Case Study: LeadMD achieves $1 million in new revenue in 1 year with ReachForce SmartForms

$1 million in New Revenue in 1 Year with ReachForce SmartForms

LeadMD, a conversational marketing consultancy that helps B2B clients fix their funnels and drive revenue, faced a bottleneck: its persona-based nurture tracks converted leads to opportunity three times faster than standard tracks, but most prospects only provided 2.5 form touches—insufficient to capture the BANT/firmographic data needed to route buyers into the right persona paths. Asking more questions or moving sensitive BANT fields earlier would disrupt the buyer experience, so the team needed a way to accelerate persona assignment without increasing friction.

LeadMD implemented ReachForce SmartForms to append and confirm firmographic data at point of acquisition, removing five key demographic fields from front-end forms and adjusting progressive profiling. The change cut time to persona assignment from 40 weeks to 15 weeks, increased content program lead flows 37%, raised form conversions 26%, improved content nurture ROI 41% in two months, and produced a projected $1M in new annual revenue (21x ROI at three months, 104x projected at year).

LeadMD

Justin Gray

CEO and Chief Marketing Evangelist