001
Self-service design
Mapped the different customer routes and required contract data.
Case study
A self-service sales flow built for scale
Bedrijfsfitness Nederland wanted to handle smaller business deals more efficiently. Bright Digital created an automated sales flow in HubSpot that takes customers from application to signed agreement.
Smaller employers can now complete the process without direct sales involvement, freeing the team to focus on larger and more complex opportunities.
The challenge
Making smaller deals scalable
The existing sales process worked well, but involving salespeople in every application was inefficient for smaller employers.
BFNL wanted these customers to complete the process independently.
- Original threshold
- <50
- Sales involvement
- 0
Handling different agreements
Employers can choose from different settlement options, each requiring its own information and framework agreement.
The flow needed to collect the right data and automatically generate the correct contract.
- Self-service routes
- 3
- Contract flow
- 1
Getting the right person to sign
The person submitting an application is not always authorised to sign the agreement.
HubSpot needed to identify the correct contacts, create the agreement and send it to the right signatory automatically.
- Possible contacts
- 2
- Manual routing
- 0
A fully automated self-service sales flow
Bright Digital combined HubSpot forms, custom quotes, workflows and custom code into one automated journey.
Customer data determines the correct contract and signatory, while reminders and deal stages are handled automatically until the agreement is signed.
Key elements
- Dynamic HubSpot forms
- Automated contracts and e-signing
- Custom contact and workflow logic
