HubSpot Case Study: Luxury Holiday Rental Agency Streamlines Bookings & Improves Client Experience With HubSpot Sales Hub

Since 1989, this luxury holiday rental agency has been carefully building a portfolio of exclusive properties across the South of France and Italy.

Despite their reputation for high standards and personal service, their internal systems hadn’t kept pace.

Bookings were being tracked in spreadsheets, their existing HubSpot Starter account was underutilised, and follow-up relied too heavily on manual effort.

They wanted to simplify their booking process, improve client communications and automate reminders for payments.

After deciding to upgrade to HubSpot Sales Hub Professional, they chose to work with JDR Group for onboarding because of our proven experience in tailoring HubSpot for SMEs, and because we combine technical set-up with hands-on training and support.

Their HubSpot Package:

• Sales Hub Professional

Their Onboarding Programme:

We delivered a 3-month guided onboarding programme for Sales Hub Professional, covering:

• Customising their enquiry pipeline

• Automated task creation, sequences and workflows

• Setting up branded quotes

• Payment reminder emails

The Results

Streamlined Booking Processes

Their booking journey was rebuilt within HubSpot. Instead of juggling spreadsheets and manual reminders, the CRM now manages enquiries, quotes and follow-ups; saving time and reducing the risk of errors.

Improved Use of Automation

With workflows and sequences in place, the business could automate key steps, from payment reminders to task creation, meaning less reliance on memory and manual intervention.

Enhanced Reporting & Visibility

Where reporting once depended on spreadsheets, management can now track performance across different pipeline stages within HubSpot. This gives better visibility of sales activity and client engagement.

Professional Client Communication

The quoting tool was customised and branded, helping them deliver a more professional experience to clients and reinforcing their reputation for quality.

Empowered Team

Training was a key part of the programme. By working alongside us to build workflows and automation, their team learned how to manage and scale their own HubSpot system. As their daughter Emily put it, the mix of teaching and hands-on building gave her the confidence to continue developing HubSpot as the business grows.

In Their Own Words:

"We worked with Amber from JDR Group on setting up the Sales Hub for our holiday rental business. We started by mapping our complete sales process from start to finish (quite a job!). Amber then looked at this, understood what outcomes we were looking for and built a system that utilised the most appropriate features from HubSpot. She then taught us how to use these features, build and edit them ourselves, so we can continue to perfect the system"

By upgrading to HubSpot Sales Hub Professional and completing our guided onboarding, this holiday rental agency has transformed how they handle bookings, payments and client communication. What was once a patchwork of spreadsheets and manual processes is now a structured, automated CRM system – saving time, improving reporting and delivering a better experience for their clients.

See How We Can Help You Get More From HubSpot

We have been a HubSpot Partner since 2012, helping hundreds of businesses get more value from their investment in the platform. Our team has the expertise to ensure HubSpot works seamlessly for your business. We can help you with:

• HubSpot Onboarding, Implementation & Training
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If you want to unlock the full potential of HubSpot, book a call with one of our experts.