overview
About 8020 consulting

Funding Rounds
2013

Growth Equity
Fundraising growth

100-250
headcount growth

Sales Led
Revenue GRowth
problem

Outreach to Customers and Prospects Needed to Be Automated
8020 was running outreach manually to both existing customers and net-new prospects. They needed an automation layer in HubSpot that could scale their motion without sacrificing personalization or the quality of insights their team had become known for.

Top-of-Funnel Reporting Was Needed
8020 was running outreach manually to both existing customers and net-new prospects. They needed an automation layer in HubSpot that could scale their motion without sacrificing personalization or the quality of insights their team had become known for.

A Growth Model Was Needed to Double the Business
8020 had ambitious growth goals and needed a comprehensive growth model incorporating funnel efficiency, churn metrics, and channel ROI to identify the right investments required to double the size of the company.
solution
01
We Built an End-to-End Growth Model
LeanScale built 8020's growth model from the ground up, incorporating all of their historical data — funnel metrics, churn, sales cycles, and channel performance — to design a credible plan for doubling the business. The model identified which channels deserved more investment and where the team should focus.
02
We Implemented Automation in HubSpot
LeanScale implemented a full automation framework in HubSpot covering both customer and prospect outreach. We designed sequences, built workflows, and connected automation to 8020's broader GTM data so outreach was both scalable and measurable.
03
We Delivered a Full GTM Reporting Pack
We Delivered a Full GTM Reporting Pack
04
LeanScale put together a comprehensive reporting pack covering all of 8020's GTM metrics, giving leadership the visibility needed to track top-of-funnel performance, conversion rates, and pacing to plan.
LeanScale designed a comprehensive reporting framework covering all GTM metrics — conversion rates, sales cycles, channel efficiency, and pacing to goal — so Jampack's leadership team had the visibility needed to make confident investment decisions.
05
06
key outcomes
01
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
02
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
03
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
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TAM ICP Analysis
Sales Territory Redesign
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