more deals. Whether you’re new to HubSpot or you’ve been using it for a while but feel like you’re not getting the most out of it, this session is designed to give you practical, actionable steps to take your brokerage to the next level.

📆 The Agenda

Why HubSpot is a Game-Changer for Finance Brokers: Learn why a properly set-up HubSpot system is critical for managing leads, nurturing client relationships, and staying ahead in a competitive market.

Customising HubSpot for Finance Brokers: Discover the specific tools and features that we recommend finance brokers use to streamline their workflows, from lead tracking to client communication.

Building a Workflow That Works for You: Get step-by-step guidance on how to set up pipelines, automate follow-ups, and organise your client data so nothing falls through the cracks.

Pro Tips for Success: Cassy and Harry will share insider tips on how to avoid common mistakes, maximise HubSpot’s potential, and create a system that works for your unique business needs.

🚀 The Breakdown

This online event will be a practical guide tailored specifically for finance brokers. Where you’ll learn how to set up HubSpot to manage your leads and clients more effectively, automate time-consuming tasks so you can focus on building relationships and closing deals. Plus, you’ll have the chance to ask Cassy and Harry your burning questions during the live Q&A session. This is your opportunity to get personalised advice from HubSpot experts who understand the challenges finance brokers face every day.

If you’re ready to stop feeling overwhelmed and start using HubSpot to its full potential, this session is for you. Spots are limited, so don’t wait 👉 grab your FREE ticket today and get ready to transform the way you work!