Dineline's Growth with the Precision Signals Strategy

Using data already in their HubSpot CRM, Dineline was able to leverage the Precision Signals Strategy to grow more than 34% in 6 months. By having data from all their systems inside their CRM, they were able to identify key signals that drove high conversions.

Client

Dineline

Services

Revenue Growth Using HubSpot Data and the Precision Signals Strategy

Project Timeline

6 months

2023

Platforms

HubSpot, Clickup, Make.com, Google Sheets

6 Month MRR Growth (Since Project Start)

34%

Missed HubSpot Opps Found

Project Overview

Background

Dineline, a growing restaurant marketing agency, had plenty of lead flow but knew they weren't taking full advantage of all the leads coming into their HubSpot account. With a variety of platforms, including HubSpot, ClickUp, Facebook Ads, Pandadoc, Stripe, and more in use across the company, their data was all over the place. The Sales and Marketing team were unable to effectively act on the opportunity that was in front of them.

As a result, close rates were lower than they should be and growth wasn't as fast as it should've been. Prospects were getting lost in the CRM, deals were slipping, and ROAS was shrinking.

Challenge

Jace, the COO and co-founder of Dineline, recognized the issue but found himself carrying the burden of trying to resolve this himself. His technical background in Customer Relationship Management (CRM) systems like HubSpot gave him a foundation to start with, but the breadth and depth of the problem demanded a more specialized expertise.

Data from their different systems had to be brought into HubSpot for their team to operate out of each day. They needed a way to make sure deals weren't slipping and buying signals were acted on by their Sales team.

‍

Project Execution

Dineline and MergeYourData worked through unifying Marketing, Sales, Customer Success, and Financial data into HubSpot. Plus, they needed to identify and automate the top signals that a prospect was worth time engaging with. This is where the Precision Signals Strategy came in. As a summary, this is what occurred:

An audit of their systems landscape and HubSpot account helped identify gaps, potential data issues, and roadblocks users had in the systems.
A plan was created together to rank and tackle the highest impact challenges identified in the audit.
Various solutions were diagrammed ranging from process improvement to new systems architecture and automation.
Solutions were developed, tested, and deployed one by one. Starting with the highest impact and working down the list from there.

Along the way, various team members from the different functions were brought in to hear their experience with the changes and to gather additional feedback for other roadblocks. Ultimately team members voiced that the systems were significantly easier to work with and they were able to greatly improve their daily output.

Project results

The impact of the engagement was:

34% MRR Growth in 6 Months

Dineline already had their Marketing and Sales down. But they just weren't capitalizing on all the opportunity flowing into their CRM. Using the Precision Signals Strategy, they were able to unlock this additional growth with data already in their CRM.

Discovery of Other Challenges

By unifying data in their CRM, they were able to recognize other opportunities to grow revenue. These included higher than expected churn rates, excluding poor fitting prospects, and identifying expansion opportunities.

Common Language

The team now had one place to look at data and discuss what's happening. This means common knowledge and definitions to run a business.

Revealed Hidden Insights

‍By providing dashboards and analytics previously unknown, MergeYourData highlighted crucial business aspects that Dineline was previously unaware of, resulting in broader business improvements.