Case Study
Intelligent Customer Journey Automation Using HubSpot
Client: Residential Services Company
Services: Customer Journey Automation, Lead Nurturing, HubSpot Workflows
Duration: 5 weeks
Challenge
High lead volume, poor follow-up consistency, and no automated workflows.
Opportunities were lost simply because sales reps lacked a structured engagement process.
Solution
PENSEE designed a behavior-driven customer journey powered by HubSpot automation:
- Segmented nurturing workflows that adapt to behavior
- Automated follow-up sequences based on lead score and urgency
- Instant qualification and team assignment
- Post-service pipeline for retention and upsell
- SLA alignment between marketing and sales
Impact
- 52% increase in first response rate
- 18% increase in close rate
- Predictable, scalable customer lifecycle
- Improved customer satisfaction and repeat business