Case Studies/NovaSpark Media
Case Study

How NovaSpark Media Stopped Losing Leads and Got $120,000 in Pipeline Visibility in 60 Days

A US digital marketing agency tried HubSpot, Salesforce, and Monday.com. Nothing worked. So we built them something that did.

40%

Lost leads recovered

$120,000

Pipeline visibility from day one

6 weeks

Built and live

3 tools

Replaced by LeadDesk

Industry: Digital Marketing AgencyLocation: United StatesTeam: ~30 employeesRevenue: $1.5M–$3M annually
Previous tools: HubSpot · Salesforce · Monday.com · Spreadsheets

The Problem

Great leads were coming in. Most of them were quietly disappearing.

🔧

Too Many Tools, Too Much Complexity

NovaSpark tried HubSpot, then Salesforce, then Monday.com. Each one was built for enterprise teams. The setup took weeks, the training took longer, and within a month the team had stopped using it.

📋

Spreadsheets as the Backup Plan

Every time a CRM failed, the team fell back to spreadsheets. But spreadsheets don't send reminders, don't track deal stages, and don't tell you which leads have gone cold.

💸

Revenue Leaking Silently

Leads were coming in from referrals, cold email, and inbound — but nobody knew where they stood. Follow-ups were missed. Deals went cold. The agency had no idea how much revenue was walking out the door.

👥

No Pipeline Visibility for Leadership

The founder had no clear answer to a simple question: how much is in the pipeline right now? Every week it required chasing the team for updates and manually piecing together a picture.

Team Adoption Was Zero

Every tool they tried was abandoned within weeks. The team found them overwhelming, irrelevant to their workflow, and full of features they would never use. A CRM nobody uses is worse than no CRM at all.

What Shopex Built

LeadDesk — a CRM built exactly for how NovaSpark works. Nothing more, nothing less.

01

Built Around Their Actual Workflow

We spent the first week mapping exactly how NovaSpark handles leads — where they come from, who owns them, how deals move. LeadDesk was built around that workflow, not a generic one.

02

Simple Lead Pipeline With Deal Stages

A clean visual pipeline showing every lead and exactly where it stands — New, Contacted, Proposal Sent, Negotiating, Closed Won, Closed Lost. One screen. Full picture.

03

Automated Follow-Up Reminders

LeadDesk watches every lead. If a deal has not moved in 3 days, the assigned team member gets a reminder. No lead goes cold without someone knowing about it.

04

Live Pipeline Dashboard for Leadership

The founder gets a live dashboard showing total pipeline value, deals by stage, conversion rate, and weekly movement — updated in real time, no manual reporting needed.

05

One-Click Lead Capture

Leads from email, referrals, and inbound forms flow directly into LeadDesk automatically. No copy-pasting, no manual entry, no leads falling through because someone forgot to add them.

The Results

Within 60 days of go-live, NovaSpark had a completely different picture of their business.

40%

Lost leads recovered in first 60 days

Deals that would have gone cold

$120,000

Pipeline value visible from day one

Previously invisible to leadership

100%

Team adoption — no training needed

Used by every team member from week one

3 tools

Replaced by one simple system

HubSpot, Salesforce, and Monday.com

6 weeks

From kickoff to fully live

Including onboarding and documentation

0

Leads falling through after go-live

Every lead tracked from entry to close

How We Worked Together

Three tiers. No big upfront commitment.

AuditWeek 1

$600

We reviewed their existing tools, mapped their lead flow, and identified exactly where leads were being lost. Delivered a clear build plan in 3 days.

Pilot BuildWeeks 2–3

$3,500

Built the core LeadDesk pipeline and follow-up reminder system. NovaSpark could see their full pipeline for the first time within 2 weeks.

Production RolloutWeeks 4–6

$8,000

Expanded to the full system — lead capture automation, live dashboard, team onboarding, and full documentation. Replaced HubSpot, Salesforce, and Monday.com in one go.

Now on monthly retainer — $500/mo for improvements and new features.

Running an Agency With the Same Problem?

If leads are coming in but your team has no system to track them — or you have tried CRMs that nobody uses — we can build you something that actually works. Book a free 30-minute call.

Book a Free 30-Min CallFree · 30 minutes · No commitment