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Growth marketing agencySourced

Case Study: Moonstone Marketing secures $90K in pipeline clarity with Copper

Moonstone Marketing Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Moonstone Marketing
Industry
Growth marketing agency
Challenge
No clear view of the sales pipeline
Headline result
$90K in pipeline secured in four weeks

Key results

$90,000
Pipeline secured
In four weeks
$20,000
New & expanded business closed
In four weeks

The challenge

Moonstone Marketing, a boutique growth marketing agency serving membership and subscription brands, lacked clear visibility into its sales pipeline. Founder Dana Farber wanted a daily read on the health of the business.

The solution

Moonstone adopted Copper CRM alongside Flodesk, automating email and workflow processes and centralizing pipeline tracking in one view.

“The biggest benefit is knowing the health of my business at a glance, every single day.”

DF
Dana Farber
Founder, Moonstone Marketing

The results, in context

Within four weeks, Moonstone Marketing secured $90,000 in pipeline and closed $20,000 in new and expanded business. Farber cited newfound confidence from being able to see the pipeline clearly.

Products used

Copper Copper CRMCopper Flodesk