Client Overview

The client is a cloud-based fundraising platform designed for nonprofits and organizations.

Over the past year, we have built a strong partnership, overcoming challenges through effective communication and strategic execution.

Results & Impact

In the last two months, since the client started tracking lead sources in HubSpot, our outreach efforts have contributed to:

• 100+ opportunities in their pipeline.

• 4 conversions, generating $10,000 in revenue.

Despite the holiday season affecting sales cycles, our high-quality lead generation and engagement strategies have led to consistent deal flow and future revenue potential.

Long-Term Revenue Growth

• 2 out of 4 converted clients were large organizations, increasing deal size and stability.

• 2 out of 4 clients launched multiple campaigns and referred another organization, adding new opportunities to the pipeline.

• 9 experiences in draft, indicating a strong potential for future revenue.

• 1 experience active, showing the immediate value created.

The revenue potential doesn’t stop at the initial conversion—these clients will continue to generate revenue as they launch additional fundraising experiences and refer new organizations.

Outreach Execution

Our strategy for this project focuses on consistent, relevant outreach and seamless collaboration with their sales team. To maximize efficiency, we developed a custom automation and enrichment flow for lead handoffs, ensuring that their sales team receives detailed background information about both leads and accounts before engaging with prospects.

Key Engagement Metrics from HubSpot

• 55 meetings booked with 45 leads, showing high engagement and interest.

• 361 dials placed to 80 leads, utilizing our phone number enrichment services to enhance outreach.

The outcome

• Consistent deal flow from high-quality prospects.

• Expanded revenue opportunities through repeat business and referrals.

• A structured outreach system that integrates with the client’s internal processes.