HubSpot as engine for growth of Expatfile

Expatfile is an ambitious scale-up in the international tax return software market. American expats around the world use the software to get their annual tax return done in just 10 minutes. The goals for 2023 were hefty: in one year, sales must go over the top and preferably even faster. But before you run toward your goal, you need to establish a structure. This is how you make your processes scalable and measurable.

way to go

Expatfile was already working with Hubspot as a CRM. They were well on their way, but were still missing finesse and not getting everything out of their HubSpot application.  

THIS IS WHAT THEY RAN INTO:

  • Lots of manual work to make data insightful
  • Little scalability and measurability of internal processes
  • Little structure within automated email flows
  • Little grip on optimizing the Customer Journey
  • A lot of ambition, but where to start?

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Endeavour has ensured that our growth is a lot faster. Especially in the area of knowledge. I know quite a bit about HubSpot, but Endeavour's knowledge is much greater."
journey expatfile

Custom customer journey

Through a custom-designed customer journey design, we created overview and structure. Every touchpoint, right down to the email, was incorporated into the journey. Together with Expatfile, we scrutinized the performance of existing marketing campaigns and identified opportunities for improvement. From flows for inactive contacts to automated retargeting.

The focus was on marketing actions that performed less well, but had an important role in the journey and could increase conversion in the short term. For example, drop-off emails closer to payment or the timing of the welcome email to retain subscribers. Running A/B tests in emails provided data-driven improvement.

Every day 1% better

Most organizations know that email marketing can be improved, but where to start is often a guess. Our developed blueprint for Expatfile gave guidance for what campaigns are needed when for a successful rollout.

Expatfile has thousands of users around the world so every percent in retention and conversion counts.

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