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Case Study
Equity Supply Group

Services

Process Mapping, HubSpot Architecture & Implementation, Sales Coaching

About Equity Supply Group

  • Small SBE-certified commercial construction supply company
  • 12+ years of experience providing just-in-time material services
  • Serves contractors in Wisconsin and neighboring states, with 200+ vendors
Kahri Phelps

Working with The Middle Six is very cohesive and methodical. They strategically attack your pain points and provide solutions.

Kahri Phelps

President
construction supply

Objectives

  • Overwhelming amount of information in the owner’s head, causing inefficiencies.
  • Workflows and lead management were tracked on a whiteboard, spreadsheets, and paper.
  • Needed a more organized, accessible system for capturing and tracking leads and project info.

The Middle Six® Solutions

  • Implemented HubSpot CRM and documented workflows.
  • Trained the team to use sales tools like LinkedIn Sales Navigator and Apollo for lead capture and outreach.
  • Created email sequences for continuous lead follow-up.

Outcomes

list

Leads tracked in HubSpot, reducing paper reliance.

development

Improved follow-up, and eliminated communication lag with automated email sequences.

teamwork (1)

Better transparency, easy access to project info.

Impact

Increased Meetings

Increased meetings from no structured process to booking 2-4x more per month.

Improved Lead Capture

Moved away from spreadsheets to a centralized CRM.

Enhanced Communication

Notes in HubSpot ensure timely and accurate follow-up.

Get Started

414-269-5479

info@themiddlesix.com

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