Vela Consultores
A HubSpot implementation and sales automation for pension advisory services
Launching a pension advisory service needed far more than a website: it needed an ecosystem that could capture, centralize, and measure every opportunity.
Overview
- Project
- Vela Consultores
- Sector
- Financial services
- Duration
- 1 month + ongoing
- Services
- HubSpot · Web · Digital Marketing · Consulting
Where things stood
Vela Consultores wanted to launch a new pension advisory service: diagnosing each person’s situation and designing a strategy to optimize their contributions and plan their retirement with some rigor.
The launch called for much more than a website. It needed an ecosystem able to attract interest, capture the right data, centralize leads, and let the sales team follow up on every opportunity.
Vela also needed to know which channel each contact came from and how the campaigns were performing, so decisions could come from data rather than intuition.
What we built
- 1
Designing and building the digital ecosystem
We built the corporate site and a dedicated landing page for the pension advisory service, structured around the conversion process. The project is still evolving today, with a redesign of the corporate site underway.
- 2
HubSpot and the sales structure
We implemented HubSpot as the core: CRM, contact management, forms, sales pipeline, automations and workflows, lead management, dashboards, reporting, and campaign tracking. Captured leads became records that could be worked inside the sales process.
- 3
Campaigns and conversion measurement
We launched campaigns on Meta Ads and Google Ads using both each platform’s native forms and the landing page’s, all connected to HubSpot and its properties. That gave full visibility of the journey: from the ad to the contact, and from there to the sales follow-up.
Results
The implementation connected website, campaigns, CRM, and sales process, removing the need to manage prospects separately on each platform.
So far the work has produced more than 120 qualified contacts, with an average of 32 monthly conversions in Google Ads since May 2026. The B2C pension advisory campaign reached a CTR of 9.87%, against 4.19% for the PMAX campaign.
On Meta Ads, one of the video ads stood out with 65 results at a cost of COP $5,217 per result, which shows why it pays to look at performance ad by ad before splitting the budget.
The result is an ecosystem that lets Vela capture, centralize, measure, and manage its opportunities from a single structure, while the campaigns keep being optimized with data.
Technologies
Services applied
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