Case Study: Bay Leaf Digital achieves nearly double deal closings and scales lead management with Hatchbuck

Bay Leaf Digital - Customer Case Study

Bay Leaf Digital is a full-service digital marketing agency in Southlake, Texas that helps SaaS and tech companies grow online. The agency struggled to manage clients with varying technical skills and stages of growth and needed a marketing platform with a low learning curve that could easily segment leads and automate email outreach.

They adopted Hatchbuck for its simple tagging, segmentation and CRM-linked automation, enabling personalized campaigns at scale while removing manual steps. As a result, clients went from handling about 25 active leads a month to over 45 and nearly doubled closed deals, and the agency highlights Hatchbuck’s ease of use, affordability and strong support.

Bay Leaf Digital

Tory Smith

Vice President, Business Development