A research consultancy hosts monthly livestream briefings and sells paid reports. Lean 2-person team on Salesforce + Pardot.
Too many moving parts — from setup to sales — caused delays and lost opportunities.
Each event had to be built from scratch, wasting time and focus.
Irregular email timing led to lower attendance and engagement.
Leads weren’t effectively passed from events to sales follow-ups.
Higher attendance, more paid report sales and a stronger MQL to opportunity conversion rate across the first three events.
Created a repeatable
event kit
Landing page, forms, reminder series, post-event emails.
Created a repeatable
event kit
Landing page, forms, reminder series, post-event emails.
Created a repeatable
event kit
Landing page, forms, reminder series, post-event emails.
What happened when the process became consistent and automated.
Platforms behind a consistent, fully trackable customer journey across every touchpoint.
We build Salesforce-savvy lifecycle programs that lift engagement, retention, and revenue—without adding headcount.