Our Work: Pareto

Overview

Pareto Financial Planning operates within the financial services sector, offering comprehensive financial advice to businesses and individuals across the UK.

A successful firm, they faced the challenge of not having complete visibility on marketing and sales performance, reliant on their advisers to manage much of the process.

They had a particular focus on generating more new business from referrals and introducers.

Their goal was to use HubSpot to provide this visibility whilst improving client engagement, new business performance and marketing.

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The mission

Pareto sought a partner to help them improve marketing and sales capbility, integrate HubSpot with their existing system (Intelliflo) and ensure adoption by advisers.

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The project

We led Pareto through an agile process, integrating HubSpot, syncing data, automating workflows and providing seamless onboarding to ensure company-wide CRM adoption.

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The result

With HubSpot fully implemented, Pareto achieved better collaboration between sales and marketing, faster follow-ups, improved client engagement and more new business accountability for advisers.

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“The agile approach Karman Digital introduced provided immense value.

We were involved every step of the way, which helped us adapt faster and achieve real results. Their understanding of our advisers’ day-to-day needs and the collaboration between our marketing and sales teams has been transformative.”

Stuart Carswell

Director

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Utilising our Hatch App

Our Hatch app created a seamless integration between HubSpot and IO, synchronising 23 properties within the Hatch integration.

This resulted in more accurate data, easier access and effective integration for Pareto.

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Custom forms and automation

We developed bespoke forms and automated workflows to streamline handovers between marketing and sales.

This ensures leads are tracked from the first point of engagement through to conversion, improving visibility of the sales pipeline.

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Training and onboarding

20+ advisers were trained on how to maximise HubSpot.

Our training was designed to minimise disruption and ensure advisers could immediately start using the platform in their day-to-day activities.

The partnership between Pareto and Karman led to significant, tangible results that transformed the way Pareto operates.

Our training programme facilitated the successful adoption of HubSpot across the entire team, with all 25 advisers adopting the new way of working to deliver better outcomes.

This transition was key to unlocking more effective collaboration between sales and marketing, as the integration of marketing automation and lead tracking improved alignment between the departments.

The result was faster follow-ups, higher conversion rates, and a clear overview of all new inbound opportunities.

Pareto experienced a notable enhancement in client engagement thanks to automated processes that ensured no leads were missed, creating a more seamless and satisfying customer journey.

Beyond the operational improvements, they also embraced a more agile working culture, allowing for quicker iterations and continuous learning, which has resulted in a more dynamic and responsive approach to business.

These combined outcomes highlight the value of a tailored HubSpot solution, delivering both immediate benefits and long-term growth potential.

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HubSpot implementation

We utilise years of experience to bring the best from HubSpot’s suite of tools. By uniting your CRM data, we design the platform to work for your business.

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Growth

Leaning on decades of digital experience, we work as an extension of your team to utilise growth via services like lead gen, SEO, CRO and content design.

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Pareto

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