Case Study

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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WSI CRM Customization & Internal Automation

A ZOHO customization focused on internal communication, deal efficiency and lead/customer attribution.

Tools & Platforms

Services

case study

what's at stake

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.

Communications Bottleneck

automated messaging

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

At Stake

Without automated messaging, viable leads slip through the cracks.

Data Silos

unified reporting

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

At Stake

Disconnected reporting means no one can prove what's working.

Churn Risk

streamlined workflows

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

At Stake

Every point of friction is a reason for customers to look elsewhere.

"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!"

"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."

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.