Case Study - Close Deals

Dan Henry: Close Deals

Centralizing Marketing & Sales Data: Customized BI Solution for Dan Henry

Project

Custom BI Dashboard

Technology type

Marketing Automation, Business Intelligence, Reverse ETL

TECH STACK

Hevo Data

Google Big Query

Make.com

Looker Studio

Hubspot

Clickfunnels

Meta Ads

Stripe

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Client Testimonial The Project The Problem Solution Implementation Process

The Project

Dan Henry, a prominent figure in the digital marketing world, approached us with a challenge. He was launching Close Deals, a new brand focused on high-ticket sales training. Dan needed a way to keep his finger on the pulse of his business across all the different channels.

The Problem

Dan's data was scattered across multiple platforms:

PayKickStart and Stripe for payments
Clickfunnels for lead generation
Hubspot for CRM
ManyChat for chatbot interactions
Facebook and Instagram for ads

And as a result of that him and his team were not able to keep track of the necessary KPI's to determine how they were performing as a whole.

Proposed Solution

We proposed a custom dashboard that would pull all this data together, and would do on a automated basis going forward. The goal was to give Dan a clear picture of his business at a glance, with the ability to dive deeper when needed.

Implementation Process

Building Data Pipelines: We used Hevo Data to create pipelines from each data source. Some platforms, like ManyChat and ClickFunnels, didn't have existing connectors. So we rolled up our sleeves and built custom ones. It was tricky, but it meant we could pull in every bit of data Dan needed.

Setting Up The Data Warehouse We needed a central place to store all this data. We set up a robust data warehouse, carefully structuring it so we could query it quickly and efficiently.

Data Modeling: This is where things got interesting. We had to figure out how to connect data from different sources in a way that made sense for Dan's business. We spent time understanding his sales process, his marketing funnel, and his team's workflow to create models that reflected the real world.

Building the Dashboard: With the data in place, we created visualizations that brought it to life. We focused on key metrics like MRR, ad spend, conversion rates, and team performance. We made sure Dan could filter by date ranges and drill down into specific campaigns or products.

Streamlining Hubspot: We realized that some of the data inconsistencies were coming from Hubspot. So we worked with Dan's team to optimize their CRM processes, ensuring clean, accurate data was flowing into our system.

The End Result

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