The Company: Introzy

Introzy is referral tracking and partner management software from Sanguine Strategic Advisors in Chicago. It tracks every introduction from first contact through commission payout, and gives partners a portal to follow each referral.

The buyers are small and mid-sized firms that grow through partners: law firms, MSPs and IT providers, agencies, nonprofits, chambers of commerce, and associations. Pricing starts free and partners never pay.

Chelsey Lambert joined as President and COO in January 2026 with nearly 20 years in SaaS and partnerships. The product sat in launch phase. Partner management software lead generation had to start from zero, with a SaaS marketing partner who could build and run at once.

The Challenge: A Growing Sales Team With No System Behind It

Chelsey reached out in March 2026. Her brief: own pipeline from scratch.

Introzy had the pieces of a sales team: a BDR, an account executive, Chelsey herself, and an outsourced appointment-setting group. Apollo ran outbound. HubSpot Enterprise held the CRM. Paid ads ran on Google, Meta, LinkedIn, and Reddit.

The pieces refused to talk to each other.

• Apollo pushed contacts into HubSpot and failed on a company field. Calls and emails vanished, so reps looked idle on paper.
• Introzy and Sanguine records shared one portal. One rep’s 1,272 contacts sat mixed into the Introzy pipeline.
• No lifecycle stages. No UTM properties. No way to tie a demo to the ad that produced it.
• Each ad platform reported its own numbers. Nobody held one view of spend and demos.
• Demo bookings ran through Calendly links with Sanguine branding.

The trigger was speed. Chelsey had a product to launch and leadership that wanted demos booked. Four channels were spending with zero shared attribution. She needed the foundation fixed while the campaigns kept running.

The Solution: Partner Management Software Lead Generation Built on HubSpot and Paid Media

We audited HubSpot, Apollo, the ad accounts, and the website in week one, then worked two lanes: fix the system, and feed it.

Here is what we built:

• Repaired the Apollo to HubSpot integration. Removed the conflicting enrichment app, installed the correct one, and confirmed every call and email landed in HubSpot by day four.
• Rebuilt HubSpot as a sales system through our HubSpot agency. Introzy got its own team and pipeline, separated from Sanguine. We cleaned the pipeline, added a Trial Started stage at 60% probability, and set lead scoring around booked demos and trial starts.
• Created six attribution properties: ICP Segment, UTM Source, UTM Medium, and UTM Campaign on contacts, plus Campaign Source and ICP Segment on deals.
• Built the Sales Activity Overview dashboard: contacts worked, deals created and won, calls, meetings, and email rates by rep.
• Moved the order form and license agreement into HubSpot quotes, with all three plans mapped to products.
• Set up conversion tracking across Google Ads, Meta, LinkedIn, Reddit, and GA4, connected into one 16-page Looker Studio dashboard.
• Ran paid media by buyer intent. Google Search targeted PRM terms like crm prm and prm platform. Meta sent traffic to Chelsey’s demo booking page. LinkedIn ran campaigns for law firms, MSPs, and agencies, plus the webinar.
• Designed and wrote the landing pages and ad creative: the Scaling Partnerships with AI webinar page, the law firm solution page built around Book a Demo, and problem and solution card sets for every channel.

Kickoff was March 12, 2026. Phase one shipped in week one, the dashboard in week two. Every demo booked after that carried its source.

The Results: 165 Google Ads Leads, 15.58% Conversion, 5,831 Paid Social Visits

The Results: 270 Google Ads Leads, 16.17% Conversion, 5,831 Paid Social Visits

One definition runs through every number. Google Ads lead figures cover March 23 to July 6, 2026. Cost, Meta, and GA4 figures cover the dashboard window of February 1 to May 20, 2026. Organic figures come from Search Console.

Google Search carried the leads.

• 27,100 impressions, 1,670 clicks, and a 6.16% click-through rate in 15 weeks.
• 270 lead form submissions, a 16.17% click to lead conversion rate, about 18 leads a week.

• In the dashboard window, 1,059 clicks at $8.72 each produced 165 leads at $55.98 per lead. The keywords crm prm and prm platform produced 107 of those leads at $42.94 and $45.08 each.

Meta filled the booking page. On $10,924.40 in spend, the campaigns reached 82,000 people, drew 4,856 link clicks at a 3.35% click-through rate, and sent 1,495 visitors to the booking page at $7.31 each.

LinkedIn sent 2,200 visitors to the campaign page and 1,138 to the webinar page. Reddit added 998. Paid social delivered 5,831 visits.

Chelsey’s booking page drew 1,227 users, 1,086 from Meta. Organic impressions rose 312.3% to 16,100 and clicks rose 142.1% to 719.

Illustrative demo outcome: at the brief’s 1% to 3% benchmark, 5,831 paid social visits produce 58 to 175 demo requests, on top of the 270 Google Ads submissions. Booked demo counts sit in HubSpot.

Why Partner Management Software Lead Generation Worked for Introzy

The decision that mattered most was keeping the campaigns live while we fixed the CRM. Most agencies ask for a clean slate. We repaired the Apollo sync, rebuilt HubSpot, and wired attribution while four channels kept spending.

The problems will sound familiar to any launch-stage SaaS founder. A fragmented stack. Attribution nobody trusted. Reps who looked idle on paper. Our growth system answered each one: one portal for one team, six properties that tie every demo to its source, one dashboard for spend and outcomes.

That takes an operator who runs sales ops and paid media in the same week, the way we rebuilt RepairDesk’s pipeline system around HubSpot.

“Mohsin Ali and the Enlimited team were wonderful to work with. They came into our startup, organized and set up our growing sales team, and supported us every step of the way. A true partner who can build the plane while flying it. Highly recommend, and we would hire them again.” Chelsey Lambert, President & COO, Introzy

If your CRM, outbound tool, and ad accounts each tell a different story, the leak sits in the plumbing. Get Your Free Marketing Plan and we will find it.