CRM work
Every engagement where crm was part of the build, across all thirty industries we publish in.
Industry
Proof type
40 entries
Three brands, two tracks, one exclusion list: the LinkedIn engine that originates our own group's inbound
Flow Group Ventures runs three brands into overlapping audiences from a shared set of senders. LinkedIn outbound is currently the origin of the group's inbound conversations — so the routing rule, the exclusion list and the pacing standard aren't hygiene, they're the demand engine. This is OmniFlow's own programme, on OmniFlow's own accounts.
OutboundPositioningPersonal BrandVerified ResultReal client work. Every figure is measured in a named system and carries the window it was measured over.Construction & ContractingTwo locations, two Google profiles, one lead-scoring model that tells the crew which job to call first
A regional roofing and building-services contractor was running paid search and Meta against a website that published the wrong office address sitewide, with leads landing unranked in a construction CRM. We rebuilt the site, separated the two locations in local search, and built a scoring model that sorts every inbound job into *urgent / when-you-can / another-day* before anyone picks up the phone.
4.8Google rating, primary profileWeb DevelopmentLocal SEOGoogle Business ProfileVerified ResultReal client work. Every figure is measured in a named system and carries the window it was measured over.Law FirmsRebuilding a multi-practice firm's website, intake routing and authority programme in one connected system
A corporate and regulatory firm was carrying a WordPress site nobody could safely edit, attorney pages filed under the wrong practice areas, and enquiry forms landing in an inbox rather than a CRM. We rebuilt the site, wired every form to tagged CRM records, and put a 90-day authority programme and a live webinar series on top of it.
Web DevelopmentTechnical SEOContentVerified ResultReal client work. Every figure is measured in a named system and carries the window it was measured over.Law FirmsA recurring webinar engine that fills attorney seats from three segmented lists instead of one
An attorney-education programme was running weekly-to-biweekly live sessions and promoting each one to a single undifferentiated list. We split the audience into three segments with genuinely different reasons to attend, and rebuilt the invitation sequence around a two-email structure that tests interest before it asks for a registration.
WebinarsEmail MarketingOutboundVerified ResultReal client work. Every figure is measured in a named system and carries the window it was measured over.Recruiting & StaffingTaasFlow: volume recruiting priced against agency placement fees, with a qualification bar that refuses most of the market
TaasFlow is a recruiting *service*, not software — no ATS, no dashboard, nothing the buyer logs into. It's sold to companies with recurring hiring needs at a fraction of per-placement agency fees, and its outbound is built around a qualification bar that disqualifies any company with a single open role.
$699Pilot search priceOutboundEmail MarketingPositioningVerified ResultReal client work. Every figure is measured in a named system and carries the window it was measured over.Senior Living & Elder CareFilling free webinar seats for two audiences at once: families facing care costs, and the attorneys who advise them
An elder-law practice and its attorney-education arm were running free live sessions for two audiences that share almost nothing except the subject. We built one operating pattern that serves both — landing pages written for an older consumer audience, and segmented email campaigns for three distinct attorney segments.
WebinarsEmail MarketingLanding PagesProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Dental & OrthodonticsA dental booking flow that separates emergency, hygiene and elective before anyone picks up the phone
One "Book an appointment" button is asked to do three completely different jobs, and does none well. This build splits the enquiry at the point of arrival and carries the split all the way into the practice-management system.
Booking IntakeLanding PagesWeb DevelopmentProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Ecommerce & RetailCampaigns and automations are two different systems — and only one of them runs while you sleep
Most stores run email as a calendar — someone decides Monday what goes Thursday — while the automations were switched on at launch and never opened again. This is the architecture that separates the two, gives every flow its own trigger, exclusion set and reporting row, and makes the capture points part of the product page.
Email MarketingCRMContent SystemsProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Energy, Solar & RenewablesA qualification layer that decides which solar enquiry is worth a consultant's afternoon
A residential solar consultation costs a designer, a proposal and often a site visit. The form that triggers it usually collects a name, an email and a postcode — which decides nothing. This layer moves the three questions that actually settle it in front of the appointment.
