Strategic Partnership Funnels
We designed and deployed an automated funnel specifically for strategic partners—transforming word-of-mouth into a repeatable growth channel. From handoff to consult, the system handled every step, boosting lead quality and partner satisfaction without adding to the team’s workload.
Client
Confidential – Multistate Firm
Service
Referral Funnel Design, CRM Automation, Partner Enablement
Duration
90 Days
Location
Southwest U.S.
The Challenge
The firm was receiving high-quality referrals—but had no system to capture, track, or convert them efficiently. Every partner sent leads a different way, creating delays, drop-offs, and data blind spots. Consults were missed. Follow-ups were inconsistent. And worst of all, partner relationships began to erode due to lack of feedback and visibility.
💡 The Strategy
When high-quality referrals are slipping through the cracks, it’s not a marketing problem—it’s a system problem. Our approach focused on building a seamless, automated bridge between referral partners and the firm’s intake pipeline. We created dedicated intake flows, added instant touchpoints, and layered in performance tracking—so every lead was captured, every consult was followed up, and every partner saw results.
Success Metrics
18 new client referrals from partner campaigns in the first 45 days
$176,000 in retained case value directly attributed to non-paid channels
3 active referral partnerships delivering steady monthly leads
58% average email opt-in rate across partner-driven landing pages
Full-funnel attribution—from click to consult to closed revenue
