Group revenue across six brokerages
Group reporting for a network of six brokerages
Each brokerage kept its own HubSpot account while management saw group revenue in one place.
Read the case studyUK commercial finance businesses
Delivered
The businesses needed a regular flow of relevant marketing, with less manual coordination between their sales knowledge, content, audiences and publishing schedule.
We built a managed workflow that turns CRM activity and market knowledge into content for review, lets clients edit and approve it, and coordinates scheduled publishing and segmented email campaign preparation.
The businesses had the raw material for useful marketing: completed deals, customer knowledge, market developments and specialist expertise. Turning it into a regular publishing schedule still required someone to choose the topics, prepare the copy and creative, coordinate feedback and get each item out.
Solharbor brought those steps into a managed workflow, combining AI-assisted production with client review and hands-on delivery.
We use CRM activity and audience analysis to help plan content around the actual business. Deal stories, market commentary and educational topics become a forward calendar, with copy and branded creative prepared for review.
Clients can submit ideas with supporting context, edit drafts, request revisions and move publishing dates. The workflow keeps the client’s editorial decisions in the process.
Clients connect their company page and approve the content they want released. The publishing workflow queues approved posts for the agreed time. The team can see which items still need attention rather than finding out after a slot has passed.
For targeted email work, we connect the campaign idea to the customer records that make it relevant. In one engagement, accounting-period information helped identify an audience for a timely funding campaign.
We prepared the audience and campaign for client review. Contact-quality checks also identified mismatched names and email addresses, a company in liquidation and an address requiring correction, allowing the client to decide what to remove or fix before sending.
The businesses gained a repeatable way to plan, review and deliver marketing. Clients were able to amend and schedule posts, request new content, and review campaign recipients before release. Solharbor supports the workflow as an ongoing service.
Group revenue across six brokerages
Each brokerage kept its own HubSpot account while management saw group revenue in one place.
Read the case study
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