Marketing Automation Case Study: 236% Revenue Growth In Eight Months

How Automated Emails And Texts Turned One Slow Season Into A Sales Surge

5 Key Takeaways: Marketing Automation Case Study

• Marketing automation (MA) case study shows a contractor lifting monthly revenue 10–20 % in under a year.
• Cross-selling emails and texts generated the biggest jump in average ticket size.
• Pre-scheduled messages amplified an on-site promotion without extra staff time.
• “Attributed revenue” is the metric that links dollars directly to each workflow.
• Feeding paid-ad click data into automation is the next step for even tighter targeting.

8 Months Of Upside For Your Business

It’s easy to list the benefits of a marketing automation (MA) program from LeadsNearby. In short:

☑ Marketing automation delivers messages along a preset timeline.
☑ MA is tailored to specific customer segmentation.
☑ Once you set up your marketing automation, it works forever.

Heck, you might even be able to recite them yourself if you’re reading our collection of articles on marketing automation.

But, how do all of these pieces come together to create success?

Here is a case study to explore how one LeadsNearby client grew their revenue by 236% over 8 months.

How Does Marketing Automation Turn Leads Into Revenue?

Automation delivers timely, personalized messages that guide prospects from “maybe” to “booked” while you focus on core work.

Our client switched on six email and SMS workflows—welcome, estimate follow-up, lapsed-customer win-back, product education, cross-sell, and review requests—and booked jobs climbed steadily as a result. Companies that work on lead nurturing generate 50 % more sales-ready leads at 33 % lower cost.

Cross-Sell Tactics To Deliver The Fastest Wins

“We began working with our client in June 2022, and it was a great fit right away,” recalls Mark Sherwin, President & Co-Founder of LeadsNearby. “They are active and engaged, but they recognize that marketing automation helps keep them top of mind.”

Our team set up a few marketing automation campaigns for our client. Some dealt with products like water purification systems and their scheduled maintenance program. We also built automation campaigns for scenarios like abandoned estimates and legacy customers who hadn’t had service recently.

The real trick, though, was that we set up a campaign to strategically cross-promote services to existing customers.

“Sending a water purification solicitation to a scheduled-service customer is a perfect example,” Mark says. “Generally speaking, when a plumbing customer cares enough to book regular service, they’re a great candidate for system improvements. Marketing automation ensures this information reaches the right customers at the right time.”

• PRO TIP: Write the offer only after you map the segment and trigger.

Can Email Marketing Boost An In-Person Promotion?

Our most successful clients understand the importance of standing out. Marketing automation lets them get the most out of a given promotion!

“Let’s say you have a promotion where you are sending an employee around town in a costume; it’s big and bold, but now you’re down a set of hands,” says Billie Selichnow, Senior Marketing Automation Specialist at LeadsNearby. “If you do it and no one sees it, then why do it?”

Marketing automation is a great fit in this situation because you can get all of your assets assembled ahead of time. Then, your messages are scheduled to go out at times that coincide with the appearances. Now, people are being made aware of the campaign when you need them to be, but you’re not losing any more employees to make that happen.

“Marketing automation lets people know what you’re doing without having to stop doing it,” offers our Senior Marketing Automation Specialist.

How Can I Prove Automation Return On Investment (ROI)?

Focus on attributed revenue, open rate, and conversion rate; together they show dollars earned, not just clicks.

“The numbers in this marketing automation case study speak for themselves,” notes Katy Kohut, Marketing Automation Specialist at LeadsNearby. “Attributed Revenue is revenue we can specifically allocate to the marketing automation campaigns.”

Our client reports, “We’ve seen growth of 10–20% each month this year, and marketing automation is a big part of that.”

“We’re seeing great results with our marketing automation program at LeadsNearby. From organic and paid social media to automated emails and beyond, the collaborative effort is producing great results we can see in our bottom line.”
– Client Testimonial

Market Saturation

As exciting as this technology is, our team is even more excited about what the future holds for marketing automation.

“Adding data from paid ads to our MA programs will give us an even greater ability to target customers who are on the verge of converting,” notes Mark.

Billie elaborates, “We’ll be able to gather customer information, let’s say a list of people who engage with your ad but don’t purchase anything yet. Then, you can retarget them with an email to help address their needs even more specifically. In the end, you can help them feel more comfortable making that purchase with marketing automation.”

You can learn more about where this technology is headed or get more information about this marketing automation case study today. You can even sign up for a program of your own with LeadsNearby! Call 919-758-8420 right now.

Let’s talk about what’s working and where MA can fit into your strategy.

Frequently Asked Questions: Marketing Automation Case Study

Last updated: July 2025