The Localyze Project
Localyze came with an opportunity to create greater consistency across its HubSpot data, marketing opt-in processes and lead qualification. We worked across CRM strategy, data structure, automation and testing to create clearer rules for how contacts enter, progress through and are qualified within the CRM.
01 — Creating a smarter data foundation
Turning customer data into meaningful CRM signals
We reviewed how contacts were being captured across Localyze’s digital ecosystem, mapping the information collected through different sources and defining how those data points should translate into useful CRM properties, source information and lead status.
02 — Building intelligent qualification
Making lead scoring work harder
We refined the approach to lead scoring and grading, bringing together contact information, marketing engagement and behavioural signals to create a more structured qualification framework. The result was a clearer path towards identifying high-value prospects and supporting more focused sales and marketing activity.
03 — Designing compliant, connected automation
Creating the right journey for every market
We designed and tested new HubSpot workflows to manage marketing consent across different markets, incorporating single and double opt-in requirements alongside lifecycle stage, lead status and marketing contact status. Each scenario was tested, refined and validated to create a reliable foundation for future automation.
The Result? A clearer CRM foundation for growth.
Structured data. Smarter qualification. Connected automation. A CRM framework designed to give teams greater clarity and confidence in every stage of the customer journey.