AM LLC is a leading COVID-19 healthcare solutions company that works with school districts, public health departments, and local governments to slow down the spread and transmission of COVID-19 by providing them with comprehensive case management services nationwide.
In early 2021, AM came to ATAK to overcome the following challenges:
AM needed to move forward quickly and ATAK answered the call.
We onboarded AM with strategy day. From there, we developed a list of the obstacles we needed to overcome quickly:
Sales Collateral and Advertisements
In order to push things forward, we ATAK-ed the list. First things first, we set up the HubSpot instances for AM LLC. Based on data fields or data points that the AM team wanted, we created custom properties so that we could create a unique CRM that fit their needs. We also updated all the forms on the site to become HubSpot forms so that we could consolidate all the leads coming in into one CRM platform.
From there, we started to create a process for qualifying leads. We realized that many forms being submitted were of people who wanted jobs or those who were checking on their applications. These form submissions were getting mixed in with the more legitimate leads. To fix this, we created a workflow that separated those who were looking for jobs and those who were actually qualified leads. We also found that some of the people submitting forms did not hit all the requirements that AM needed and as a result, were not qualified. To prevent unqualified leads from booking meetings, we created a workflow using progressive fields and qualifying questions that will send a custom notification to the AM team every time a form is submitted. This has made it easier for the AM team to review and accept leads.
As one of our main goals, we helped AM maximize its HubSpot infrastructure. We optimized their marketing technology stack to create one seamless, consolidated HubSpot ecosystem. We integrated tools, such as Klenty and Leadfeeder, as well as advanced sales enablement and customer intelligence tools. With all these integrations in one centralized platform, AM is able to stay compliant with all email marketing regulations and improve its outreach and email deliverability efforts. We also performed a whole Top-of-the-Funnel campaign for their K-12 services wherein we created a nurture workflow for their K-12 capabilities. For example, when a lead downloads the K-12 eBook, they will be enrolled in a workflow that nurtures them with the resources that they may find useful.
To further solidify AM’s HubSpot infrastructure and support its rapid growth, we decided to train and educate their internal team to better understand how HubSpot works and how to maximize the platform. Not only do we provide them with ongoing education for full adoption, but we also were able to set up their meeting links and conversation inbox so that their team can be more efficient when speaking to leads. We also consistently monitor lead quality by tracking appropriate metrics that are important to AM and by overseeing the amount of quality leads coming in. This allows us to make sure that every campaign is performing the way it needs to.
In addition, we created and developed advertising and marketing assets, such as eBooks, whitepapers, one-pagers, documents, powerpoints, and slide decks. As part of our lead generation efforts, we devised and launched paid advertising campaigns across LinkedIn. We also managed and organized everything related to their ASBO trade show marketing campaigns, from research on trade show vendors to creating booth designs to all trade show collateral.
LinkedIn Job Postings
Vaccine Hesitancy eBook