1,500

policies a month today

200 → 700

policies a month in the first 3 months

2,400

leads a month

500

B2B SQLs a month

The challenge

  • No digital foundation: no CRM, no website, no acquisition or sales processes.
  • No online operations: there was no system to issue policies in real time.
  • Many teams involved: marketing, sales, tech, operations and product, each with its own timelines.
  • The whole funnel to own: infrastructure and growth, at the same time.

How we did it

1. Infrastructure first

Instead of treating it as a campaign, we started with the system that would carry the sales:

  • Full HubSpot implementation: a pipeline aligned with sales, lead scoring and nurturing and conversion automations.
  • GoContact (CTI) integrated with the CRM, so agents had full context before every call.
  • ERP connection to issue policies online in real time.
  • Training the sales team to work inside the CRM.

2. Go-to-market in three layers

  • Awareness: local radio, insurance trade press, Netflix pause ads, DV360 for display and native, and connected TV.
  • Performance: Google Ads and Meta Ads for lead generation.
  • Inbound: organic social, content and a long-term link-building programme for SEO.

3. Outbound and sales activation

  • Prospecting garages and resellers within the existing partner network.
  • Outbound and follow-up flows inside the CRM.
  • Managing the sales team with full visibility of activity, pipeline and conversion.

That turned existing relationships into a scalable acquisition channel, aligned with inbound and paid.

4. Coordinating five teams

Marketing, sales, tech, operations and product had different priorities, and success depended on all of them. I led the coordination between them and owned the business outcome.

The key was one clear principle from day one: infrastructure first, marketing second.

Muévete por Días

See the product: muevetepordias.com

Launched something similar?

I’d love to compare notes on how you set up the infrastructure and the channel mix.