Upsell: Optimize acquisition to generate qualified leads

Written by Morgane Poulet | Apr 24, 2025 7:44:48 AM

The two objectives were to generate more qualified leads and to be able to identify them in the CRM, by maximizing the automation of this qualification.

To help Upsell achieve these objectives, we undertook an audit of the advertising network and the HubSpot instance. This enabled us to get off to a good start and identify the information needed to qualify leads.

Audit of advertising accounts and restructuring of campaigns (segmentation, keywords, ads and visuals).
Identified new keywords and monitored performance (search terms, conversions...) and tested new channels.
Advice on the structure of LPs and forms to boost conversion rates (Fields / CTAs).
Audit of Hubspot assets and implement assets to facilitate qualification (scoring, workflows).

What we achieved

These actions have boosted the generation of qualified contacts and simplified contact identification in the CRM. In the future, our focus will be on automating these processes and working closely with sales teams to maximize conversions into opportunities.

A word from Upsell

"A professional and competent agency. This is the second time I have worked with the agency, and it is always a pleasure to see their professionalism, the relevance of their advice as well as their investment in bringing projects to life. Many thanks to them !"

- Benoît Lecomte, CMO

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