Landing PagesCROCRMProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Financial ServicesA referral register that records who made the introduction — not just that a referral happened
Advisory firms know referrals are their main growth channel and almost none can say which relationships produce them. This is the register and CRM field schema we build: one record per introduction, naming the introducer, the occasion, the date, and what the prospect was told before they arrived.
CRMLead RoutingReportingProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Healthcare & MedicalConversion tracking for a medical practice that never lets a patient detail reach the tag
Most practice sites either measure nothing or push form values and appointment reasons into an analytics tool never designed to hold them. This is the reference build we use instead: a measurement layer that counts every booking and call without a single clinical detail leaving the building.
Technical SEOBooking IntakeReportingProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Insurance Agencies & BrokersAn x-date register that gives every commercial prospect a date to be contacted on
A commercial insurance prospect isn't in the market until shortly before renewal — and then they are, briefly. This is the register and timing standard we build: one renewal date per prospect, contact windows derived from it, and follow-up that fires on the calendar rather than on a producer's memory.
CRMOutboundEmail MarketingProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Logistics, Freight & TransportInstrumenting the numbers nobody publishes for freight
There's no published cold-email benchmark for freight, no LinkedIn benchmark, no webinar benchmark, no sales-cycle figure and no Google Ads freight category. A freight operator asking how they compare is asking a question the published record hasn't answered. This build makes the operator's own data answer it.
CRMLead RoutingReportingProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Med Spa, Aesthetics & WellnessA first-party consultation ledger, because the aesthetics industry doesn't publish one
There's no credible published figure for what a med spa consultation costs to generate, and none for how many consultations become treatments. This is the ledger we build instead: a non-clinical record that produces both numbers from the practice's own funnel inside a single quarter.
ReportingCRMBooking IntakeProject ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Recruiting & StaffingA qualification standard that turns "they're hiring" into something dated, sourced and checkable
Every company is hiring. That sentence is true, useless, and the reason most recruiting outbound lists are indistinguishable from a company directory. This standard defines what has to be on a row before it counts as a lead.
OutboundPositioningContent SystemsCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Accounting & TaxThere's no published cost-to-win or client value for an accounting firm — so the model builds the firm's own four numbers
There is no credible published cost per lead, cost of acquisition or client lifetime value for a public accounting firm. The nearest figures come from adjacent categories and have to be labelled as proxies. This model builds the firm's own four numbers instead of borrowing someone else's.
CRMLead RoutingReportingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Automotive Sales & ServiceSame dealership, same staff: internet leads set appointments at 32%, phone-ups at 73%
The published dealership data shows internet leads and phone-ups being contacted at broadly comparable rates and converted into appointments at completely different ones. That gap is not about reachability and it is not about staffing, because it is the same staff. This model rebuilds the internet lead handoff around what a phone-up already does naturally.
CRMLead RoutingLanding PagesCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.B2B & TechnologyAcceptance held at 28.5%, the connection note collapsed 37% — the model moves the persuasion elsewhere
Across 13.2 million connection requests, acceptance is stable and the conversation after it is not: 10.4% of follow-up messages get a reply, and the reply rate on the connection note itself fell 37% in twelve months. Software senders sit below the platform average on both. This model is built around where that leaves the message.
OutboundPositioningPersonal BrandCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Construction & ContractingGeneral contracting has one of the lowest conversion rates in home services — here's where the model puts the money
General contracting converts paid search clicks at 2.61% against a home-services average of 7.33%, which pushes cost per lead to $165.67. The model treats that as a qualification problem rather than a media problem.
Paid SearchLocal SEOContentCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Dental & OrthodonticsDentists estimate their case acceptance at ~90%; measured across 10,000+ practices it's ~60%
The largest growth lever in a dental practice is not a new patient. It is the treatment already diagnosed, already presented, and not accepted. This model puts the marketing budget behind the step where the measured number and the believed number are thirty points apart.
