Case Study for Client: Jessica Luu

Case Study: Break the Bottleneck and Reactivate Your Dormant Clients

The Challenge: Manual Processes Leave Money on the Table

An educational consulting firm was facing a major operations hurdle: their entire lead and customer lists were stored on a Microsoft Excel spreadsheet. It was being manually updated and managed which made it impossible to leverage email marketing at scale. 

Sending out emails one-by-one, without tracking lead information or client engagement on their website, led to a clogged sales pipeline. Without proper segmentation or automated nurturing to keep the pipeline flowing, they had no time to focus on sales-qualified leads. 

The Solution: Remove the Bottleneck To address this, the firm partnered with me to streamline their email marketing operations. We executed a two-step plan to get their pipeline flowing smoothly:

• Step 1: Implemented HubSpot CRM to automate email marketing, nurture leads, and segment their email list. 
• Step 2: Automated workflows fed sales-qualified leads directly to the sales team.

The Results: From Stagnation to Sales The results were impressive:

• Sales-qualified leads increased from 6% to 13%
• Email list grew from 1,000 to 20,000 leads

The firm went from leaving money on the table to revealing new revenue opportunities. I broke through their bottleneck and unclogged their sales pipeline.

What I Offer:

• HubSpot CRM: Marketing and Sales setup, testing, and ongoing maintenance, including dashboard creation
• Email Marketing: Setup and automation to nurture leads and convert sales
• Lifecycle Strategy: End-to-end planning and implementation for consistent growth

About Me: I'm Jessica Luu, an expert in email marketing, lifecycle planning, and HubSpot implementation. I help businesses remove bottlenecks and transform pipelines into profit.

Ready to Uncork Your Growth? Don’t let your pipeline stay bottled up. Book an exploratory call to find out how investing in Jessica’s services could save time and guesswork to unlock revenue and growth.

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