Capturing and converting leads: How US Global Mail automated their sales funnel
Execution
US Global Mail needed a structured, data-driven lead nurture engine that could efficiently convert marketing leads into revenue. Instead of relying on manual follow-ups, we designed an automation system inside HubSpot that streamlined lead capture, organization, and progression through the funnel.
- Lead capture automation – We built an ingestion system that automatically added leads from every source (website forms, paid campaigns, referrals) directly into HubSpot.
- Deal board organization – We structured a visual deal board that categorized leads based on their engagement level, allowing for clearer prioritization of sales-ready prospects.
- Automated email sequences – We created workflow automations that triggered emails based on lead stage, delivering the right messaging at the right time to keep leads moving forward.
- Sales qualification & conversion – With nurture sequences in place, the system automatically delivered 20% of engaged marketing leads as sales-qualified leads to the sales team, ensuring they focused only on the most promising prospects.
What our great partners say
"Before partnering with LifecycleX, we were capturing leads from our inbound campaigns, but didn’t have anything to nurture them along. The team’s ability to plug in with our existing CRM tools and apply our brand playbook throughout email content creation is exactly what we needed."
“The team rallied to go above and beyond to develop new tools for our indirect partners to use on their brand materials. They were easy to work with, had a great attitude and made the business as a whole better.”
“Working with LifecycleX has been great. Jon and his team are methodical and easy to work with.”
“As part of our client’s expansion into new markets, we engaged the LifecycleX team to help design and implement an automated lifecycle marketing model. Together, we’ve found new ways to optimize the marketing function and propel leads through the purchase journey.”
“With an extensive understanding of email nurturing and HubSpot, Jon consistently delivers exceptional results. If you're looking for a top-notch email professional to work with, LifecycleX is it!”
"This team is a group of passionate professionals with great problem-solving skills. I'm continually impressed with their ability to work creatively under pressure."