Automated & Aligned: Driving Growth for a Real Estate Lender with Marketing Automation
Client
Real Estate Investing
Year
2024
Goal:
Increase lead generation, improve conversion rates, and support multi-market expansion for a private real estate lending firm.
Challenge:
Fragmented marketing processes, lack of CRM automation, manual lead follow-up, and limited visibility into campaign ROI during a competitive market environment.
What I Did:
→ Designed and implemented HubSpot-based marketing automation workflows
→ Built targeted lead routing and follow-up systems to increase speed to contact
→ Launched multi-channel campaigns to attract qualified investor/borrower leads
→ Aligned sales and marketing teams around KPIs and performance tracking
→ Executed event marketing initiatives to drive in-person engagement/deal flow
Results:
→ Improved lead-to-close speed through automated follow-up and routing
→ Increased quality lead volume across new and existing markets
→ Enhanced visibility into campaign performance and ROI for leadership
→ Supported record production months through aligned marketing and sales efforts
Scope of Work
