Case study · Marketing automation

Premiere Canopies.

A growing canopy company with a busy sales team and an ActiveCampaign account that wasn’t earning its keep. Leads were coming in — but getting them to the right salesperson, and actually following up, was hit or miss. We came in to fix the strategy, build the automations, and train the team to run the whole thing.

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ActiveCampaign · Marketing automationlead routing, automation strategy & sales enablement
Sales-team traininglive sessions + custom playbooks

The setup

Premiere Canopies runs a busy sales operation — a steady stream of inquiries landing every day, each one needing the right person to pick it up and run with it.

They already had ActiveCampaign. What they didn’t have was a system around it. Leads weren’t being routed to the right rep, follow-up depended on someone remembering, and most of the team wasn’t confident driving the tool — so a powerful platform was doing a fraction of what it could.

So we came in — not to build them a new website, but to turn ActiveCampaign into something the sales team actually runs, with the strategy, automations, and training to back it up.

The challenge

Turn an underused ActiveCampaign account into a system the sales team actually runs.

  • Route every lead to the right rep. Inquiries should land with the salesperson best positioned to close them — automatically, not by hand.
  • Make follow-up automatic. No more warm leads going cold because the timing slipped or someone got busy.
  • Get the team confident. The best automation in the world is useless if the people using it don’t trust it.
  • Tidy up the plumbing. A little WordPress consulting so forms and lead data flowed cleanly into ActiveCampaign.

The solution

Automation strategy, built in ActiveCampaign — and a team trained to own it.

  • Strategy first. We mapped how leads should actually move — from first touch to the right rep to follow-up — before touching a single automation.
  • Built in ActiveCampaign. Pipelines, tags, and automations wired up to match the way they sell, not a generic template.
  • Smart lead routing. Rules that send each inquiry to the right salesperson, so nothing sits in a shared inbox getting stale.
  • Hands-on team training. Live sessions that got the sales team comfortable running ActiveCampaign day to day — plus custom playbooks and docs they keep, so onboarding the next hire doesn’t start from scratch.
The results

Strategy, automation, and a team that owns it.

Live

every lead lands with the right salesperson, automatically.

Followed up

automations keep prospects warm without anyone having to remember.

Trained

the sales team runs ActiveCampaign with confidence, not guesswork.

Documented

playbooks and materials so the system outlasts any one person.

Leads in the right hands

Every inquiry now gets routed to the salesperson best suited to close it — the moment it comes in. No shared inbox, no guessing whose lead it is, no good prospect slipping through because nobody picked it up.

A tool the team actually owns

Training was the difference between a clever setup and a system that sticks. The team can run ActiveCampaign themselves — and the playbooks we left behind mean the next hire is up to speed in days, not months.

More work

+30% sales
E-commerce · ActiveCampaign

Jacket Society

ActiveCampaign automations wired into an online store.

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+70% sales
Marketing automation

FairPlay AI

Marketing automation and systems for a fast-moving team.

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Your turn

Sitting on an ActiveCampaign account you barely use?

Most teams have a powerful automation platform and use a sliver of it. We’ll build the strategy, wire up the automations, and train your team to actually run it — so leads reach the right person and nothing slips through.

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