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Case Study

Curbio Optimizes Their Partnership Operations in HubSpot

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Partnership Activities & Capacity

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Visibility into Deal Progression

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Support for Agents

TRANSFORMATION & GROWTH:

Revamping Real Estate Pre-Listing with Curbio

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The Client

 

Curbio stands as the leading pre-listing option in the country, catering to agents and homeowners preparing to sell. Offering a hassle-free experience with no initial payments required, Curbio delivers exceptional, comprehensive service, allowing sellers to focus on getting their property ready for the market without the stress of immediate expenses.

The Problem

  • Curbio used 35 workflows to match homeowners with agents. Maintenance and adding new markets or agents was time consuming and prone to human error.
  • During QBRs, Curbio manually extracted partner data, a process that was lengthy, restricted review capacity, and hindered swift interim check-ins.
  • Once homeowners and agents were matched through the above workflow, Curbio did not not have great insight into what happens to a homeowner when they're handed off to an agent.
  • Curbio did not have a great way to encourage and promote agents for completing more than 2 projects in a year.

 

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The Solution

  • Using a custom object for Real Estate Agents and a custom-coded action, Aptitude 8 consolidated 35 workflows into 1 easy-to-update workflow.
  • Aptitude 8 built calculated properties to show at-a-glance QBR stats for both the current and last quarter, including won revenue, won deals, and partner ROI.
  • A8 put together an email that goes out to an agent when a match happens and throughout the sales process. This email has a link containing dynamic tokens to update the deal through the use of a form.
  • With the reward program details outlined by Curbio, A8 was able to build multiple custom-coded action workflows to kick off the program with a backfill process to keep track of project completions within a certain timeframe as well as on an ongoing basis.

 

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The Outcome

Our automation solutions enabled Curbio to significantly enhance their partnership program, allowing for expanded market reach, increased business reviews, and greater scalability.
 
This shift not only freed up their marketing operations team to focus on strategic growth—earning our point of contact a well-deserved promotion—but also improved visibility into deal progression with a new external system integrated with HubSpot.
 
Additionally, we implemented a system for tracking agent performance, ensuring Curbio could effectively reward agents for repeat business, reinforcing the support structure for their network.
 
These advancements collectively streamlined operations, bolstered partner relations, and optimized internal workflows, marking a pivotal transformation in Curbio's operational efficiency and market positioning.





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Increased Partnership Activities
The automations A8 created enabled them to scale their partnership program.
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Added Marketing Ops Capacity

With the support of our team, our POC was able to focus more on adding strategic value.

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Increased Visibility

With automation, the team saw better visibility into deal progression. 

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Increased Support for Agents

With automatic tracking of qualified programs, A8 helped support Curbio's agents. 

The Tools

Former Tech Stack

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New Tech Stack

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What the client is saying...

KEVIN SUNDEEN | CURBIO

“Leveraging A8 has significantly increased my capacity to deliver value. The team came up with clever solutions, provided strategic and technical advice, and used the larger A8 team to bring even more value - from custom objects to complex workflows and calculated properties.”


PROJECT LEAD | APTITUDE 8

“From day one, it was clear we'd be dealing with some complex stuff, but that's exactly what made working on this so fun. I'm excited to share how we tackled challenges head-on, streamlined Curbio’s processes, and helped them create new programs to grow. Working together was not only productive but also genuinely enjoyable, turning challenges into opportunities for growth."

Kevin Sundeen
Curbio - Logo
Kevin Sundeen
Head of Marketing Operations




About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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