- B2B Services (HR Tech)
- Chicago, IL
- 50–100 employees
- Build a scalable lead generation engine and centralize outreach in a modern CRM
Lead Generation & CRM Setup for a B2B Service Company
By Lead Gen Assistant
Lead Gen Assistant helped a B2B service firm eliminate manual outreach, generate 5,000+ qualified leads, and automate their sales pipeline using a smart CRM integration & boosting their monthly conversions by over 60%.
Client Overview
- Industry: B2B Services (HR Tech)
- Location: Chicago, IL
- Company Size: 50–100 employees
Main Goal: Build a scalable lead generation engine and centralize outreach in a modern CRM
The Challenge
The client was growing fast, but their sales pipeline wasn’t. They struggled with:
- Scattered spreadsheets and outdated prospecting methods
- No unified view of customer interactions
- Low engagement from cold email campaigns
- Missed follow-ups and poor lead nurturing
They needed an end-to-end solution that brought together targeted lead generation and a CRM that actually works for them.
Our Approach: Funnel-Ready + Fully Integrated
We built a high-converting system from scratch, combining intent-based lead generation with automated CRM setup in HubSpot. Here’s how:
Step 1: Persona & List Building
We worked with their sales team to define buyer personas then used a mix of LinkedIn filters, databases, and custom scraping to generate a clean list of ideal leads.
Step 2: Lead Enrichment & Validation
- Collected emails, phones and LinkedIn URLs
- Verified contact data using NeverBounce & Hunter
- Tag each lead by buying stage & segment
Step 3: CRM Setup & Workflow Automation
- Implemented HubSpot CRM from scratch
- Built workflows for auto follow-ups, deal stages, and lead scoring
- Synced email campaigns directly from CRM for real-time engagement tracking
Step 4: Campaign Execution
Launched cold outreach campaigns (email + LinkedIn) and integrated responses directly into the CRM to eliminate manual updates.
Step 5: Analytics & Optimization
Weekly reporting on open rates, response rates, and lead progression through the funnel. Adjusted targeting and messaging for continuous improvement.
Performance Dashboard
| Metric | Before Lead Gen Assistant | After Lead Gen Assistant |
|---|---|---|
| Qualified Leads (Monthly Avg) | ~250 | 1,600+ |
| Conversion from Lead to Meeting | 6% | 18% |
| CRM Usage Rate (Sales Team) | <25% | 100% |
| Missed Follow-ups | Frequent | 0 |
| Email Reply Rate | ~3% | 12–15% |
Results That Moved the Needle
- 5,000+ verified leads delivered in 4 months
- CRM is fully adopted across the sales team
- 60% boost in conversions from lead to customer
- Missed follow-ups Zero — automated entirely
- Cut prospecting time by 75%
Client Feedback
“From chaos to clarity — Lead Gen Assistant streamlined our entire sales process. The CRM setup alone paid for itself in 30 days.”
— Sales Director, HR Tech Company
Final Takeaway
Lead generation only works when it’s connected to systems that nurture and close. With Lead Gen Assistant’s end-to-end setup, this B2B firm went from lead chaos to deal control — and watched their pipeline take off.