Case Study: The Plan Writers Achieves Higher Lead Conversion and Data Accuracy with Inbound AV and HubSpot

The Plan Writers boosts conversion rate 20% with Inbound AV

The Plan Writers, an award-winning business consulting firm based in Los Angeles, faced a challenge with its lead management process. Core prospect data was managed in shared Google spreadsheets, requiring manual re-entry into HubSpot. This created duplicate work, data discrepancies, and a lack of a deliberate system for nurturing leads. InboundAV was engaged to address these issues.

InboundAV built a custom integration using JavaScript, Google Apps Script, and HubSpot’s API to automatically sync data from spreadsheets to HubSpot. They also implemented deduplication, real-time data maintenance, and six tailored email nurture paths. This solution from InboundAV resulted in a 17% increase in qualified leads, a 20% increase in conversion rate, and 25% more quoted deals closed. Data entry time was reduced to just three minutes per entry.

The Plan Writers