Automation

How We Helped Highgate Group Succeed Through Automation

Satisfied client smiling in front of her office after a project that streamlined her workload.

About Highgate Group

Highgate Group is a modern boutique consulting firm specializing in legal, tax, and accounting services. On the Slovak market, it stands out by offering entrepreneurs a unique all-in-one advisory solution under one roof. Its team of experienced lawyers, accountants, and tax advisors provides comprehensive support for business operations, projects, and complex transactions.

Building a Fully Automated E-shop for Digital Products

For Highgate Group, we designed and developed a fully automated e-shop for selling professional training courses. The solution included an integrated payment gateway with automatic invoicing, ensuring a seamless customer experience from purchase to delivery.

The e-shop offered digital products in the form of video-based training courses that became accessible immediately after payment. Each product page provided detailed information about the course and, in some cases, even a short preview to help customers make informed decisions.

Woman standing in front of a wall displaying client company logos

Automated Invoicing Tailored to Internal Systems

Thanks to the proactive and collaborative approach of Highgate’s management, the implementation progressed quickly and efficiently. The project was launched in two phases.

During the pilot phase, we tested the functionality, performance, and market interest. In the second phase, we deployed the payment gateway together with an automated invoicing system. The invoicing solution was carefully selected to integrate smoothly with Highgate’s internal systems, allowing seamless data transfer into their existing accounting infrastructure.

An E-shop That Generated Revenue from Day One

Shortly after launch, it became clear that the results exceeded expectations. Highgate’s strong reputation and the high professional standard of its advisors sparked significant interest in the training courses. This interest was further supported through blog content and social media communication.

The e-shop not only generated immediate revenue but also strengthened Highgate’s image as a forward-thinking consulting firm that actively leverages modern technologies.

Automating the Lead Acquisition Process

The second key area we focused on was the automation of lead acquisition. Highgate operates in a highly specialized market segment focused on accounting and tax advisory services. Their original lead management process was designed for a much smaller company and no longer met their growing needs. It lacked transparency and did not allow for effective management of sales opportunities.

Landing page of a CRM software implemented successfully for a client project.

CRM Selection and Implementation

After analyzing the existing process, we proposed automating lead acquisition using a modern CRM system. We selected and implemented a CRM that tracks the entire acquisition process from the first inquiry to client onboarding.

The system provides clear visibility into the number of active inquiries, probability of success, and client qualification. It also records reasons for lost opportunities and delivers detailed sales analytics, including lead sources. This made it possible to evaluate and optimize investments in Google Ads campaigns.

Website Optimization for Better Lead Capture

We optimized the existing website to improve lead generation. Multiple contact forms were unified into one universal form and fully integrated with the CRM system. Each submitted inquiry is now automatically transferred to the CRM, and the sales team receives instant notifications about new leads.

Every sales opportunity is handled directly in the CRM, allowing responsible team members to contact clients promptly and collect additional information about their needs.

Improved Conversion Rates and Marketing Efficiency

The results exceeded management’s expectations. Automation simplified and clarified the entire sales process, provided better visibility into sales activities, and enabled more effective allocation of marketing budgets.

Following the optimizations, the website became significantly more conversion-focused, and Google Ads campaigns started generating a higher number of qualified inquiries. Improved onboarding and lead tracking delivered valuable insights that now serve as a foundation for ongoing marketing and business decisions.

Acknowledgement

We would like to thank the management of Highgate Group for their trust and the opportunity to implement these marketing and automation solutions. We truly appreciate their cooperation, support, and commitment throughout the entire process.

Their openness to innovation confirms Highgate’s position as a modern organization that actively supports digital transformation. We wish them continued success and many new clients with their new automated systems in place.