We helped a B2B consulting client increase qualified leads by 40% with website and automation
How a consulting firm used ClickToAutomate to launch a conversion-focused site, capture leads, and automate follow-up—without adding marketing headcount.
The client
We supported a B2B consulting firm that helps mid-size companies with strategy and operations. With a team of 12, they were generating leads through referrals and events but had no dedicated website or systematic follow-up.
They needed a professional online presence and a way to capture and nurture leads without adding full-time marketing staff. Manual spreadsheets and ad-hoc emails were slowing growth and losing opportunities.
The challenge
- No website: No central place to send prospects or showcase services; credibility suffered.
- Manual follow-up: Leads were tracked in spreadsheets; follow-up was inconsistent and slow.
- Scaling limits: Growth meant more leads but no system to handle them without hiring first.
- CRM disconnect: When they adopted a CRM, data was entered by hand and often out of date.
The solution
We delivered a new website, contact forms, and automated workflows in one place—a clean, conversion-focused site connected to their CRM and email so every lead was captured and followed up automatically.
Forms on the website feed directly into their pipeline; automated sequences send tailored follow-up based on lead source and interest. The team gets one dashboard for leads and can focus on closing instead of data entry.
Key results
Increase in qualified leads
Less time on manual follow-up
From signup to live site + automations
Implementation
We started with a strategy call to map their ideal customer and journey. Then we built the website and set up forms, CRM sync, and email sequences. The team was trained in one session and went live within two weeks.
The client now uses ClickToAutomate for all lead capture and nurture. They've added more automations for events and content downloads and plan to expand into other campaigns without adding headcount.
“ClickToAutomate gave us a proper website and put our follow-up on autopilot. We went from spreadsheets and guesswork to a real pipeline. Our close rate improved and we didn't have to hire to get there.”
Jordan Lee
Partner
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