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Leveraging Marketing & Automation for Sustainable Growth

Executive Summary

The company had strong word‑of‑mouth but inconsistent lead quality, fragmented tooling, and manual follow‑ups. We rebuilt the growth engine around clean data, precise targeting, and automation—so sales teams focused on conversations, not chores.

Impact at a glance:
 

  • Structured CRM + tracking → single source of truth

  • Conversational funnels (WhatsApp + email) → faster speed‑to‑lead

  • Automation + scoring → higher sales productivity

  • Lower CAC, higher qualified pipeline → sustainable growth

Observations & Assessment

What we observed
 

  • Tools everywhere, context nowhere: CRM, telephony, WhatsApp, email, and forms weren’t speaking to each other; duplicate and stale records.

  • Slow speed‑to‑lead: Manual outreach led to missed windows and lower connect rates.

  • Leaky funnel: Inconsistent forms, unclear offers, and no unified measurement framework.

  • One‑size‑fits‑all messaging: Prospects at different stages received the same pitch.


Phase 1 — Fix the Foundations

What we audited
 

  • CRM health: fields, dedupe rules, lifecycle stages, pipeline stages

  • Telephony & WhatsApp: template compliance, follow‑up cadences

  • Email & Journeys: deliverability, segmentation, event triggers

  • Tracking & Analytics: UTM discipline, form capture, source mapping
     

Quick wins
 

  • One form to rule them all: standardised lead form + UTM capture → clean source attribution

  • Speed‑to‑lead SLA: auto‑routing + first message in <2 minutes (WhatsApp + SMS failover)

  • Lead hygiene guardrails: dedupe, mandatory fields, and validation at entry

  • Baseline reporting: MQL→SQL→Won, by campaign, channel, advisor
     

What we implemented
 

  • CRM revamp: lifecycle stages, reason codes, and disposition flows

  • Template library: compliant WhatsApp templates for awareness, nurture, nudge, and conversion

  • Form & landing updates: friction‑reduced forms, precise offer framing, proof assets (alumni stories, FAQs)

  • Ops dashboards: live cohort and advisor performance views for daily stand‑ups

 

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Phase 2 — Scale with Systems
 

What we enhanced
 

  • Brand & message clarity: program value, fees, and timelines framed to reduce anxiety

  • Channel mix: SEO/Content (guides, eligibility), YouTube explainers, LinkedIn retargeting, performance ads with offer testing

  • Automations: stage‑based nudges (doc checklist, interview prep, fee reminders), drop‑off recovery sequences

  • Lead scoring: engagement + fit + recency → A/B/C priorities for SDR focus
     

What this unlocked
 

  • Consistent weekly SQLs with lower CAC [X%↓]

  • Higher show rates [Y%↑] from pre‑call nudges and calendar blocks

  • Shorter sales cycles [Z%↓] via micro‑commitments and checklists

 

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Phase 3 — Improve with Efficiency
 

What we optimised
 

  • Advisor assist: call notes macros, objection scripts, and one‑click collateral

  • Payments: seamless fee links + reminders; RTO and abandoned‑payment rescues

  • Cohort ops: waitlists, seat‑locks, and intent‑based prioritisation

  • Revenue analytics: CAC, payback, LTV, cohort profitability by program
     

Outcomes
 

  • Qualified pipeline: +[A%] MQL→SQL conversion

  • Show & close: +[B%] show rate, +[C%] SQL→Won

  • Efficiency: −[D%] time‑to‑first‑contact, −[E%] manual tasks per lead

  • Unit economics: CAC −[F%], payback within [G] months

 

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Contact

Ready to Scale?

Growth opportunities don’t wait. Neither should you.

Tell us about your goals.

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"Execution wins markets, ideas merely open the door."

Sudhanshu Aggarwal

Founder, Veltrix

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