CROBooking IntakeCRMCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Ecommerce & RetailCart abandonment has averaged 70.22% across twenty years of studies — the model stops trying to fix it
Fifty studies published between 2006 and 2025 average a 70.22% cart abandonment rate. That number has survived every checkout redesign, every digital wallet and every trust badge of the last two decades. This model treats it as a behaviour rather than a defect, and puts the effort where the published data says the movement actually is: the device split, the returning visitor, and the automations that run after the abandonment.
CROEmail MarketingTechnical SEOCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Energy, Solar & RenewablesSolar acquisition cost is forecast to rise 40% into a market contracting 19% — after the credit expired
US residential solar customer acquisition cost hit a five-year low of $0.60 per watt in 2025 and is forecast to rise 40% to $0.84 in 2026 as the market contracts 19% following the residential credit's expiry. Against an average installed price of $2.49 per watt, that moves acquisition from roughly a quarter of the price of a system to roughly a third.
Paid SearchLocal SEOLanding PagesCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Energy, Solar & RenewablesIn residential solar the benchmark you want doesn't exist — so the model builds your baseline first
This is the thinnest published vertical we work in. There is no solar cost per click, no cost per lead, no lead-to-sale rate, no website conversion rate and no speed-to-lead study. What does exist is strong market data: record enquiry volume, a battery attachment rate that varies by more than thirty points between states, and a subsidy that ended. The model is built to survive that combination.
ReportingCROLanding PagesCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Financial ServicesFinance buys the second-best click in the market and converts it worst of all 23 industries
Finance and insurance search ads earn a 9.83% click-through rate, second highest of the twenty-three industries measured, and convert those clicks at 2.64%, the lowest of all of them. The whole loss sits after the click. This model spends there first.
Paid SearchLanding PagesCROCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Financial ServicesThe largest line in an advisor's cost to acquire a client isn't money — it's the advisor's own time
Published research across roughly a thousand advisors puts the all-in cost of acquiring one client at $3,800, of which $519 is hard dollars and $2,600 is the advisor's own time valued at what that time is worth. Every marketing decision made on the invoice alone is being made on a sixth of the cost.
PositioningContentEmail MarketingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Fitness & Sports FacilitiesOne member in three leaves every year and the market is growing anyway — that's the trap
81 million Americans held a gym membership in 2025 and annual member retention is 66.4%. A facility can post growth while replacing a third of the people in the building. The model spends on the first ninety days of membership before it spends on the next lead.
CRMReportingEmail MarketingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Healthcare & Medical62% of patients have avoided a provider over a review — and replying to one is a compliance decision
Reputation is the cheapest media a practice owns and the only channel where the reply itself is regulated. This model treats review operations as a media-efficiency programme with a compliance constraint written into the first line of every template.
Google Business ProfileLocal SEOReportingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Insurance Agencies & BrokersCommercial insurance is the one category where organic and paid cost the same — which changes what there is to optimise
Published acquisition costs for commercial insurance come in at $590 organic and $600 paid, blending to $593 — the narrowest organic-versus-paid gap of any industry in the set. When the channel choice is worth ten dollars, the model stops arguing about channels and goes after the conversion step, where finance and insurance ranks last of twenty-three industries.
Paid SearchTechnical SEOContentCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Insurance Agencies & BrokersEvery insurance cost-per-lead figure in circulation is a vendor price sheet — the model builds the number the agency doesn't have
There is no independent published cost per lead for an insurance agency, and none at all for personal lines. What circulates instead is lead-vendor pricing, which is a market price list rather than a benchmark. The model starts from that distinction and builds a cost per bound policy the agency owns.
CRMLead RoutingReportingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Law FirmsThe intake gap: paying the market's highest cost-per-click while only 40% of firms answer the phone
Legal is the most expensive vertical in paid search. It is also the vertical where the largest published performance gap sits after the click, not before it. This model sizes the recovery available from fixing intake before adding a dollar of media.
