Case Study: PI Firm restores lead visibility and intake reporting with Network Velocity

PI Firm restores lead tracking in 24 hours with Network Velocity

A PI firm was spending $6,600 per month on two marketing vendors but was experiencing a declining number of incoming calls and leads. The challenge was a complete lack of visibility into their marketing intake pipeline, which was failing silently; one vendor's lead forwarding system had been broken for six months, and the other could not readily report on their performance.

Network Velocity implemented a new pipeline with full visibility, featuring detailed lead tracking and immediate follow-up triggers. They replaced both vendors, established a system with defined checkpoints, and instituted a 30-day reporting cycle. The results included the restoration of lead flow with follow-ups within minutes, the ability to track marketing spend directly to its source, and regaining business intelligence that allows the firm to determine what is working in under five minutes.