Zenith Risk Strategies, CRM and Outreach

Zenith had contact data and no system behind it. No segmentation, no outreach structure, no sequence logic, and no pipeline connecting marketing activity to sales conversations. Every outreach effort started from scratch.

Built the CRM from zero in Apollo.io and HubSpot. Designed how contacts are organized, how they move through the pipeline, and how outreach is timed to where a contact is in their decision. Contacts were split into four segments, quoted, active quoting, customer and new, with sequences written for each stage.

200 to 400+ contacts structured and segmented, with outreach sequences live. Open rates tracked at 35 to 45 percent and reply rates at 8 to 15 percent across active sequences, and each cycle tightened the segmentation, timing and messaging.

1. 01

   Collect

   Every contact in one Apollo.io database, cleaned and deduplicated.

2. 02

   Segment

   Four buckets by buying stage: quoted, active quoting, customer, new.

3. 03

   Sequence

   Separate outreach for prospects, registered attendees and follow up.

4. 04

   Track

   Opens and replies read per sequence, deals tracked in HubSpot.

5. 05

   Refine

   Segments, timing and copy adjusted every cycle from real results.

• Apollo.io contact database, segmented by status
• Outreach sequences for prospect, registered and follow up stages
• HubSpot deal stages and pipeline structure
• Every sequence written in house