CRM Rebuild & Data Hygiene
New 11-signal behavioral scoring model. Clay-powered deduplication resolved 34% duplicate rate and appended data to 1800+ contacts.
AI & Intelligence / Case study 03
Untapped Revenue Uncovered.
$18.5K
Upsell Revenue in 90 Days
61%
CRM Data Accuracy Lift
3.8×
Database Reactivation ROI
22%
Premium Package Attach Rate
01 / The Problem
A Profitable Database Ignored
Lotus Lens had a CRM with ~1800 contacts spanning 8 years. Contacts weren't segmented, deal stages stale, zero automation. Premium upsells sold entirely by chance, dependent on whether a rep mentioned them on a call. Highest-margin offerings had no systematic path to market.
02 / Our Approach
AI-Powered Reactivation Engine
Private AI Recommendation Model
Fine-tuned on 8 years of booking data to predict premium package likelihood. Powers automated upsell sequences at key milestones.
3-Track Reactivation System
Distinct campaigns for corporate clients, single-event bookers, and cold warm leads, each with custom messaging and offer logic.
Upsell Trigger Architecture
Sequences fire at 21-day, 7-day, and 48-hour pre-event milestones with AI-predicted package recommendations per profile.
03 / Engagement Timeline
14 Weeks,
4 Phases
CRM Audit
850 dormant contacts, zero re-engagement logic. 34% duplicate rate suppressing deliverability and score accuracy.
Data Architecture
Clay deduplication pass. 11-signal scoring model built. Historical deal data migrated and re-categorized.
AI & Automation
AI model fine-tuned on booking history. Three reactivation tracks launched. Upsell triggers at 21-day, 7-day, and 48-hour milestones.
Optimization
Weekly campaign reviews. AI model retrained on early closed-won data for improved recommendation accuracy.
04 / Tech Stack
Tools
& Why
HubSpot CRM
Rebuilt with new pipeline stages, lifecycle scoring, and behavioral properties driving AI inputs.
OpenAI API
Private package recommendation model fine-tuned on 8 years of booking data.
Clay
Enrichment and dedup engine. Resolved 34% duplicate rate, appended data to 1800+ contacts.
ActiveCampaign
3-track reactivation system with behavioral triggers on HubSpot data.
Retool
Internal dashboard: reactivation performance, AI accuracy, and CRM health in real time.
Segment
Captures revisits, gallery downloads, and events to feed the AI scoring model.
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