Case Study: Erudite Ingenuity achieves 60% more warm leads with Hatchbuck

Erudite Ingenuity - Customer Case Study

Erudite Ingenuity, a Charlotte-based sales training and curriculum development firm led by founder Brian Mallory, struggled to identify and prioritize warm prospects using a patchwork of tools—Salesforce and Constant Contact provided incomplete analytics, leaving outreach largely a guessing game.

After adopting Hatchbuck, the company implemented tagging, lead scoring and segmented nurturing campaigns that let contacts self-select interests and surface the most engaged prospects. In under six months Erudite Ingenuity saw about 60% more new warm leads, moved numerous prospects directly into the sales process (10 high-quality active leads), and gained real‑time analytics that let the team focus outreach where it matters.

Erudite Ingenuity

Brian Mallory

President