B2B and professional services

Your next client is researching you at 23:47.

Enquiries do not wait for office hours. We set up HubSpot so every enquiry gets an answer straight away, from the contact's own record. Your team starts the day with a meeting, not a backlog.

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A woman on a sofa in a London flat late at night, looking at her phone with a laptop on her knee

100+live HubSpot workflows we build and run for one client

From enquiry to meeting

What happens overnight.

An enquiry that waits until morning often gets its first reply too late. This one does not.

  1. 23:47

    The enquiry

    • Website form
    • WhatsApp message
    • Click-to-WhatsApp ad
    • Google, LinkedIn or Meta ad

  2. 23:48

    HubSpot

    • Contact found or created
    • Customer agent answers
    • WhatsApp Flow takes the details
    • Routed to the right owner

  3. 08:30

    Your team

    • The conversation on the record
    • A meeting in the diary
    • The next task assigned

  4. Every week

    Reporting

    • Enquiries by source
    • Pipeline by stage
    • Ad results next to deals

The same pattern runs admissions for Oaklands College, with more than 100 live HubSpot workflows. WhatsApp runs through Flowella, our sister company.

On WhatsApp

The reply at 23:48.

A prospect asks late at night. The answer comes from the record, and the meeting is in the diary before they put the phone down.

  • Answered in a minute, not the next morning
  • The meeting booked inside the chat
  • The conversation saved on the HubSpot record
  • Assigned to the right owner
Your companyBusiness account

  1. Hi, could someone talk me through your services for a team of 20?23:47

  2. Thanks, Priya. Happy to help. Would a 20-minute call with Tom tomorrow suit you?23:48

    Tomorrow 09:30Tomorrow 14:00Another time

  3. Tomorrow 09:3023:49

  4. Booked. Tom will call you at 09:30, with your question in front of him.23:49

An example conversation, written for this page.

What we set up

One partner for HubSpot, WhatsApp, AI and ads.

  • HubSpot, set up around your sales

    Pipelines, properties, routing and dashboards, so the first follow-up goes out the moment a form lands.

    HubSpot services

  • WhatsApp from your workflows

    Approved templates sent from HubSpot workflows, forms as WhatsApp Flows and Click-to-WhatsApp ads. Every reply lands on the timeline.

    WhatsApp Automation

  • Customer agents grounded on your CRM

    A Breeze Customer Agent trained on your website answers while your team is offline, then answers from the record once grounded on your CRM.

    AI for HubSpot

  • Paid media on the whole journey

    Google, Meta, LinkedIn and YouTube, judged from the first ad to the CRM record and the sale. We never take a percentage of your ad spend.

    Paid media

  • ChatGPT AdsNew

    Ads inside ChatGPT, planned alongside your other channels and reported in HubSpot the same way.

    Ask about ChatGPT Ads

  • Integrations on Microsoft Azure

    Your other business systems connected to HubSpot through custom integrations, validated and de-duplicated.

    CRM integration on Azure

The work

Built for professional audiences.

A clinical tools library for nurse practitioners, and a WhatsApp Flow that turns a form into a HubSpot record.

NP Psych Navigator home page for US nurse practitioners, with a register button and links to clinical tools
NP Psych Navigator for Allergan, now AbbVie, 2020. A finalist in two international website awards.
A WhatsApp Flow: filled in the chat, recorded in HubSpot, answered with an AI portrait.

Proof from another sector

Same audience. Five times the reads.

For a B2B team the record holds prospects and deals instead of applicants. The approach is the same: answer quickly, from the CRM, on the channel people read.

  • WhatsApp messages read83.7%
  • Emails read or opened15%

5xmore messages read on WhatsApp than email, by the same Oaklands College applicants

August 2025 to August 2026. Oaklands College case study (2026) and Flowella reporting.

Case studies

Work for professional audiences.

Questions from B2B teams.

We already use HubSpot. Can you help?

Yes. Many projects start with a portal that has grown untidy. We review what is there, fix the data and rebuild the workflows that matter, without starting again.

Is WhatsApp right for B2B?

For many teams, yes: for confirming meetings, following up enquiries and reaching people who prefer it to email. Every message needs consent, opt-outs are honoured automatically, and each reply is logged on the HubSpot record.

Can an AI agent answer our prospects?

Yes, within limits you set. A Breeze Customer Agent trained on your website content answers common questions while your team is offline. Once it is grounded on your CRM data, it can answer from the contact's own record.

Do you take a percentage of our ad spend?

No, never. We plan paid media around the whole journey, from the first ad to the CRM record and the sale, and report it next to your HubSpot data. See paid media.

How much does it cost?

HubSpot support starts at £496 a month for 4 hours, and project work is £992 a day, plus VAT. See pricing for the details.

Line up your CRM, conversations and AI.

Tell us what is slowing your organisation down. We will show you what HubSpot, WhatsApp and AI can do about it.

Email
hello@discoverdigital.com
Phone
+44 (0)118 974 4736
WhatsApp
+44 118 974 4736
Office
Reading, UK
Chat on WhatsApp

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