Untapped
Revenue
Uncovered.
The Problem
A Profitable
Database Ignored
Lotus Lens had a CRM with ~1800 contacts spanning 8 years. Contacts weren't segmented, deal stages stale, zero automation. Premium upsells sold entirely by chance — dependent on whether a rep mentioned them on a call. Highest-margin offerings had no systematic path to market.
CRM at 34% duplicate rate — suppressing deliverability
Premium package attach rate <9% — no systematic upsell path
850 dormant contacts with zero re-engagement logic
Database Segments at Audit
Our Approach
AI-Powered
Reactivation Engine
CRM Rebuild & Data Hygiene
New 11-signal behavioral scoring model. Clay-powered deduplication resolved 34% duplicate rate and appended data to 1800+ contacts.
Private AI Recommendation Model
Fine-tuned on 8 years of booking data to predict premium package likelihood. Powers automated upsell sequences at key milestones.
3-Track Reactivation System
Distinct campaigns for corporate clients, single-event bookers, and cold warm leads — each with custom messaging and offer logic.
Upsell Trigger Architecture
Sequences fire at 21-day, 7-day, and 48-hour pre-event milestones with AI-predicted package recommendations per profile.
14 Weeks, 4 Phases
CRM Audit
Wk 1–2
850 dormant contacts, zero re-engagement logic. 34% duplicate rate suppressing deliverability and score accuracy.
Data Architecture
Wk 3–4
Clay deduplication pass. 11-signal scoring model built. Historical deal data migrated and re-categorized.
AI & Automation
Wk 5–9
AI model fine-tuned on booking history. Three reactivation tracks launched. Upsell triggers at 21-day, 7-day, and 48-hour milestones.
Optimization
Wk 10–14
Weekly campaign reviews. AI model retrained on early closed-won data for improved recommendation accuracy.
Tools & Why
HubSpot CRM
CRMRebuilt with new pipeline stages, lifecycle scoring, and behavioral properties driving AI inputs.
OpenAI API
AIPrivate package recommendation model fine-tuned on 8 years of booking data.
Clay
DataEnrichment and dedup engine. Resolved 34% duplicate rate, appended data to 1800+ contacts.
ActiveCampaign
Email3-track reactivation system with behavioral triggers on HubSpot data.
Retool
AnalyticsInternal dashboard: reactivation performance, AI accuracy, and CRM health in real time.
Segment
TrackingCaptures revisits, gallery downloads, and events to feed the AI scoring model.
Outcomes
What
Changed
$18,500 in upsell revenue within 90 days from AI-powered package recommendation sequences.
CRM data accuracy improved 61% — a reliable revenue asset instead of a liability.
Database reactivation generated 3.8× ROI across all three campaign tracks.
Premium attach rate: 9% → 22% within 60 days of behavior-triggered upsell launch.
44% reactivation rate on cold warm leads — the highest-performing segment.
SmartSequence helped us reconnect with cold leads and turn those conversations into repeat business. They also helped us better understand what our clients wanted, so we could tailor our services in a way that felt more relevant. It’s changed how we look at our pipeline and client relationships.
Studio Director
Lotus Lens Studio · Event Photography