Sales Funnels
Case Study
Serendipity + HubSpot
The Client (before)
Northstar Solutions* is a medical services provider built to streamline collaboration across complex medical claims.
- From 2012 to 2024, Northstar Solutions grew to 60 clients, averaging $40,000 per year in revenue for Northstar Solutions, and $200,000 in Lifetime Value (5 years).
*Actual name redacted for client confidentiality.
The Problem
Northstar Solutions was growing slowly, but needed:
- A predictable and reliable way to grow
- A consistent and strategic process for creating content that converts
- A content creation strategy that converted leads to revenue
- To prove a strong ROI on any marketing investment
The Solution:
Sales FunnelsStep 1:Build a 10k person audience aligned with their ICP
Step 2:Drive traffic to live events (Email and LinkedIn)
Step 3:Host the live events
Step 4:Set up Demos for their sales team
Step 5:Convert Demos to Revenue
Step 6:Create Meta Ads with your live event
Tools Used
Testimonials
“Out of all the money we’ve ever spent on marketing, Serendipity is by far our best investment.”
“Serendipity is the best lead generation partner I’ve worked with in my career.”
“Working with Serendipity has been an exceptional experience. They keep us informed at every stage, truly listen to our needs, and consistently provide thoughtful, effective solutions. Their team is not only professional but also a pleasure to collaborate with. We couldn’t be more excited to continue this partnership and highly recommend them to anyone seeking a dedicated and insightful agency!”
