Client Overview
- Company: Maverick Protocol
- Industry: Blockchain & Crypto Marketing
- Year: 2024 - Current
- CRM & Tools Used: HubSpot, Email Automations, Social Media Integration
Solution
A sales pipeline automation was developed for SDRs (Sales Development Representatives) to optimize lead management and accelerate co-marketing deals with crypto token projects:

1. SDR Pipeline Workflow (HubSpot CRM Automations)
Hubspot Optimization
- Automated deal creation for new token opportunities.
- SDRs automatically assigned to new deals based on token category.
- Reminders and notifications for SDRs when deals stall beyond 5 days.
Lead Engagement & Follow-Ups
- Automated follow-ups for prospects who haven’t responded within 3 days.
- Multi-channel approach – email, LinkedIn, and crypto communities outreach.
- Social media coordination – Automating marketing campaign scheduling once deals close.