Industry
Industry
SaaS
SaaS
Headquarters
Headquarters
Chicago, IL
Founded
Founded
2016
Company size
Company size
11-50
Challenge
Coreview Labs had a growing database of inactive users and cold leads, some over 18 months old, sitting idle in their CRM. Their sales team didn’t have the bandwidth to follow up manually, and marketing efforts were focused only on new acquisitions. Revenue from older accounts had flatlined.
Results
We designed a full-funnel reactivation strategy, including automated email sequences, behavioral triggers, and lead scoring logic. By combining intent signals with personalized offers, we re-engaged dormant leads and drove $78K+ in recovered revenue, all without needing new traffic or ad spend.
$78K+
Revenue Generated from Winbacks
Revenue Generated from Winbacks
6,200+
Inactive Leads Re-engaged
Inactive Leads Re-engaged
3X
ROI from Reactivation Flow
ROI from Reactivation Flow
Trusted by Professionals
Trusted by Professionals
While most of my client reviews are NDA-protected (because, you know, top-secret agency white label stuff), I managed to sneak in a few favorites from my previous partners.
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ
We launched a new product fast, without hiring. Joe’s team built workflows for proposals, forms, and internal handoffs that let us scale without burnout. Our ops are smooth, and we’ve saved thousands.
Kamau Njeri
Founder, Loopful Agency
The onboarding sequence they built converted better than any campaign we’ve ever run. It reduced friction, personalized the journey, and doubled our demo rate. Game changer.
Morgan Dimitrov
Sales Director, Ember Studios
I was spending 10 hours a week manually tagging leads and syncing data. AutomationROI streamlined it all, leads now flow in, get labeled, and trigger emails automatically. It saved me hours and boosted our conversions by 15%.
Joakim Korsgaard
CMO, CleaverHuman
Client onboarding used to be slow and manual. Now, contracts trigger workflows automatically. Setup is faster, less stressful, and way better for our clients. We onboard twice as fast now.
Brianne Koenig
Onboarding Director, Pineform
Joe’s team completely changed how we operate. We used to juggle tasks across Slack, Sheets, and ClickUp, things constantly slipped through. Now it’s one clean system, and we’ve reassigned two people to higher-value work. We’re finally running smooth.
Karina Andreyeva
VP of Marketing, VistaCo
Our CRM was a mess, duplicate contacts and dead leads everywhere. AutomationROI cleaned it up, automated follow-ups, and rebuilt our pipeline. Our team finally trusts the data again.
Leah Friedmann
Rev. Ops Lead, IndexIQ