A steel brokerage generating consistent inbound interest was losing revenue before it ever reached a sale. The demand was there. The process wasn't. Here's how we fixed it.
This steel brokerage was generating consistent inbound interest from builders and contractors — the pipeline wasn't the issue. But their lead process was breaking down before it ever reached a sale.
Leads came in through multiple channels with no centralized capture system. Follow-up was manual and inconsistent — leads sat untouched for hours or days while competitors moved faster. The admin team was buried in repetitive data entry and status tracking instead of moving deals forward.
"The business wasn't short on demand. It was losing revenue to process gaps."
D. Jacksons Marketing built a custom automation system on top of the brokerage's existing CRM — hosted on private servers, no platform switch required, no disruption to their team's workflow.
The system was designed to handle every stage of the lead process automatically:
The entire system ran quietly in the background inside the CRM the team already knew. They didn't have to learn anything new. They just started seeing better results.
| Revenue Generated | $1.2M from $18K in ad spend |
| Leads Automated | 400+ per month |
| Admin Workload | ~90% reduction |
| Time Saved | 20+ hours per week |
The brokerage didn't need a new CRM, a bigger team, or a bigger ad budget. They needed the system they already had to actually work for them.
That's the difference automation makes — not more effort, less of it, with better results. When every lead is captured, every follow-up is sent, and your team is freed from admin work, the revenue was already there. You just had to stop losing it.