Case Study: Prime Consulting

Saved 17 hours of manual labor closing 7-figure deals!


Jay Peck is the CEO of Prime Consulting LLC and looking to increase its revenue from online leads and reduce manual sales processes with a new frontend Website and backend Customer Relationship Management (CRM) system for admins and agents. Prime Consulting provides business and real estate commercial funding consulting services to it’s clients.

Currently, the business is using Google Sheets as a CRM to manage clients, but is facing major issues with manually entry, data duplication, privacy access and the ability to automatically follow-up with new leads. The business also has no formal intake process to collect lead information.

An Email Marketing System is required to capture/convert cold traffic leads via intake form and to follow-up and send company updates to existing clients.

The Solution

We built Prime Consulting a new front-end website with a quiz intake form to collect required lead details and transfer contact info into the PipeDrive CRM.

This website consists of a homepage and additional pages for applications to apply for different services; Business Funding or Commercial Real Estate Funding

Once the form is submitted on either the Business Funding or Commercial Real Estate Financing pages, the lead path is as follows:

  1. Lead is added to “Prime Consulting Leads” list in the Email Marketing System
  2. A thank you email is sent to new lead from the Email Marketing System
  3. Lead is added as a contact in PipeDrive CRM with a Deal reflecting their requested loan amount
  4. Deal is assigned to “Lead In” phase for Prime Consulting Pipeline within PipeDrive
  5. An email is sent to Prime Consulting alerting them of the new lead

Once a new lead has submitted their information, they are entered into a multi-day lead nurturing sequence to educate them on the benefits of the service with CTA to book a free consultation.

Within the CRM, Prime Consulting also has a centralized place to manage contacts and track all communication to help close deals.

The Results

Jay was able to put his lead intake on complete auto-pilot for Prime Consulting. Previously, it would take about 15 minutes to submit a client file for funding after a lead submitted their information to him, which was not collected in a standardized process.

Now, once a lead fills out a form, the entire process is fully automated and takes less than 1 minute to complete. Over the course of just one year, this has saved Jay approximately 17 hours of repeating the same tasks over and over again, while generating over $10 million in potential client deals!

Even better, all his information is now stored in one place and easily accessible to him and his future staff as he continues to scale up and look into new investments.

Key Metrics

Total Leads – 68
Potential Deals – $10,000,000+ in Client Funding
Manual Tasks Automated – 476
Hours Saved – 17

Want to Implement Your Own CRM?

Whether you are based in the US or elsewhere, CRMs enable businesses around the world to improve and build on customer relationships, grow business efficiency, boost communication and increase lead conversion rates by as much as 300%. This latter figure is one that you cannot afford to ignore. No matter how well your business is doing at the moment, with the right CRM in place, it can do even better.

But before you travel down the road to CRM, investing time and money, take the time to establish exactly what type of CRM will work best for you.

If you would like to discuss implementing a CRM for your business and need help setting it up and executing it, schedule a free strategy session with us. We would love to chat!

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