Case studies

A selection of client projects in marketing operations, automation and strategy

HubSpot Implementation & Workflow Setup
Client
SaaS platform
Tools
HubSpot, Mailchimp, WordPress, Zendesk, Hootsuite

HubSpot Implementation & Workflow Setup

The challenge

The client ran its campaigns across Mailchimp, WordPress, Zendesk and Hootsuite, among other platforms. Data was missing or inconsistent between systems, and teams were spending time moving data from one tool to another instead of on high-value work.

What we did

We consolidated the siloed systems into one CRM and CMS, HubSpot. Platforms that could be retired were streamlined into HubSpot, and the ones that stayed were synced with it through the HubSpot API.

Results

  • Key activities, including user onboarding and retention, now run as automated workflows.
  • Teams no longer spend time transferring data between systems.
  • Organic traffic increased by 145% from February 2019 to February 2021.

Service: HubSpot implementation →

Robotic Process Automation
Client
Business running Bullhorn and HubSpot
Tools
Bullhorn, HubSpot, Microsoft Azure, Power BI

Robotic Process Automation

The challenge

The client needed to close gaps in its customer experience. Feedback surveys were emailed and recorded by employees in an inconsistent way, and because they were due at set intervals, they were often missed when other deadlines came up.

What we did

We implemented a robotic process automation (RPA) solution that syncs Bullhorn and HubSpot via Microsoft Azure. Survey responses are translated automatically, stored in a data warehouse and visualised in Power BI.

Results

  • More than 100 hours of admin time saved each year.
  • Surveys are distributed, recorded and translated automatically, so none are missed.
  • Real-time business intelligence to help reduce churn and increase customer referrals.

Service: Process automation →

SEO & Lead Generation Strategy
Client
B2B service agency
Tools
Content audit, Keyword research, Site structure

SEO & Lead Generation Strategy

The challenge

The agency lost business during the 2020 pandemic and needed to diversify its sales approach beyond its existing channels.

What we did

We carried out a content audit and improved the site's internal linking and structure, its service page content and its keyword strategy.

Results

  • Inbound leads doubled within 18 months and continue to grow.
  • Inbound enquiries increased by 44% year over year in 2020.
  • Lead quality improved, leading to 164% more sales opportunities.

Service: Marketing strategy audit →

Competitive Review for M&A
Client
Global staffing firm
Tools
Financial analysis, Power BI

Competitive Review for M&A

The challenge

The client wanted a better understanding of its industry: how competitive the market was, and where the opportunities for acquisition were.

What we did

We produced a financial and strategic analysis of the main players in the market over a five-year period, delivered as an interactive Power BI visualisation.

Results

  • The client could model the key metrics of merging with or acquiring a rival: revenue, profitability, EBITDA, headcount and synergies.
  • A five-year view of the competitive landscape to inform acquisition decisions.

Service: Competitive analysis →

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