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CASE STUDY. EKOA · SUSTAINABLE MATERIALS. B2B · REVOPS

Rooted.Rebuilt.

A sustainable-materials brand making eco-friendly wall panels from plant fibers. This is how iExcel built the RevOps foundation — and carried it through a rebrand from Lingrove to Ekoa.

Engagement
Multi-phase, multi-year
Scope
CRM · RevOps · SEO · Paid · Lifecycle
Buyers served
Architects · Designers · Contractors
Latest chapter
Rebrand to ekoa.design
Warm interior surface — natural material context
// NATURAL FIBER · INTERIOR SURFACE
// The squint test · 3 receipts
90%
Technical SEO Health Score
Up from an 84% baseline measured before the Lingrove-to-Ekoa domain transition.
27%
Organic Share of Sessions
Organic search now drives more than a quarter of all sessions on the new domain.
5.41%
Paid Search Click-Through Rate
More than double the published WordStream B2B search benchmark of 2.41%.
Chapter 01 · The Setup

A specifier's market — sold on detail.

The sustainable-materials market doesn't move on impulse. Architects pull samples, weigh them against sustainability targets, and specify by product code. Interior designers file swatches next to client mood boards. Hospitality and commercial contractors need lead times, spec sheets, and installation certainty. Every deal is a specification decision — with a paper trail — before a purchase order is ever cut.

Ekoa builds into that world. Plant-fiber wall panels and interior surfaces, engineered as an eco-friendly alternative to petroleum-based composites, sold into the AEC channel — architects, engineers, contractors — plus interior designers and specifiers working directly with clients.

When iExcel picked up the engagement, the marketing surface area was broad but scattered. A working CRM that didn't match how the team actually sold. Ad accounts firing without a clean audience layer. A website analytics stack half-wired. A sample-request flow that leaked at the seams. What the business needed wasn't a campaign. It was a foundation.

Natural material texture close-up
Chapter 01 · The specifier's channel
Chapter 02 · The Migration

From a legacy CRM to a revenue engine.

The first meaningful lever was the CRM itself. Ekoa had grown up on a legacy contact tool that behaved more like a shared address book than a revenue system. Contacts drifted. Company parent/child relationships were guesswork. Lifecycle stages didn't reflect how architects, designers, and contractors actually moved through evaluation. Reporting had to be rebuilt from scratch every quarter.

iExcel scoped and executed the migration into HubSpot. That meant more than an import job — it meant defining the lifecycle-stage model from the buyer side out. Subscriber. Lead. Marketing-qualified. Sales-qualified. Opportunity. Customer. Each stage tied to a property, a source, a segment, and a next-action rule the sales team could actually run against.

Once lifecycle logic was in, we normalized the database. De-duplicated contacts. Standardized company records. Wired parent/child relationships. Set default probabilities on deal stages against actual close behavior. The dashboards stopped disagreeing with the spreadsheets — because there were no more spreadsheets to disagree with.

<2%
Duplicate Rate · Post-Migration
A six-figure database rebuilt, deduplicated, and stood back up with lifecycle logic and source attribution intact — the leadership view didn't exist before.
Structured composition — foundation metaphor
Chapter 02 · The revenue engine
Chapter 03 · The Four Phases

Four phases. One arc.

What started as a CRM cleanup expanded into a multi-year partnership. Every phase compounded on the last — and every phase was calibrated to what the business needed next, not what an agency wanted to sell.

01
// FOUNDATION

Infrastructure.

CRM migration off a legacy contact tool into HubSpot. Website analytics wired end-to-end through GA4, GTM, and Search Console. Ads and email foundations set. Reporting rebuilt so leadership had one place to look.

02
// PREPARATION

Demand-gen prep.

Audience research against architect, designer, and contractor personas. List building. ZeroBounce verification. Lead-scoring model tied to HubSpot lifecycle stages. Sales sequences built. Paid-media testing scoped.

03
// ACTIVATION

Campaigns live.

Cold outreach. CEU campaigns for architect credit-hours. Post-conference follow-up. Sales rep intro sequences. Paid search and paid social running against role-segmented lists. Sample-request workflow tied to HubSpot deals.

04
// REBRAND

ekoa.design.

Domain transition support from Lingrove to ekoa.design. Search Console verification. Metadata implementation. Developer checklists. WordPress + WooCommerce + HubSpot integration planning. Renewed SEO and content strategy on the new domain.

Chapter 04 · Audience & Data

A clean list is a forecast.

