Build · Financial Services
Younited
From limited CRM to a scalable sales engine
The challenge
Younited had a CRM in place, but it was holding them back. As the platform grew — connecting freelancers, clients, and intermediaries across the Netherlands — their commercial tooling couldn't keep up. Automation was minimal, marketing capabilities were too limited, and reporting gave leadership almost no visibility into what was actually happening in the pipeline.
They needed a system that could scale with their ambitions — not one they'd outgrow again in two years.
8
Lifecycle stages defined
3
Pipelines built
14
Automated workflows
100%
Team adoption in 2 weeks
What we did
We started by mapping Younited's commercial process end-to-end — understanding how leads came in, how sales reps qualified them, and what happened after a deal closed. From that blueprint, we designed the right HubSpot setup and migrated everything across without disrupting an active sales pipeline.
The new setup standardised how every sales rep worked, with a shared methodology baked into the CRM rather than relying on individual habits. We built lead qualification logic that stopped unqualified prospects from eating up the team's time, and layered in marketing automation that finally gave the team real campaign data.
Blueprint structure
Commercial Blueprint — Structure Overview
Lifecycle Stages
Conversion
New Business Pipeline
Simplified for confidentiality — actual blueprint contains full property mapping, automation triggers, and data logic.
The outcome
- ✓Every sales rep works from the same methodology — no more individual CRM interpretations
- ✓Management gets real-time performance data for faster, sharper decisions
- ✓Lead qualification filters out wasted effort on buyers who aren't ready
- ✓Marketing automation running with full ROI tracking across campaigns
“Worked together with Levi on CRM setup. They demonstrated expertise, collaborative thinking, and professional knowledge!”
— Younited team