Repeated data entry
Prospects arriving from campaigns were being asked to re-enter details that were already available, adding friction before they ever reached an agent.
Case Study · Truro & District Motor Club
Rebuilding a broken WordPress site into a modern motorsport platform
We replaced Truro & District Motor Club’s ageing, broken WordPress website with a custom-designed Next.js platform — giving the club a modern frontend and an admin system for managing events, news, championships, teams and other website content.
- Industry
- Health Insurance
- Market
- Lead-Generation Funnel
- Engagement
- Contact Center Portal
OVERVIEW
A campaign-to-contact-center funnel built for health insurance leads
Truth Health Quotes helps people compare health insurance options and request quotes. Paid campaigns can bring in high-intent traffic, but that traffic only becomes valuable when the right details reach the contact center quickly enough for an agent to continue the conversation.
Vertex Logics built a lead-generation funnel that reduces friction between campaign traffic and the client’s contact center. Available customer information is carried into the website journey, so prospects spend less time repeating details they have already provided.
Submitted lead data is saved into the client’s portal so agents can follow up with a complete record rather than a disconnected form dump. The path from ad click to sales conversation is shorter, clearer and easier to work.
The result is a connected acquisition workflow: campaign traffic arrives on a conversion-focused journey, qualified information reaches the contact-center portal, and agents can progress prospects from there.
BUSINESS PROBLEM
Closing the gap between campaign traffic and agent follow-up
The challenge was not simply to collect more form fills. Campaign visitors needed a shorter path into a sales conversation, with less repetitive data entry and a reliable handoff into the system agents already use.
Disconnected lead handoff
Website submissions were not consistently reaching the contact-center portal in a format agents could use for immediate follow-up.
Drop-off before the call
High-intent traffic could leave the funnel before a conversation started if the quote journey felt long, unclear or disconnected from the campaign.
Incomplete agent records
Leads needed to arrive with the customer information required for outreach, not just a name and a generic enquiry.
WHAT WE DID
One connected journey from campaign click to agent outreach
We designed the funnel around a shorter handoff: carry known customer details into the website, capture a qualified quote request, and send that record into the contact-center portal for follow-up.
Campaign landing journey
Built a conversion-focused website path for paid traffic, with clear insurance quote positioning and a shorter route from click to enquiry.
Frictionless data capture
Carried available customer information into the funnel so prospects did not have to repeat details already collected from the campaign.
Portal lead handoff
Saved submitted information into the client’s contact-center portal so agents receive usable records instead of disconnected form data.
Sales-ready follow-up
Structured the workflow so qualified prospects can move from website submission into an agent conversation without a manual rebuild of the lead.
SERVICES & STACK
Built for speed, capture and contact-center handoff
We combined a conversion-focused web journey with lead capture, automation and analytics so campaign traffic can become a sales-ready record in the client’s portal.
UI/UX Design
Web Development
Lead Gen Funnel
Form Build
Automation
RESULTS & IMPACT
A shorter path from marketing campaign to sales conversation
The completed funnel gives the client a connected acquisition workflow: prospects arrive with less repetitive data entry, submitted information reaches the contact-center portal, and agents can continue the conversation from there.
Reduced customer friction
Available customer information is carried into the funnel.
Connected lead handoff
Website submissions feed the contact-center portal.
Sales-ready lead records
Agents receive customer information in the system used for follow-up.
Campaign-to-call workflow
The funnel supports acquisition through agent outreach.
Selected Projects and Results
Real work, real clients, real measurable outcomes
Real work, real clients, real measurable outcomes
Healthtech · Ireland
Enquiry Medical
Website rebuild, SEO recovery & GHL pipeline
Blacklisted domain, zero rankings, no sales pipeline. We rebuilt everything - website, SEO, Google Ads, LinkedIn, email marketing, and GHL automation - over 12 months
- 121 Keywords Ranking
- 6x LinkedIn Growth
- 47/wk Demo Requests
GHL AutomationSEOWeb DevGoogle AdsSocial Media
Property Management · US
PMHOA Pro
GHL webinar funnel & full automation
US property management sales trainer needed a complete webinar system - registration, confirmation, replay, and email automation - with zero manual follow-up on their end
- 3 GHL Pages Built
- 2 Email Automations
- 0 Manual Follow-up
GHL AutomationSEOWeb DevGoogle AdsSocial Media
Portfolio
200+ Projects
Web, mobile, ecommerce & automation delivery
Projects across healthcare, ecommerce, travel, beauty, AI automation, startups, and service businesses - built on Next.js, Laravel, Flutter, WordPress, and GoHighLevel
- 200+ Projects
- 5 Industries
- 7+ Years
GHL AutomationSEOWeb DevGoogle AdsSocial Media
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