Sales Funnels

Case Study

Serendipity + HubSpot

The Results

In 1.5 years building out Sales Funnels:

2.5x

From 60 to 150 clients in 1.5 years.

$3.6 Million

Added in annual recurring revenue (ARR) - Lifetime value of 5 years ($18m)

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:

  1. A predictable and reliable way to grow

  2. A consistent and strategic process for creating content that converts

  3. A content creation strategy that converted leads to revenue

  4. To prove a strong ROI on any marketing investment

THE Solution:

Step 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

Sales Funnels

The Transformation

Before

After

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!”

I want to Get Started

Contact us today to see how Serendipity can help grow your business.