We rebuilt The Conduit’s CRM in HubSpot from the ground up, connecting workflows, pipelines, and third-party tools into one seamless system. We designed a custom check-in and reminder flow for in-club events, mapped attendance to lifecycle stages, and launched automated follow-ups. We segmented key cohorts like lapsed SQLs and dormant members, triggering targeted campaigns and automations. The pipeline was restructured for real-time engagement tracking and better reporting, while a new first-touch attribution model and cross-channel dashboard gave the marketing team clear performance insights. We also integrated HubSpot with Peoplevine to sync membership data and behavioral signals, enabling churn risk alerts and personalized reactivation journeys. A custom event rescheduling tool further streamlined follow-ups and boosted conversions.
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"Working with Canopy has been a pleasure, with so many Channels with varying results in the world of marketing, each with their own strategies, Canopy always had clear strategy and a way of pivoting the plan to get results. Always one of or top performing channels with Canopy being a key ingredient to that."
The Conduit
Private Members Club | DTC
Goals
The Conduit brought in Canopy to transform their CRM from a disconnected set of tools into a unified, intelligent system that could better nurture leads, track performance, and convert prospects into members. The core objectives were to:
- Increase event attendance through better check-in, reminder, and follow-up systems
- Automate lifecycle transitions and sales engagement
- Track and attribute marketing performance more accurately
- Spot churn risks and re-engage lapsed members or leads with timely, personalised outreach
Process
20%
increase in SQLs attributed to CRM
27%
increase in MQLs attributed to CRM