Latus Group: Redefining Workplace Health and Wellbeing
Closed Won rebuilt LATUS Groups HubSpot ecosystem from the ground up, turning a cluttered CRM into a scalable revenue engine with automated sales processes and real-time margin reporting.
Overview
LATUS Group is a dynamic business focused on scaling its operations through a structured and professional approach to sales and client management. With a diverse team handling everything from initial lead generation to complex account renewals, they recognised the need for a sophisticated, centralised system to manage their expanding customer base. Their goal was to move away from operational friction and toward a scalable, insight-driven model that empowers every department to perform at its peak.
Challenge
The existing HubSpot setup had become a barrier to growth rather than an accelerator. Over time, the portal had accumulated significant "technical debt," characterised by cluttered data, inconsistent sales processes, and disconnected workflows. Users across sales and account management struggled with manual tasks and a lack of clear process ownership, leading to unreliable reporting and poor visibility into marketing attribution.
Strategy
We executed a comprehensive "ground-up" re-implementation of HubSpot, beginning with a deep-dive business process review and stakeholder discovery workshops. Our strategy focused on four key pillars: rigorous data hygiene, sales process engineering, revenue reporting enhancements, and seamless tool integration. We utilised Breeze Intelligence for data enrichment, built a professional PandaDoc integration for automated proposal management, and restructured the product library to enable gross profit and margin analysis. Finally, we scoped a robust finance integration to ensure a smooth handoff from won deals to revenue recognition.
Results
The re-implementation transformed HubSpot into a high-performance tool that drives accountability and consistency. LATUS Group now operates with a streamlined, easy-to-follow sales process and automated handovers that have drastically reduced manual administration. With real-time dashboards tracking everything from lead attribution to product-level profitability, leadership now has the actionable insights needed for accurate forecasting. The result is a confident, empowered team and a scalable operational framework ready to support the company’s next phase of growth.
About LATUS Group
Latus Group is one of the UK’s fastest-growing occupational health providers, dedicated to improving the lives of employees and the efficiency of businesses. Headquartered in Hull, they provide a comprehensive suite of health and wellbeing services—ranging from statutory health surveillance and remote clinical support to high-level wellbeing strategy and mental health resources.