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Case Study

How ServiceTitan Optimized Lead Flow and Marketing Efficiency

ServiceTitan, a leading home services software provider, needed a more effective marketing-to-sales handoff and a strategy for persona-driven lead generation. By working with New Breed, they improved their lead qualification process and overall marketing efficiency.

CHALLENGES

Aligning Marketing and Sales for Better Lead Management

ServiceTitan had a powerful product and strong market presence, but their marketing and sales teams were not fully aligned. This led to inefficiencies in how leads were qualified, nurtured, and handed off.

Inefficient Marketing-to-Sales Handoff

Despite strong brand recognition, ServiceTitan struggled with lead handoff inefficiencies that impacted their sales team’s ability to focus on the best opportunities.

Need for Persona-Driven Lead Nurturing

They lacked a structured nurture strategy aligned with each stage of the buyer’s journey, leading to lost opportunities.

HubSpot Products Used

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Marketing Hub
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Content Hub

SOLUTION

Implementing a Cohesive Marketing and Sales Strategy

To address ServiceTitan’s lead management inefficiencies, New Breed introduced automation and persona-driven workflows that improved the marketing-to-sales handoff and enhanced engagement at every stage of the buyer’s journey.

Marketing Automation & CRM Optimization

New Breed helped ServiceTitan implement HubSpot automation to ensure seamless lead qualification and handoff to sales.

Refined Lead Nurture Strategy

By developing persona-driven lead nurturing workflows, ServiceTitan engaged prospects more effectively and increased conversions.

RESULTS

Improved Lead Quality and Sales Efficiency

45% boost in new contacts 

71% increase in organic traffic

35% improvement in open rates 

Better lead prioritization

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