Kolmeo
From Marketing Noise to Data-Driven Precision: Automating High-Value Growth
The Background
Kolmeo is a high-end property management SAS provider serving clients with 300 or more properties.
Kolmeo’s external brand image and internal systems didn't align with its ambitions. Trapped by expensive third-party agencies and limited visibility into ROI, they struggled to attract the right "big fish" clients.
They sought to streamline their sales and marketing efforts, with a particular focus on lead generation and nurturing. They selected HubSpot to align their sales, marketing and content strategies.
By implementing HubSpot Content, Marketing, and Sales Hubs, they brought control in-house, automated lead qualification, and turned their marketing into a measurable revenue engine.
The Challenge: High Costs, Low Visibility
Kolmeo knew who they wanted - agencies managing 300+ properties - but their systems were casting a net that caught everything except what they needed.
- Lead Management Issues: Kolmeo struggled to manage incoming inquiries, particularly in distinguishing high-value leads from smaller, less relevant agencies. They lacked a system to track lead origin and had no filtering process to exclude lower-value prospects.
- The "Agency Hostage" Situation: Kolmeo was reliant on an expensive third-party agency for content. The process was slow and cumbersome, resulting in off-target messaging that failed to resonate with premium buyers.
- Event ROI Issues: Kolmeo spent significantly on industry events, but without a capture system, leads were lost in a pile of business cards. There was no way to track ROI, and salespeople often called the same prospects twice.
- Brand Disconnect: Their website and branding felt outdated. It didn't project the "premium authority" required to sign large enterprise clients.
The Strategy: Quality Over Quantity
Kolmeo moved away from the "outsourced" model and brought the entire engine in-house. The strategy focused on Positioning and Precision:
- Rebuild the Brand: Use HubSpot Content Hub to build a website that screams "Market Leader."
- Filter the Noise: Implement strict data gates to block unqualified leads (<300 properties) from reaching the sales team.
- Track Every Dollar: Connect ads, events, and organic traffic to a single source of truth to prove ROI.
The Guide: Enter iBusinessFormula
To address these challenges, Kolmeo turned to iBusinessFormula, a HubSpot Platinum partner and expert in sales and marketing automation, to implement HubSpot’s Sales and Marketing Hub.
iBusinessFormula understood Kolmeo’s unique challenges, particularly its focus on high-value property agencies.
iBusinessFormula worked closely with Kolmeo to design a solution tailored to their needs. The iBusinessFormula team guided Kolmeo through the HubSpot implementation process, ensuring everything from lead-nurturing workflows to content creation was optimised for their target audience.
The Solution: Building the Ecosystem
iBusinessFormula implemented a streamlined HubSpot stack (Content, Marketing, and Sales Hub) to create a premium, self-managing ecosystem.
Phase 1: The Brand Overhaul (Content Hub)
iBusinessFormula completely rebuilt the Kolmeo website on HubSpot Content Hub.
- In-House Agility: Kolmeo fired the slow third-party agency. Kolmeo’s internal team now creates and publishes blogs, landing pages, and social content instantly using HubSpot’s calendar view.
- Premium Positioning: The new site is visually aligned with a high-end SaaS product, effectively distancing Kolmeo from small-time competitors.
Phase 2: The "300+ Property" Filter (Sales Hub)
The team stopped the sales team from chasing bad leads.
- Smart Forms: iBusinessFormula introduced custom properties in forms that ask the right questions upfront.
- Automated Disqualification: If a lead manages fewer than 300 properties, they are routed to a nurture track. If they manage 300+ accounts, they are automatically assigned to the correct salesperson based on location.
- Zero Confusion: The "round-robin" assignment ensures no two salespeople ever call the same lead.
Phase 3: The Event ROI Engine (Marketing Hub)
Events are no longer a guessing game.
- QR Code Capture: iBusinessFormula implemented QR code-based tracking. Specific QR codes have been used on event magazines and sponsorship booths. When scanned, leads enter a specific "Event Pipeline."
- Tailored Nurture Tracks: Depending on the lead source (Event, Paid Ad, or Organic), leads receive a highly relevant email sequence with case studies, pricing, and FAQs tailored to their stage of the journey.
The Results: Clarity and Control
The transformation has turned Kolmeo’s marketing into a precise, data-backed operation.
- Total ROI Visibility: For the first time, Kolmeo can see precisely how much revenue is generated from paid ads (LinkedIn/Meta) and events. The guesswork is gone.
- Sales Efficiency: The sales team no longer sifts through "junk leads." They focus 100% of their energy on high-value agencies with 300+ properties.
- Content Velocity: The marketing team is no longer bottlenecked by external agencies. They produce consistent, high-quality social posts and emails that automatically nurture leads.
- A Unified View:
- Sales Dashboard: Shows rep performance and high-value pipeline.
- Marketing Dashboard: Shows campaign performance, lead sources, and conversion rates in real-time.
Client Spotlight
The Connected Ecosystem
| Disconnected & Manual | After: Integrated & Automated |
|---|---|
| Outsourced Content: Slow, expensive, and off-brand. | In-House Content Hub: Agile, consistent, and premium. |
| The "Black Hole": Event leads lost or untracked. | QR Code Tracking: 100% visibility on Event ROI. |
| Sales Waste: Reps chasing small (<300 prop) leads. | Smart Filtering Only qualified leads reach Sales. |
| Blind Advertising No idea if paid ads were working. | Closed-Loop Reporting: Clear ad spend-to-revenue tracking. |
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