CRM & Marketing Automation
Ace Preferred, a veteran-owned business serving Lowcountry homeowners since 1997, has established a trusted reputation for exceptional home inspection services and client education. In 2021, they partnered with Wolfpack Advising to modernize their marketing efforts through advanced automation tools. This collaboration transformed their operations by streamlining client communication, enhancing event promotion, and providing real-time insights into campaign performance, allowing Ace Preferred to focus on delivering unparalleled service.
Jeffrey Donaldson of Ace Preferred praised Wolfpack Advising for their exceptional service, highlighting the team’s prompt and effective solutions for automation, web forms, and other needs. He emphasized the robust support system and actionable guidance that have helped Ace Preferred achieve measurable success.
Scope
- CRM Buildout
- Email Marketing
- SMS Marketing
- Marketing Automation
- Content Writing
- Custom API Integration
Business Location
- South Carolina
”Ron is always prompt and spot on with solutions and suggestions for my Active Campaign automations, web forms, and everything else. He is a great addition to the robust support system Wolfpack has built. Many thanks to you and the rest of the team!
Jeffrey DonaldsonCustomer
Results
Before partnering with Wolfpack Advising, Ace Preferred faced time-intensive manual follow-ups, inconsistent branding, and a lack of consolidated performance data. Wolfpack’s Automation Performance Dashboard transformed its operations, providing real-time insights into campaign effectiveness. Notable successes include the “Agent Review Request” with an 81.82% open rate and 36.36% click rate, and the “ACE Prospecting” campaign, which reached 7,827 contacts with a 48.50% open rate. While engagement is strong, refinements are underway to address higher unsubscribe rates and improve click rates in specific campaigns, ensuring even greater success moving forward.
Wolfpack implemented a comprehensive system tailored to Ace Preferred’s needs. This included a CRM buildout, automated email and SMS workflows, and custom-branded email templates. These tools have enabled Ace Preferred to automate prospecting, follow-ups, and event promotions while maintaining a polished and professional tone. With the help of the Sales Performance Report, the team gained valuable insights into their business growth. Over the past 30 days, the “Inactive Agents” pipeline alone closed 25 deals, generating $16,320 in revenue with an average deal value of $653. Notable contributors, such as Agent A and Agent B, accounted for significant revenue, emphasizing the importance of focusing on high-value opportunities.
Through integrations with tools like Home Binder, Ace Preferred has streamlined its inspection management process, creating a seamless experience for its clients. The Campaign Reports have also played a crucial role, offering a clear picture of email performance with an overall open rate of 73.22%, a click rate of 8.63%, and a minimal unsubscribe rate of 0.84%. Detailed activity logs and visual engagement breakdowns allow the team to identify trends and fine-tune campaigns for maximum effectiveness.
Frequently Asked Questions
Who Do We Help?
We help small to medium-sized businesses in the home services industry. We help many types of businesses from home inspectors, real estate agents, plumbers, electricians, contractors, HVAC, and pest control companies!
What is the Cost?
Costs vary depending on the plan you choose and the total number of unique contacts subscribed to an email list within the software. On average, companies spend about $359/month.
What Software Does This Replace?
With WolfPack’s CRM, you can replace review request software like Blipp Reviews or Podium. Moreover, you can also replace mass email systems like MailChimp or Constant Contact. Lastly, you can replace your current CRM with this all-in-one solution.
How Can I Track My Return?
In WolfPack, you can use one of our base automations or build your own. Within each automation, our system knows when someone enters the automation/sequence and through integrations can track once a contact actually becomes a customer. Return on investment reports can then be pulled for different dates by automation or sales funnel.