Once HubSpot was standing on its own, the demand-gen work needed a clean audience layer to fire against. That meant a rigorous list-building and verification pass — architects sourced from firm directories, designers from industry associations, contractors from specification databases — then every record run through ZeroBounce to strip invalid, catch-all, and role-based addresses before a single send.

Segmentation followed the same discipline. Contacts weren't a single blob — they were architects, interior designers, and hospitality / commercial contractors, each with a distinct evaluation motion and a distinct next-best asset. The lead-scoring model tracked those signals against HubSpot lifecycle stages so the sales team could pick up the ones that were actually ready.

The result was quiet but structural: a role-segmented, deliverability-verified audience layer that made every downstream campaign more accurate — and made forecasting something leadership could rely on instead of reconstruct.

−20%
Legacy list · Undeliverable removed
Post-ZeroBounce cleanup pass. Deliverability lifted north of 95% on every send that followed.
Architect workspace with samples and plans
Chapter 04 · Role-segmented outreach
Warm interior with natural surfaces
// THE READ
"A specifier will forgive a lot. A dashboard that lies to leadership isn't one of them."
— Engagement Recap · Ekoa × iExcel
Chapter 05 · Campaign Activation

Named plays. Real runbooks.

With the foundation and audience layer in place, we turned on the campaign engine. Each play was named, scoped, and tied back to a lifecycle-stage transition — no vanity motion, no "let's try email" without a segment behind it.

// CEU
Architect CEU campaign. Continuing Education Unit content — how licensed architects earn credits — packaged as a lead-gen offer against the architect segment. Built the funnel, wired HubSpot lifecycle transitions on registration and completion, then handed the sales team a scored pipeline behind it.
// EVENT
Post-conference follow-up. Structured follow-up sequences for the trade-show and industry-conference channel. Contacts scanned at the booth landed in HubSpot with an event source tag, dropped into a sequence, and got a real response — not the generic "nice to meet you" the whole industry sends.
// SDR
Sales rep intro sequences. Cold-outreach sequences designed for named reps — plain, direct, and pre-warmed by role segmentation so the first touch didn't waste the reader's time. Reply rates lifted enough that the sales team started asking to iterate on the copy themselves.
// SAMPLE
Sample-request workflow. The specifier's currency. Rebuilt the request-a-sample flow so every submission created a HubSpot deal, tagged the material and use-case, and routed to the right rep with source attribution intact. Sample-request throughput became something the business could actually plan against.
// COLD
Cold outreach at scale. Role-segmented, deliverability-verified, and paced against warm-up rules. Every send was tied back to the audience layer we'd cleaned in Chapter 04 — the exact same list architects, designers, and contractors had been filtered into.
// WELCOME
Automated onboarding sequence. A welcome-email drip for new opt-in contacts, triggered the moment a website form converted them into the CRM — the brand's first impression running on autopilot instead of a rep's memory.

The onboarding drip did its own quiet work. Once a new contact opened it, 22.2% clicked through — a click-to-open rate ahead of MailerLite's highest-performing industry benchmark, manufacturing, at 14.82 percent.

~2×
CEU-anchored sends · Open rate vs. B2B category
Continuing-education content earned attention the industry-average subject line never does.
22.2%
Onboarding Sequence · Click-to-Open Rate
Cleared MailerLite's highest-performing industry benchmark — manufacturing, at 14.82 percent.
// The onboarding read
22.2%
Onboarding Click-to-Open Rate

The automated welcome sequence out-clicked MailerLite's highest-performing industry benchmark — manufacturing, at 14.82 percent.

Chapter 06 · Paid + Search

Where the buyer was already looking.

Paid media started with an audit. Before we spent, we mapped where Ekoa was already competing — and where the paid ecosystem was rewarding competitors instead. The Ekoa Paid Audit zeroed in on the wall-protection segment, benchmarked competitors' keyword footprint, and surfaced non-branded queries where sustainable materials had a defensible click-share advantage.

The build-out followed: Google Ads on the highest-intent segments, Meta and LinkedIn against the architect and designer personas we'd already role-segmented, YouTube for the top-of-funnel product-education footprint. Every channel wired into HubSpot via GA4 and GTM so sources landed correctly on the contact record — not on a spreadsheet the sales team would never open. Bottom-of-funnel search ran at a 5.41% click-through rate — more than double the published WordStream B2B search benchmark of 2.41 percent.

SEO ran alongside it. Semrush weekly visibility reports. An AgencyAnalytics dashboard the marketing team actually opened. On-page work against the specifier queries — durability, spec sheet, sustainability rating, installation — that architects were actually typing into search. Technical health climbed to 90% on the latest audit, up from an 84 percent baseline measured before the rebrand.

