50% Faster Real State Deal Closing with Zapier Automation

Problem

Real State fund wasted around 30 hours/week with manual investor contracts and one-on-one follow ups on their fundraising pipeline. This led to wasted energy for the sales team and poor investor conversion.

Solution

Recommended HubSpot + Zapier + DocuSign to automate contract signatures and follow ups.

Results

• Hours Saved: Team went from 30 hours a week on operational work, to 20 minutes at the beginning of the week.

• Lead Meetings: Investor deals are closed 50% faster than before.

• Closing Rate: Closing rate increased 25% due to automations: Investors don't need to wait around the sales rep to send the contract when they are ready to sign.

Automation Structure