Design & Direction

Case Study 01

Lead CaptureSystem

Web platform + automation for a high-performing sales engine.

Client
SaaS Company
Sector
Technology
Duration
10 weeks
Year
2024
Services
Strategy, Web Design, Development,
AI Automation, Systems Integration
Conversion Rate
+38%
Manual Work / Week
-12 hrs
Qualified Leads
+62%
ROI in 90 days
3.1x

Overview

Total Leads
1,240
+18%
Conversion Rate
38%
+12%
Qualified Leads
512
+24%
Revenue
$248K
+31%

Lead Funnel

New
1,240
Contacted
786
Qualified
512
Converted
196

Lead Sources

Website
48%
Paid Search
26%
Referrals
16%
Other
10%

Recent Activity

New lead from Website
2m ago
AI follow-up sent
15m ago
Meeting booked
1h ago
Deal won
2h ago

Top Automations

AI Follow-Up
Active
Lead Enrichment
Active
Meeting Scheduler
Active
CRM Sync
Active

The Problem

Leads were slipping through the cracks. Manual follow-ups were slow and inconsistent. Tools weren't connected.

The Solution

We built a centralized lead capture system with AI automations, real-time syncing, and a performance-driven website.

The Results

  • Conversion rate up 38% in 90 days
  • 12 hours/week of manual work eliminated
  • 3.1x return on investment

Our Process

  1. 01

    Discover& Define

    Align goals, map flows, & audit systems.

  2. 02

    Strategy& Architecture

    Design system, data model, & automations.

  3. 03

    Design& Build

    Build platform, integrate tools, & test.

  4. 04

    Launch& Optimize

    Go live, monitor, & continuously improve.

Before / After

Before

Conversion Rate
14%
Manual Work / Week
16 hrs
Qualified Leads / Month
220
Tools in Use
7+

Disconnected tools. Manual follow-ups. Low visibility. Lost opportunities.

After

Conversion Rate
38%
Manual Work / Week
4 hrs
Qualified Leads / Month
358
Tools in Use
3

Automated follow-ups. Unified data. Clear pipeline. Measurable growth.

Client Feedback

The new system gave us one clear place to manage leads, follow up faster, and understand what was working.

Lead response is faster, reporting is clearer, and the sales team finally trusts the pipeline.

Tech Stack

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