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Case Study

new strategy? no problem.

When market forces shift, a change in strategy can make a huge difference. But what if your tech stack was chosen for last week's approach? A new gameplan requires new ways of looking at the existing playbook. Are you prepared to pivot?

Talk to us about your project
FutureThink CRM/CMS Customization & Website Refresh

A custom integration between Squarespace and Salesforce that included both website/content improvements and a pivot to lead nurturing.


Squarespace Salesforce Marketing Cloud JotForm Salesforce

case study

what's at stake

FutureThink had an exciting strategy. They'd bring their 20+ years of experience leading seminars inside some of the world's largest companies directly to the customer--a "Netflix for Online Learning." There was just one problem--research showed their customers weren't interested. So they pivoted. But their tech stack--chosen for the previous strategy--needed upgrades to get the job done.

DATA LEAK

CRM/CMS Integration

Leads were not passing effectively from Squarespace to Salesforce, causing lost opportunities. Sales needed additional data they were previously collecting manually, causing delays.

At Stake

Without tight data integration, viable leads slip through the cracks.

churn risk

automated nurturing

Automated workflows ensure effective lead nurturing and message segmentation. But Salesforce marketing automation tools come with a steep learning curve.

At Stake

Delivering high-conversion, personalized messaging is impossible without effective automation.

Tool Limitation

advanced lead generation

Pardot and Squarespace each offer form builders, but neither provides the advanced functionality needed for modern lead nurturing.

At Stake

Without dynamic forms and workflows, content pivots fail to convert visitors into learners.

CASE STUDY

design with conviction

design with conviction

Unlike most startups and SMBs, many lawfirms don't have marketing departments. Instead, they ask lawyers and office managers to update websites, manage marketing technology, wrangle lead data and more. But, with the right design and technology stack, you can ensure modern, high-quality content AND an intuitive, enjoyable user experience, no matter your technical ability.

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client:
toolset
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PROJECT type
Scoped Project
 
sprints
 
 
CASE STUDY

what we built

FutureThink's goal was clear--they'd turn their website from a home for video content to a lead generation machine. With custom CMS updates, an integration with the CRM, automated workflows and modern form designs, FutureThink was prepared to pivot.

part 1

cms modifications

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thoughtful rebrand

In order to meet design specs, customization was required. JSC expanded native functionality with code blocks, plugins and APIs, tightly integrating Squarespace forms, events and workflows with Salesforce.

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marketing-cloud-banner
part 2

advanced lead nurturing

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thoughtful rebrand

Futurethink's pivot to skill-building meant creating affinity groups for lead nurturing. Multi-step automated workflows turned skill-building surveys into emails, CRM updates and more. Metadata collection enhanced sales reporting with timestamps, tags and survey results.

best-screen design

part 2

advanced lead nurturing

Futurethink's pivot to skill-building meant creating affinity groups for lead nurturing. Multi-step automated workflows turned skill-building surveys into emails, CRM updates and more. Metadata collection enhanced sales reporting with timestamps, tags and survey results.

marketing-cloud-banner
part 3

interactive form design

John Steele Consulting Logo (27)

thoughtful rebrand

Futurethink's original plan took static content and intended to deliver it to a captive audience. Its lead generation ambitions required a more interactive experience. Quizzes, games and lead magnets vetted visitor interest and intent. Follow-up and segmentation were automated based on user behavior.

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John Steele Consulting Logo (27)

thoughtful rebrand

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part 4

data hygiene

Sync issues between marketing and sales created issues. Our integration passed all data cleanly, formatted and delivered where it was most needed. We passed previously inaccessible fields to enrich CRM data, and protected form submissions by storing on multiple platforms.

best-screen design

part 4

data hygiene

Sync issues between marketing and sales created issues. Our integration passed all data cleanly, formatted and delivered where it was most needed. We passed previously inaccessible fields to enrich CRM data, and protected form submissions by storing on multiple platforms.

 

John Steele Consulting Logo (29)
 

 feedback

"What I appreciated most was the consistent enthusiasm and commitment to the project. The JSC Team is responsive, open to feedback and willing to iterate along the way. Their dedication was clear throughout our collaboration."

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Cara Francis
Project Manager, FutureThink
CASE STUDY

frequently asked
 questions

frequently asked questions
 
What is John Steele Consulting?

My name is John Steele and I am a 12-year veteran of digital marketing & communications. For most of my career, I have served the startup/SMB tech space, usually joining as the first or second marketing hire. And, in building marketing operations from the ground up, I saw how agencies either took advantage of or neglected small businesses. I started JSC to offer something better to startups--an agency built for founders.

How are you different than other agencies?

We're different from other agencies in two key ways:

First, we are not a traditional consulting firm in that we do strategy and execution--building strategies and executing them, often in the same project scope.

The second is our flexible pricing. With our fee-for-services agreement, I can work on anything within your tech stack for one low hourly rate. You can tag me in on any project--from web development to custom APIs to analytics.

With our project-based contracts, we limit the scope to a core list of deliverables over a set period.

Both of these agreements are 100% committment-free. Just pay for what you need. 

Cool! How can we get started?

Great question! The best way is to schedule an intro consultation by clicking one of the buttons at the top or bottom of this page.  

These intro calls give me a chance to learn about your business and explore ways we can address your challenges most efficiently. 

CONTACT JOHN STEELE CONSULTING

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Bring your challenges. We'll create a suite of services, a timeline and a project plan tailored to your business.