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Case study · Fertifa

From report download to booked intro call, fully automated.

Employee healthcareNurtureLead routingReporting
Fertifa HubSpot website built by GEM Digital
The project
Client
Fertifa
Scope
Employee healthcare, Nurture, Lead routing, Reporting
Delivered via
TJM Digital

The challenge

Fertifa needed to move cold HR leaders from a report download to a booked intro call, and route them to the right rep.

What we built

  • A four-part nurture sequence from a Women's Health report download to a booked 15-minute intro call.
  • Before building, validated the data: company industry and geography fields were 89–98% complete; contact-level geography was too weak to use, so the ICP logic runs at company level.
  • Dynamic sector content blocks (Legal, Tech, Financial Services, Default) inside a behaviour-first nurture with time-based fallbacks.
  • Funnel conversion and time-in-stage dashboards, plus marketing attribution reporting tying won deals back to source.
  • Round-robin lead routing, and a reusable workflow that clears contacts stuck in departed employees' sequences.

The result

From report download to booked intro call, fully automated.

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