How a Shark Tank Company Increased Transactions by 153% with HubSpot Optimizations

Case Study

The Situation

Prep Expert is a leading provider of virtual SAT & ACT preparation courses — contributing to $100MM+ in academic scholarships for more than 50,000 participating students.

Founded in 2008 by Dr. Shaan Patel, Prep Expert secured a major investment deal with Shark Tank’s Mark Cuban and is currently one of the fastest growing companies in the edtech space.

Prep Expert’s growth was hampered by an inefficient technology stack and sales workflow architecture. Additionally, sales and marketing performance was difficult to measure due to a lack of effective reporting governance.

Our team was brought on to rightsize Prep Expert’s MarTech stack and to drive transparency and performance across the organization.

About Prep Expert

Prep Expert is one of the world’s fastest-growing edtech companies, specializing in online SAT & ACT preparation.

The Solution

Our team worked with Prep Expert to define their goals and map their existing workflows to establish a strong baseline for future success. Armed with newfound clarity around the business’ operational practices, we implemented a new instance of HubSpot to create centralized controls and bring tightly integrated processes to Prep Expert’s sales and marketing program.

We implemented workflows and tasks to assign lead owners, schedule sales actions, and help communicate/share lead information between reps. We set up tools to track and measure lead status and lead scoring, allowing the sales team to quickly prioritize leads, assisting their team in particularly busy sales seasons. Through weekly training sessions with our team, Prep Expert was able to fully onboard to the new platform and associated procedures within three months.

  • Created a new streamlined sales process within a CRM/ automation platform
  • Optimized the internal lead management and follow-up process
  • Identified, set up and on- board the team to an easy-to- use CRM/automation platform
  • Deployed new marketing automation campaigns to more effectively engage leads and engage customers

TribalVision has helped us improve our CRM integration, email marketing, paid advertising, and marketing promotions. I have enjoyed working with TribalVision because not only is the quality of their work high, but they are also utmost professionals at what they do.

- Dr. Shaan Patel, CEO & Founder
Prep Expert, Darien, CT

The Results

Through the implementation of these new systems, practices, and protocols, our team led Prep Expert to achieve its strongest annual sales performance on record, in spite of the challenges and variables presented by the COVID-19 pandemic.

  • 3,781 Calls Logged
  • 8,499 Emails Sent
  • $1.7MM+ attributed to deals within HubSpot
  • 153% increase in total transactions
  • 118%+ increase in revenue
from deals in HubSpot
increase in revenue

TribalVision is a New England Digital Marketing Agency
serving MA, RI, CT, NH and businesses across the USA

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