Untapped
Revenue
Uncovered.
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.
CRM at 34% duplicate rate — suppressing deliverability
Premium package attach rate <9% — no systematic upsell path
850 dormant contacts with zero re-engagement logic
Database Segments at Audit
Our Approach
AI-Powered
Reactivation Engine
CRM Rebuild & Data Hygiene
New 11-signal behavioral scoring model. Clay-powered deduplication resolved 34% duplicate rate and appended data to 1800+ contacts.
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.
14 Weeks, 4 Phases
CRM Audit
Wk 1–2
850 dormant contacts, zero re-engagement logic. 34% duplicate rate suppressing deliverability and score accuracy.
Data Architecture
Wk 3–4
Clay deduplication pass. 11-signal scoring model built. Historical deal data migrated and re-categorized.
AI & Automation
Wk 5–9
AI model fine-tuned on booking history. Three reactivation tracks launched. Upsell triggers at 21-day, 7-day, and 48-hour milestones.
Optimization
Wk 10–14
Weekly campaign reviews. AI model retrained on early closed-won data for improved recommendation accuracy.
Tools & Why
HubSpot CRM
CRMRebuilt with new pipeline stages, lifecycle scoring, and behavioral properties driving AI inputs.
OpenAI API
AIPrivate package recommendation model fine-tuned on 8 years of booking data.
Clay
DataEnrichment and dedup engine. Resolved 34% duplicate rate, appended data to 1800+ contacts.
ActiveCampaign
Email3-track reactivation system with behavioral triggers on HubSpot data.
Retool
AnalyticsInternal dashboard: reactivation performance, AI accuracy, and CRM health in real time.
Segment
TrackingCaptures revisits, gallery downloads, and events to feed the AI scoring model.
Outcomes
What
Changed
$18,500 in upsell revenue within 90 days from AI-powered package recommendation sequences.
CRM data accuracy improved 61% — a reliable revenue asset instead of a liability.
Database reactivation generated 3.8× ROI across all three campaign tracks.
Premium attach rate: 9% → 22% within 60 days of behavior-triggered upsell launch.
44% reactivation rate on cold warm leads — the highest-performing segment.
We were sitting on years of client data and doing absolutely nothing with it. Within three months, the AI-driven system had surfaced $18,500 in upsells we would have never captured manually. It changed how we think about our database entirely.
Studio Director
Lotus Lens Studio · Event Photography