Turning a referral-only firm into a lead generation machine.
Crestline relied entirely on word-of-mouth. Their pipeline was unpredictable — feast or famine. They needed a digital presence that positioned them as premium while generating qualified leads consistently, plus a client app that made engagement seamless.
Built a positioning strategy that differentiated them from generic consultancies in their market
Designed and developed a mobile-first client portal with project tracking, deliverables, and async messaging
Created an AI-powered lead scoring system that qualified inbound inquiries automatically
Implemented automated follow-up sequences triggered by prospect behavior
“We went from hoping the phone would ring to having a waitlist. The client portal alone changed how our clients perceive our value.”
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