Conduct a deep-dive sales audit and design a unified go-to-market automation architecture, connecting e-commerce (BigCommerce, WooCommerce), event management, and HubSpot/Constant Contact marketing tools. This workflow will map and automate key handoffs between sales, marketing, and event teams, eliminating data silos and manual process gaps.

Deploy a real-time data enrichment and deduplication engine for customer and lead records across HubSpot, Constant Contact, and e-commerce/event platforms. Automatically sync, clean, and augment contact data to ensure a single source of truth, with integrations to your marketing and sales systems.

This system will reduce duplicate and incomplete records by 80%, improving personalized engagement and marketing attribution. Estimated time savings: 6–8 hours/week for operations/marketing; pipeline lift from cleaner handoffs and accurate segmentation.

Automate follow-ups and meeting reschedules for leads acquired via events or marketing, using integrated email (Constant Contact/Outlook), SMS, and CRM workflows. Ensures every qualified lead receives consistent, timely outreach and is properly handed off between event, marketing, and sales teams.

Reduces lost opportunities from event/marketing leads by up to 25% and can recover 2–3% of lost meetings. For a pipeline of 1,000 qualified event leads per quarter, this equates to 20–30 incremental meetings and measurable revenue lift.