5.41%
Paid Search · Click-Through Rate
More than double the published WordStream B2B search benchmark of 2.41 percent.
Wood grain and natural texture
Chapter 06 · The specifier query
// The engagement, in one line
"Turn scattered marketing activity and fragmented CRM data into a structured, measurable, scalable revenue-operations foundation."
— Multi-Year Engagement Recap · Ekoa × iExcel
Chapter 07 · The Rebrand

Lingrove to ekoa.design.

Domain transitions are where growth stories go to lose search equity. The move from Lingrove and "ekoa by Lingrove" toward the standalone Ekoa brand on ekoa.design needed to happen without dropping the visibility, contact base, or e-commerce plumbing that had been built underneath it.

iExcel supported the transition end-to-end. Google Search Console verification on the new property. 301 redirect maps drafted against every high-value URL. Metadata implementation across the new domain's page architecture. On-page SEO for the specifier queries — this time on the domain that would carry the brand forward. Developer checklists, staged against launch, so nothing shipped without a working analytics tag.

The stack for the new site: WordPress + WooCommerce + HubSpot, with sample-request, lead-scoring, and lifecycle logic wired to survive the migration intact. Renewed SEO and content strategy sits on top — the growth-reset the rebrand was always going to require. Branded search held its position through the cutover, and organic search now accounts for 27% of all sessions on the new domain.

~90%
Organic Traffic Retained · Through Domain Migration
A well-planned redirect map and metadata pass held the visibility a domain move usually costs.
Modern interior with natural material paneling
Chapter 07 · The new domain
Chapter 08 · The Stack

The measurement layer underneath all of it.

None of the campaign work above holds up without a measurement stack that leadership can trust. This is the layer that stayed on — from the first HubSpot import to the domain relaunch.

// CRM

HubSpot

Migrated from a legacy contact tool. Lifecycle stages, deal probabilities, custom properties, and dashboards rebuilt against the actual sales motion.

// Analytics

Google Analytics 4

Standing GA4 property wired to source attribution on the contact record. Nothing lands in HubSpot without a source, medium, and campaign tag intact.

// Tag Layer

Google Tag Manager

Every conversion event fires through GTM. Every developer handoff includes the tag map. Nothing ships without a working measurement footprint.

// Search

Google Search Console

Verified on both the legacy domain and ekoa.design. Weekly monitoring on impressions, click-through, and index coverage across the rebrand.

// SEO

Semrush

Weekly visibility reporting against the wall-protection and sustainable-materials clusters. Competitor keyword footprint benchmarked and re-run each cycle.

// Reporting

AgencyAnalytics

Recurring visibility dashboard the marketing team actually opens. Consolidates paid, organic, and email into one weekly view leadership can read in under five minutes.

// Deliverability

ZeroBounce

Every outbound list — every audience import — verified before it fires. Invalid, catch-all, and role-based addresses stripped so cold-outreach infrastructure stays clean.

// Paid

Google Ads · Meta · LinkedIn · YouTube

Full paid stack against the architect, designer, and contractor personas. Non-branded search on high-intent specifier queries. Social against the persona-segmented lists.

// Commerce

WordPress + WooCommerce

New-domain stack for ekoa.design — sample-request, e-commerce, and content on WordPress + WooCommerce, wired to HubSpot for lifecycle continuity.

Warm interior surface with natural material
// THE COMPOUND
"Every phase compounded on the last. The rebrand didn't reset the engine — it inherited it."
— Multi-Year Engagement Recap · Ekoa × iExcel
Chapter 09 · The Read

The template for a material brand growing up.

If you're running a sustainable-materials, industrial, or specification-driven B2B business — and you're staring at a CRM that doesn't match how your team actually sells, ad accounts firing against a fuzzy audience, and a rebrand or domain move on the horizon that terrifies your SEO instincts — the Ekoa engagement is the shape of what to do about it.

Foundation first. Audience second. Campaigns after. Rebrand only when the stack underneath it can survive the move.

Most agencies sell the campaign. iExcel sells the operational layer underneath it — and stays through the phases that make the campaigns work when they finally run.

Textured natural material — final chapter
Chapter 09 · The read

Foundation first. Then the growth.

A CRM you can trust. A clean audience layer. Campaigns wired to lifecycle stages. Rebrand support that doesn't drop your search equity. Book a 15-minute sanity check on your setup — we'll tell you what's under-built and what to do about it.

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