Paid SearchLocal SEOLanding PagesCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Logistics, Freight & TransportWhat a freight lead costs — and the four benchmarks that don't exist to check it against
The published record for transportation and logistics contains a cost per lead, a customer acquisition cost and a ratio. It contains no cold email benchmark, no LinkedIn benchmark, no webinar benchmark, no sales-cycle figure and no search category. This model is built on what exists and is explicit about what does not.
Technical SEOContentCRMCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Manufacturing & Industrial$75.19 in the ad account and $553 across the business — manufacturing's two cost-per-lead numbers
Industrial and commercial search campaigns post the highest conversion rate and the lowest cost per lead of any B2B-relevant category in the published set. The blended manufacturing cost per lead across all channels is roughly seven times higher. Both are correct, and the gap between them is where this model does its work.
Paid SearchLanding PagesCROCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Med Spa, Aesthetics & WellnessA $1.4M average practice, $39.25 leads, and no published number for what a consultation costs
The aesthetics industry publishes its revenue and its size in detail and its funnel not at all. This model uses the benchmarks that exist for the top of the funnel, says plainly where the published record stops, and instruments the rest first-party.
Paid SearchPaid SocialLanding PagesCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Med Spa, Aesthetics & WellnessInjectables are the #1 and #2 minimally invasive treatments — which makes retreatment interval the business
Neuromodulator injections account for half of minimally invasive treatment volume and hyaluronic acid fillers for another thirty per cent. Treatments with a natural retreatment cadence make a med spa a recurring-revenue business that mostly does not report itself as one. The model builds around the interval.
Email MarketingCRMReportingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Nonprofits & AssociationsRevenue up 5.0%, donors down for the fifth straight year — the model spends on the second gift
Sector giving grew 5.0% in the published data, the strongest revenue growth in five years, while donor counts fell 3.6% for the fifth consecutive annual decline. Fewer people are giving more. The model treats that as a retention problem and puts the budget on the second gift rather than the first.
Email MarketingCRMReportingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Real EstateReal estate has the fastest-rising cost-per-click of any measured industry — and refuses to average its two conversion rates
Inside one published vertical, residential agents convert at 1.29% and property management at 10.24%. The model refuses to average them, prices each channel to the job it actually does, and stops short of any claim it cannot source.
Paid SearchPaid SocialLanding PagesCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Real Estate43% of buyers found their agent by referral — so the model treats the past-client list as the primary channel
Half of buyers find the house online and not quite half find the agent through somebody they know. Most real-estate budgets are aimed at the first number and judged against the second. The model funds the referral motion as a channel with a cadence and a report.
CRMEmail MarketingContentCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Recruiting & StaffingRecruiting is the best-performing vertical on LinkedIn — which is exactly why it's the hardest to sound different in
Staffing and recruiting posts a 36.5% connection acceptance rate and an 18.9% message reply rate, the best of any vertical on the platform and 1.8 times the average, and headhunting cold email replies at 7.5%. Every competitor gets the same lift. This model puts the differentiation in the offer and the buyer's own numbers instead.
OutboundEmail MarketingPositioningCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Senior Living & Elder CareOccupancy is near a decade high and almost no new supply is coming — the marketing problem changed
Senior housing occupancy reached 89.9% across the primary markets, with fifteen of thirty-one at or above 90% and inventory growth below 1.0% for a fifth consecutive quarter. At those levels the job stops being lead generation and becomes fit, timing and waitlist management.
Landing PagesPaid SearchLocal SEOCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Veterinary & Pet ServicesThe interval between visits stretched by nearly half — that's the number the model works on
A practice's lapsed client list is larger than anything a campaign will produce this quarter and costs nothing per name. This model works the interval rather than the top of the funnel, and rebuilds the reminder cadence around what clients now actually do.
Email MarketingCRMReporting