From manual processes to automated pipelines. Free trial sign-ups multiplied by ten in six weeks.
The Problem
Primary PE Planning had built something exceptional. Over 1,000 lesson plans and instructional videos covering the full national curriculum, approved by the Association for Physical Education and trusted by more than 12,000 PE teachers across the UK every single day. The product was not the problem. Scaling it was.
The backend could not keep pace with the ambition. Lead data was scattered. Revenue triggers were being missed. Marketing across multiple channels was inconsistent and time-consuming. Growing nationally required a system that could do the heavy lifting without the team being pulled in every direction.
The System We Built
We started with a full customer data audit to understand exactly who their best customers were, where revenue was being generated and where opportunities were leaking. From there we built out their full CRM with pipeline and opportunity dashboards giving the team complete visibility for the first time. Email newsletters were designed, segmented and automated. Workflows were built around revenue triggers. Campaigns went live with full tracking within weeks of starting.
The Results
- ✓ Free trial sign-ups increased ten times within six weeks of the system going live
- ✓ Full CRM pipeline live with segmented contact database and opportunity tracking
- ✓ Email marketing workflows running automatically across key revenue triggers
- ✓ Trackable campaign results from week one
- ✓ Revenue conversion from trials ongoing as the 30-day trial cycle completes
"I have always been so focused on creating the highest quality lessons, responding to curriculum changes and achieving professional credentials. Marketing often became impulsive, sporadic and incredibly time-consuming. The team at On-Pulse has completely changed that. They have given us clarity, structure and, most importantly, a clear strategy to grow our business. Their skills, knowledge and creativity have helped bring our brand to life, while always taking the time to understand our passion and vision. They are flexible, supportive and genuinely care about getting it right for you brand. Their commitment, expertise and dedication to achieve the very best results have made a real difference to our business. I couldn't recommend the On-Pulse team highly enough."
— Elizabeth Pattison, Director QTS, Primary PE Planning