Case
SaaS
Fieldnote routes every lead in under a minute
Inbound leads are scored, enriched and routed to the right owner in seconds, with nurture sequences for the rest.
Client
Fieldnote
Team size
30 people
Built
HubSpot · Clay · Slack
Timeline
2 weeks
01
Challenge
Hot leads went cold in the inbox
Leads waited hours for someone to notice them. The best ones often booked with a competitor first.
02
Approach
Scored and routed in seconds
Every form is enriched, scored and sent to the right rep in Slack, with a calendar link already in the reply.
03
Results · after 90 days
40s
lead to owner
+27%
demo bookings
100%
of leads followed up
04
In their words
“
Clear plan, fixed price, live in two weeks. Exactly what they promised on the first call.
Sam Okafor
Head of Sales, Fieldnote
Want results like these?
Book a free 30-minute audit and leave with a map of what to automate first.