Before working with us, CEO Life's sales and marketing systems were completely segmented. Leads came in through ads, appointments were booked through Calendly, and deals were managed separately in Pipedrive—but none of these platforms communicated with each other. As a result, data was scattered, follow-ups were missed, and leadership couldn’t trust the reports they were seeing.

Sales reps each managed their own process, which made onboarding new hires slow and inconsistent. Without automation or visibility into what was happening at each stage, it was hard to hold anyone accountable or pinpoint where leads were falling through the cracks.

Marketing faced the same issue. They ran paid campaigns but could not connect ad spend to closed deals. Without shared data between marketing and sales, strategy decisions often relied on assumptions rather than insights.

The company needed a connected system to unite everything—streamlining communication, improving visibility, and laying the foundation for scalable growth.

We started by rebuilding the company’s Pipedrive pipeline to reflect how the sales team worked. Each stage was adjusted to match their real sales flow, creating a system that supported accurate reporting, accountability, and easier onboarding for new reps.

Next, we automated the repetitive parts of the process. Sending agreements, following up after purchases, and passing new customers to onboarding became automatic, reducing delays and ensuring a smooth client experience.

To help sales reps stay engaged with leads, we built email drip flows that reactivated prospects who had gone quiet or missed appointments. We also added automated reminders with meeting details, significantly reducing no-shows and improving show-up rates.

For marketing visibility, we integrated persistent UTM tracking through Calendly so the team could finally see which campaigns drove quality leads.

Lastly, we implemented DMARC monitoring and deliverability improvements to ensure that every automation, especially those tied to client communication, reached inboxes reliably.

Together, these updates turned a disjointed sales process into a connected system where automation handled the busywork, data stayed accurate, and the team could focus on closing more deals.

Once the new systems and automations were in place, the company gained transparent, reliable reporting that gave leadership the insight they needed to make strategic decisions. This visibility also empowered contractors and marketing partners to improve their performance, especially across paid ad campaigns that now had better attribution data.

With a more efficient sales flow, the team saw an increase in sales volume and a shorter sales cycle. The improved structure made onboarding new sales reps fast and effective. Most were fully trained and closing deals within three days of being hired.

We also optimized their sales materials and refined key touchpoints throughout the funnel, which boosted conversion rates and allowed the company to expand its community into several new cities. They hosted multiple launch events and quickly grew their sales team by seven new hires to keep up with demand.

Within three months of implementing the new automations and streamlined sales process, monthly revenue jumped from $36,000 to $132,000, directly resulting from the improved visibility, accountability, and automation-driven efficiency.