Case Study: Phase 3 Marketing & Communications

know more

Case Studies >
Phase 3 Marketing & Communications

How Strategic HubSpot Implementation & Integrated Marketing Drove $2.7M+ in Revenue

About Phase 3

Phase 3 is an integrated marketing services firm offering creative, digital, print, and marketing execution solutions to enterprise-level brands across the United States. With multiple offices, a diverse client base, and a high-performing sales organization, the company needed a scalable, data-driven marketing engine to support growth and solidify its position as an industry leader.

The Challenge

Phase 3 was producing strong work for clients, but internally lacked the strategic infrastructure needed to:

Grow a consistent pipeline
Improve email engagement and lead nurturing
Fully leverage HubSpot as a sales and marketing engine
Create authority-driving content at scale
Align reporting across leadership, marketing, and sales
Support the sales team with operational, technical, and sequence-building support

When the company's internal HubSpot administrator left, there was an opportunity to rebuild systems in a more strategic, revenue-focused way.

The Solution: A Fully Integrated Partnership

What began as a blog writing engagement quickly evolved into a comprehensive marketing and sales partnership. Jasz became Phase 3's embedded HubSpot administrator and strategic partner.

HubSpot Administration & Sales Enablement

Complete platform ownership and ongoing optimization
Built automated sales sequences that align with buyer journey stages
Implemented lead scoring and account tiering systems to help sales prioritize high-value opportunities
Created custom reporting dashboards for sales, marketing, leadership, individual reps, and target accounts
Provided ongoing support to sales team members for sequence setup, troubleshooting, and strategic guidance

Email Marketing Transformation

Redesigned email strategy with audience segmentation and personalization
Optimized send timing, subject lines, and content for engagement
Implemented automated nurture campaigns using HubSpot sequences

Content Marketing & SEO

Produced 4 strategic blog posts per month aligned with buyer intent and SEO strategy
Built a comprehensive SEO foundation targeting high-value industry keywords
Positioned Phase 3 as subject matter experts through thought leadership content
Optimized for emerging AI search and Google Enhanced Optimization (GEO) initiatives

The Results: Measurable Impact Across Every Metric

Email Marketing Performance

Metric	2024	2025	Improvement
Open Rate	14.27%	29.32%	+105% increase
Click Rate	0.99%	1.81%	+83% increase
Reply Rate	0.03%	0.3%	+900% increase

Revenue Impact from HubSpot Sequences

2024: $2,000,000 in closed-won deals influenced by automated sequences
2025 (through November): $720,000 in closed-won deals, with additional opportunities expected to close before year-end
Total attributed revenue impact: $2.7M+

Content & SEO Performance (2025 Year-to-Date)

Organic Search Traffic: 40.1% of all new visitors come from organic search
Blog Performance: 50.46% increase in views year-over-year
Search Visibility: Page 1 rankings for numerous high-value industry keywords, establishing Phase 3 as a go-to resource in their space
AI Search Foundation: Strategic SEO groundwork positioned Phase 3 for early wins in AI-powered search and GEO initiatives

Sales Enablement & Operations

Sales team equipped with on-demand HubSpot support and strategic guidance
Lead scoring and tiering system enables intelligent account prioritization
Custom dashboards provide real-time visibility into pipeline, performance, and target account engagement
Automated sequences reduce manual outreach while maintaining personalization

What Makes This Partnership Different

Unlike traditional agency relationships, Jasz functions as an integrated member of the Phase 3 team. She owns critical systems, understands the business deeply, and ensures all marketing and sales initiatives work together cohesively, from HubSpot automation to content strategy to email campaigns.

This integrated approach means:

No silos: Email, content, SEO, and HubSpot strategy inform and strengthen each other
Faster execution: Direct sales team access eliminates bottlenecks
Strategic alignment: All initiatives ladder up to revenue and pipeline goals
Continuous optimization: Ongoing ownership means constant refinement and improvement

"Jasz stepped in at a critical time for Phase 3 and quickly became an indispensable part of our marketing and sales ecosystem. She took full ownership of overhauling and optimizing our HubSpot platform—eliminating the need to replace a full-time team member—and immediately brought clarity, strategy, and structure to our operations. She understands our business, our clients, and our revenue objectives, and she builds integrated strategies that deliver measurable impact. Because she manages HubSpot, content, reporting, and email holistically, all of our efforts now work seamlessly together. Our open rates have doubled, our content is driving meaningful traffic, and our automated sequences have influenced millions in revenue. We simply couldn’t operate at this level without her."

Susan Frost, Executive Vice President, Phase 3 Marketing & Communications

Key Takeaways

✓ Integrated ownership drives results: When one strategic partner owns multiple interconnected systems, everything works better together

✓ HubSpot automation + great content = revenue impact: The combination of smart sequences and thought leadership content creates a powerful engine for pipeline growth

✓ Sales enablement matters: Giving sales teams the tools, data, and support they need multiplies marketing effectiveness

✓ Long-term partnerships compound results: Three years of continuous optimization and strategic evolution delivered exponentially better results than any one-off project could achieve