Automated consulting for the TEAM U Academy

Is the current status of your consultations also stored on sticky notes, in emails, or in the heads of individual people—and no one can see at a glance where the case really stands? How much easier would your everyday life be if everyone knew at all times what the next step was—and the process continued almost by itself?

TEAM U Academy achieved this goal with targeted HubSpot automations: initial consultation as a start, info email the day before, characteristics are maintained in HubSpot during the consultation, and immediately afterwards, a workflow creates a deal for all next steps. This is followed by an automated email regarding the eligibility requirements, including a form. The team checks the information and decides on the requirements. Based on this, appropriate tasks, reminders, and emails are initiated.

Every important decision is documented, the customer receives transparent updates, and finally, CreateMate automatically generates the consultation report. In addition, timely reminders accompany the funding request so that deadlines are no longer missed.

The result: less manual work and more satisfied customers—with full transparency and human oversight.

Would you also like to set up your consulting process in such a visible, efficient, and automated way? Let's talk about it.