Case Studies
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Marketing Agency Lead Automation
18 hrs/week saved β’ $31K/year ROI
HubSpot β’ Zapier β’ Clearbit
SEO & AI Search Optimization
100% indexing fixed β’ 1 day turnaround
Google Search Console β’ Schema β’ llms.txt
Automated Lead Generation System
3 lead magnets β’ Instant PDF delivery
Flask β’ SendGrid β’ PDF Generation
ClubHouse Team Management
Youth sports app β’ 3 subscription tiers
React Native β’ Firebase β’ Stripe
The Yards Training Facility
Session booking β’ Athlete metrics tracking
React Native β’ Firebase β’ Stripe
Edgewood Cafe Online Ordering
100+ menu items β’ Real-time alerts
React β’ Firebase β’ Audio Notifications
PDC Baseball Tunnel Booking
8 tunnels β’ Package deals up to $350
React β’ Firebase β’ Stripe
Tucker Lawn Care Website
Booking system β’ Invoicing β’ Portal
React β’ Firebase β’ Stripe β’ SendGrid
Lanzando Piedra Coaching
Bilingual EN/ES β’ Video analysis
Next.js β’ Firebase β’ Stripe Subscriptions
Something Xtra Special Floral
40+ years in business β’ Online ordering
Node.js β’ Firebase β’ Stripe β’ SendGrid
Marketing Agency Eliminates Lead Entry Bottleneck
The Problem
A growing digital marketing agency was drowning in lead management chaos. Their team received inquiries from 4 different sources: website forms, LinkedIn messages, email, and phone calls. Each lead required manual data entry into HubSpot, often duplicated across multiple tools.
The Solution
PeakOps built a unified lead automation system that captures, validates, enriches, and routes all inquiries automaticallyβregardless of source.
Automated Capture
Connected all 4 lead sources (website, LinkedIn, email, phone logs) to a central Zapier hub
Data Enrichment
Auto-validate emails, lookup company info via Clearbit, and standardize formatting
Smart Routing
Assign leads to sales reps based on industry, company size, and geographic location
Instant Notification
Slack alerts with lead details and CRM link sent within 2 minutes of inquiry
Tools Integrated:
The Results
Time Savings
18 hours per week
Manual lead entry eliminated entirely. Team now focuses on sales conversations, not data entry.
Annual ROI
$31,000/year
Based on $65/hr average team rate. Paid for itself in 3 weeks.
Data Accuracy
95% error reduction
Automated validation catches bad emails, missing fields, and duplicate entries before they enter CRM.
Response Speed
2-hour improvement
Leads now routed and assigned within 2 minutes instead of 2-3 hours. Faster follow-up = higher conversion.
Duplicate Prevention
100% elimination
Smart deduplication logic checks existing contacts before creating new CRM entries.
Lead Conversion
23% increase
Faster routing + cleaner data = more leads converting to paying clients.
We were spending almost a full day each week just copying lead information between tools. PeakOps eliminated that completely. Now leads flow automatically into our CRM with all the right data, and our team gets instant Slack notifications. It's like having an extra employee who never makes mistakes.
Ready to Eliminate Your Bottlenecks?
See how PeakOps can automate your workflows and deliver similar results. Book a free 30-minute triage call to identify your biggest automation opportunities.