Sales & Growth: 20% Lift in Conversions in 30 Days

Intro

A SaaS company with a strong product and a hardworking team wasn’t seeing the growth they expected.
Sales activity was high, but conversion rates were slipping — and no one could fully explain why.

This was a structure problem, not a sales problem.

The Problem

Lead data was scattered across spreadsheets.
Reps spent more time updating CRM fields than engaging customers.
Pipeline visibility lagged by weeks.

Effort was everywhere. Results were not.

The Gap

The company had HubSpot in place — but no automation discipline.
Follow-ups fell through the cracks, handoffs were inconsistent, and leadership lacked clarity.

Tools weren’t the issue. The workflow was.

The Approach

8Day mapped the entire sales workflow and removed friction step by step.

We implemented:

• Standardized deal stages and properties in HubSpot

• AI-generated call summaries pushed directly into the CRM

• Automated follow-up reminders tied to deal stages

• Task sync into Google Calendar for better execution rhythm

Small structural changes. Big impact.

Tools Used

HubSpot
CRM automation, standardized stages, follow-up workflows

OpenAI
Call summarization, structured notes

Zapier
Meeting note → CRM integration

Google Workspace
Calendar sync and task accountability

The Result

• 20% increase in conversions in 30 days

• Zero new reps hired

• Reps gained ~3 hours per week

• Pipeline accuracy dramatically improved

Structure restored momentum.

The Lesson

Growth doesn’t come from more activity — it comes from cleaner execution and better visibility.

Ready to tighten your sales workflow?