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CASE STUDY

what if you didn't have to settle?

what if you didn't have to settle?

Marketers are often expected to deliver with tools that are less than ideal. But that doesn’t mean they have to settle. With smart integrations, intentional processes, and creative problem-solving, teams can transform rigid systems, delivering growth against the odds.

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client:
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toolset
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PROJECT type
Fee-For-Service
 
sprints
CASE STUDY

goals & challenges

Following several acquisitions, WSI needed to communicate fast and at scale — across web, email, and social — to keep customers engaged and internal stakeholders informed. Their tech stack—centered on Zoho and WordPress—wasn’t up to the task.

automate internal / external messaging

CHALLENGE

Manual lead filtering and review processes were causing bottlenecks and delaying or even missing viable leads.

unify reporting across the marketing journey

CHALLENGE

Zoho's CRM and marketing silos and data sync issues created a mountain of support tickets.

remove friction from customer workflows

CHALLENGE

Missing customer communication, inadequate filtering and unclear messaging led to confusion.

CASE STUDY

the recipe

 step 1
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modify cms

modify cms

Zoho forms had too many limitations to meet WSI's needs. So we added Gravity Forms to Wordpress, used the Rest API to sync submissions faster, and brought in additional plugins to track lead attribution in real time. This led to vast improvements in reporting and allowed the marketing team to showcase wins to key stakeholders.  

ADDITIONAL TOOLS
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 step 2

activate data

activate data

Multi-step automation workflows put every form submission to work, triggering emails, CRM updates, internal operations and more. Using Zapier and native Wordpress tools, we were able to deliver first-touch and last-touch attribution to further enhance lead reporting.

ADDITIONAL TOOLS
 step 3
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automate process

automate process

Like with form submissions, every CRM update--manual or automated--can be used to keep the lead nurturing process moving. Automated filtering and human review work in tandem. Workflows and APIs modify timestamps and make metadata searchable. Human review bottlenecks are relieved with automated reminders.

ADDITIONAL TOOLS
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 step 4

build dynamic reports

build dynamic reports

Newly created data points--piped into existing reports in real time--are added to calculations, data visualizations and dashboards to deliver reports with depth, attribution and actionable next steps for teams to execute. 

ADDITIONAL TOOLS
CASE STUDY

feedback

"The JSC Team jumped in to support our Marketing team during a new CRM implementation project. Our requirements exceeded internal expertise and capacity. John quickly understood our needs and integrated seamlessly with our team, handling workflows and automations efficiently while we focused on other priorities. He's our marketing Swiss Army Knife!"

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Mariana Veith
Director, Marketing & Communications
WSI

"John delivered thoughtful and innovative solutions for our CRM and automation needs, while also taking the time to teach me about marketing operations strategies and tools. I highly recommend John and JSC to any company looking for a consultative, well-rounded marketing operations expert."

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Mikayla Josefchuk
Inside Sales & Marketing Representative
WSI

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. 

LETS CHAT!
 
 

schedule your consultation!

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

schedule your consultation!

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