Proposal for Bay Travel

24 June 2025

bay travel logo

Your Situation OR Pain Points

Low Marketing Efficiency
  • No strategic automated nurture campaigns.

  • TOFU efforts like social and paid are not integrated with downstream automation.

  • Limited use of HubSpot’s native tools for campaign execution, segmentation, or smart content.

  • Database quality is poor or outdated.

  • Lead nurture, enrolment follow-ups, and referral generation rely heavily on manual intervention.
  • Internal team lack the automation needed for scalable outreach and follow-up.
     
Lack of Visibility & Reporting

  • Current setup does not allow for centralised dashboards to measure marketing ROI, sales funnel velocity, or enrolment conversion.

  • Inconsistent reporting across touch points makes it difficult to make data-informed decisions.
Sales Enablement Gaps

  • No formalised buyer journey stages within the CRM.

  • Inadequate content and automation to support pipeline progression.

  • Unstructured Pipeline management 

  • Lack of streamlined communication (e.g. calling, sequences, templates).

  • No formal sales and marketing alignment.
Limited AI or Smart Automation

  • No setup of HubSpot AI features or predictive tools to accelerate operations.

  • Inability to leverage automation for lead scoring, content personalisation or sales prioritisation.

Goals

  • Looking for an off-the-shelf, customisable automation platform as single source of truth → across marketing, sales and service 

    • Engage and retain leads and clients - specifically:

      • Automate marketing and lead nurture

      • Increase sales with less effort, selling smarter, better, faster

      • Improved approach to CRM and Sales Enablement

  • Accurate reporting and attribution
    • ROI visibility and growth enablement
    • Drive YoY revenue growth
  • Future ready with AI and smart content

Our Proposal

Lupo-digital-black-blue-logo

Solution

We'd like to try earn a seat at your table.
Here's how.

  • A prioritised and customised response to each of your pain points / requirements. A note about the quote estimate to follow:
  • It provisions for a body of work based on what we currently know about your business
  • The value points pricing model applied is based upon the included work presented in this proposal at the time of writing
  • A prioritised and customised response to each of your pain points / requirements. A note about the quote estimate to follow:
  • It provisions for a body of work based on what we currently know about your business
  • The value points pricing model applied is based upon the included work presented in this proposal at the time of writing

Value-based Points Pricing Model

  1. Work jobs are split into task line items, conducted by 1 Lupo team member Resource
  2. Tasks are allocated time to complete a task as a measure of 1 value point = 1 hour
  3. Each Resource captures and recrods time per task
  4. Point used per task line item are charge per Lupo Resource rate per hour = Lupo's Rate card
  5. Every points per line items per job is aggregated weekly and reported monthly

100% Transparency and real time team reporting.

 

What You'll be Getting

 

Discovery and Scoping Workshops
Deep insights into:
  • Personas, buyer journeys, business process
  • Journey mapping
Customised HubSpot onboarding and setup for: Marketing and Content Hub Professionals including:
  • Lead generation and segmentation workflows
  • Multi-step application funnel
  • Campaigns setup
  • Content personalisation (landing pages, smart CTAs, smart content)
  • Lifecycle stage tracking, persona/industry-based nurture
  • Integration with Google, Facebook, LinkedIn Ads (where applicable)
  • Marketing and Sales alignment
Sales Hub Pro including
  • Setup of of customised Pipelines
  • Playbooks and lead scoring for admissions consultants
  • Templated emails and snippets
  • Lead Scoring
  • Tasks, sequences
  • Sales workflows / automations
Setup of Custom Reports and Dashboards
Customised HubSpot Training

 

Project Management Software

We employ a highly customised and proprietary bespoke technology called

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One-off Setup investment

HubSpot Setup & Onboarding

Description
Billing Frequency
Item Price
Quantity
Price
Item Price: Quantity: Billing Frequency: One-time One-time
AU$0.00
Item Price: Quantity: Billing Frequency: One-time One-time
AU$0.00
Total Excluding Tax AU$0.00
Tax 0.00
Total AU$0.00

Licenses and Pricing

Your HubSpot Seats Pricing

Hubspot Logo Diamond-solution-partner-program-logo-SVG

HubSpot quote activation link

Potential HubSpot Licence

  • HubSpot Marketing & Content Professional
    • 2,000 marketing contacts
  • Service Hub Professional
  • $1,440 per month


 

Next Step

×

Accept Lupo’s Terms of Service and this Proposal

About Lupo

Based in Australia, Lupo Digital is a digital growth agency and accredited HubSpot onboarding, solutions and training partner. Lupo specialises in roviding comprehensive digital solutions and transformation, focusing on inbound marketing strategies, CRM, Sales and HubSpot services. Lupo help medium to large size businesses grow to the next level by transforming their marketing, sales and how they service prospects (leads) and customers leveraging world-class strategy frameworks, precisely targeted campaigns and HubSpot technology.

Lupo services include digital strategy and consulting, marketing campaign execution, website design and optimisation, lead generation (including paid media and SEO), sales, CRM optimisation and integration and customer service solutions.

Lupo is recognised as a premium HubSpot Platinum Solutions Partner as well as an Accredited Onboarding Solutions Partner. Lupo Digital caters to a diverse range of industries, including education, financial services, SaaS, manufacturing, technology, and legal sectors. Lupo provide tailored solutions to meet the unique needs of each industry, ensuring effective digital transformation and business growth.

Lupo Digital Services, Solutions, Technology and Execution

 

Digital Strategy & Consulting Services

The right Plan to get results and achieve your goals.
 

Marketing
Campaigns

Multi-channel, full-funnel campaigns setup and tracked the right way, to deliver excellent ROI.
 

Paid Media
and Ads

Results across paid ads, search and social lead generation, retargeting and re-marketing.
 

SEO

Search Engine optimisation

Optimise your website and improve traffic, ranking, sales and leads quality and quantity.
 

Sales & CRM
Optimisation

A Sales Operating System to maximise sales performance through customised CRM, Sales Playbook and an aligned Sales Team.
 

Customer Service
and Success

Improved service and nurture of customers to retain business and increase referrals.
 

HubSpot  
and Services

HubSpot Solutions Partners to set up and configure the HubSpot platform, plus integration, websites, and Certified HubSpot customised training and coaching.
 

Websites

Websites built on HubSpot’s CMS, with built-in optimisation and SEO tools.
 

Creative Services

Customised, cost-effective and professional creative graphic design and video post-production solution, at your service.
 

API + Integrations

Integrate your Tech-Stack, HubSpot and platforms to re-define your digital ecosystem for growth

We aim to deliver one win at a time and if you're happy with results we roll over from there...

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