Case Study: PTT Research achieves 700% increase in qualified leads with HubSpot

Investment Research-as-a-Service firm PTT Research Increases Qualified Leads by 700% Using HubSpot

PTT Research is an emerging investment research‑as‑a‑service firm staffed by former Wall Street analysts that publishes subscription and free research sites. As a one‑year, lean team handling over 100,000 annual visits, they struggled to understand buyer behavior, deliver timely, targeted content to diverse audiences, and convert traffic into paying subscribers without complex, costly tools or extra hires.

They adopted HubSpot’s inbound stack—lead management, marketing automation, smart CTAs and analytics—to automate personalized content delivery and guide prospects through the buying cycle. The result: qualified leads rose about 7x, reactivation of lost prospects increased 10x, annual ROI roughly doubled, and projected revenues more than doubled, allowing rapid growth without adding staff.

PTT Research

Jeremi Karnell

CMO, PTT Research