Automation Case Studies
How Gretel saved human hours for various businesses.
Optimizing Sales Process and Personalized Email Marketing
About Flourish & Thrive Academy
Company size: 11-50
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Industry: Flourish & Thrive Academy is an e-learning provider helping jewelry business entrepreneurs to grow and scale. ​
Challenge
Flourish and Thrive Academy was struggling to update customer profiles across all their different tools. Inaccurate lead data made it impossible to send targeted emails or pass qualified leads to the sales team in a timely manner.
Contact details get lost due to multiple running lead-magnet forms and manual data entry to a google spreadsheet.
No real-time tracking of sales pipeline. Leads get assigned to wrong email marketing campaigns.
Solution
Automated multiple stages of their lead funnel.
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Adds leads to the Keap CRM and Airtable
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Updates lead info in real-time (Keap and Airtable)
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Sends targeted cultivation emails (Keap)
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Hands qualified leads over to the sales team (Airtable)
Results
FTA sales team now spends less time entering data, and more time cultivating customer relationships. Plus, the right teams have access to accurate customer data—allowing them to provide top-notch customer service at a moment's notice.