Conner Homes Proposal · 10 pages · US Letter
Betcher Consulting Group
HubSpot Enablement, Reporting and Strategic Advisory
Prepared for Conner Homes
Prepared by Betcher Consulting Group
August 2026
The Opportunity
Conner Homes has used HubSpot since 2019 and holds years of buyer data, website activity and sales engagement — but the current setup does not show the buyer journey from inquiry through appointment, qualification and purchase.
With roughly 20 to 22 available homes, the immediate opportunity is to surface the most motivated prospects already in the database and give the team a consistent process for turning that interest into appointments and sales.
“We’ve got sales in our system. We just don’t know where they are.”
Discovery
01
HubSpot tracks homes under contract, but not how prospective buyers progress before that stage.
02
Appointments are recorded inconsistently across OSC and onsite teams, hiding volume, attendance and outcomes.
03
More than 500 reports have accumulated, making it hard to tell which metrics are accurate and actionable.
04
Seven years of contact and website activity exist, but prospects are not prioritized by current motivation.
05
The link between advertising, website activity, appointments and signed purchase agreements is not visible.
Each of these gaps points to the same need: a single, trusted view of how buyer interest becomes an appointment, and how an appointment becomes a sale.
Framework
Audit and streamline the HubSpot foundation.
Create a clear buyer pipeline and consistent appointment process.
Identify motivated buyers using behavioral signals.
Build trusted reporting from first inquiry through sale.
The objective is not more complexity. It is to make HubSpot easier for the OSC, sales and leadership teams to use while creating greater visibility into the health of the business.
The engagement begins with a focused review of:
Process
Final stages will be confirmed collaboratively. Workflows can automate record creation, appointment reminders, follow-up tasks and internal notifications, reducing manual entry.
The OSC
The Online Sales Counselor is the bridge between marketing-generated interest and the onsite sales team. A properly configured HubSpot platform gives the OSC a clear, prioritized view of who needs attention, what each buyer is interested in and the most appropriate next action.
Respond
Provide timely, personalized responses to new inquiries across active communities and upcoming VIP opportunities.
Qualify
Understand each buyer’s motivation, preferred community, timing, budget, home requirements and readiness.
Prioritize
Focus daily outreach on the prospects demonstrating the strongest purchase intent.
Convert
Guide qualified prospects toward appointments with the appropriate onsite sales representative.
Coordinate
Ensure the onsite team receives the buyer’s history, interests and expectations before the appointment.
Follow Through
Confirm appointments, track attendance, document outcomes and ensure every prospect has a clear next step.
The process does not end when an appointment is scheduled. Attendance, feedback, qualification status and next steps must return to HubSpot so the OSC can continue nurturing the prospect when appropriate.
The outcome: the OSC will have a clear daily action plan, onsite sales will receive better-prepared buyers, and leadership will be able to measure the OSC's contribution from initial inquiry through appointment and sale.
Motivation Scoring
Build a Conner Homes motivation model from meaningful buyer signals:
When a prospect reaches an agreed threshold, HubSpot notifies the right person, creates a task and recommends the next action.
Once the foundation is set, HubSpot AI can support the team without losing the personal approach:
Compliance note: any call or meeting recording process should follow Washington State consent requirements.
Reporting
Replace hundreds of disconnected reports with a concise group of trusted dashboards.
Looker Studio can be layered on for accessible, filterable dashboards and scheduled reporting.
This engagement complements Do You Convert and Conner Homes’ other partners.
Roadmap
An initial prioritization plan rather than a fixed project. Items are sequenced by value and adjusted together as the work progresses.
Month 1
Assess and Align
Month 2
Configure and Activate
Month 3
Measure and Enable
By day 90 the team will have a trusted pipeline, a measurable appointment process and reporting leadership can act on.
Investment
Conner Homes may select the level of monthly capacity that best fits its budget and expected project volume. Priorities are reviewed collaboratively and the service level can be adjusted as needs change.
| Option | Monthly | Capacity | Best fit |
|---|---|---|---|
| Essential Support | $1,000 | Up to 5 hrs | Occasional support and smaller projects |
| Optimization Partner | $2,000 | Up to 10 hrs | Reporting, workflows, OSC enablement and ongoing improvements |
| Strategic Partner | $3,500 | Up to 18 hrs | Multiple departments and larger reporting or AI initiatives |
Recommended · Optimization Partner
This level provides enough capacity to build out motivation scoring, OSC workflows and leadership reporting while supporting an initial AI pilot. Annual planning amount: $24,000.
Conner Homes already has the traffic, history and prospective buyers. The opportunity is to turn that information into a clear, measurable process that helps the team identify motivated buyers, create more appointments and convert more available homes.