Case 04 / Metric-supported operating change

Turning Broad Email Sends Into Focused B2B Conversations

Industry-wide email sends created frequency and relevance problems across the database.

Client
Global leading height access platform manufacturer
Sector
Industrial products and infrastructure
Capability
Email strategy, HubSpot segmentation, campaign governance
Evidence
Metric-supported operating change

Platforms & tools

  • HubSpot Segmentation and campaign governance

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Evidence note: Results retain the supplied evidence label and reporting context. Attributed or estimated results describe the available record, not an unsupported claim of causation.

Customer problem

The Australian team delivered about 50,000 emails in July across several industrial brands and product categories. Aggregate open rate was 17.3% and click-to-open rate was about 4%. Campaigns were already separated by industry, but contacts could still overlap between brands and broad sectors. That created fatigue risk and made it difficult to understand which audience-message combination was working.

Work delivered

The Rolfe Marketing team designed a deeper segmentation model inside HubSpot. Industry remained the first layer, while job title, previous purchase, product category and business unit became further filters. A campaign calendar and reporting view then showed who had been contacted, how often, with which message and what happened next.

Delivery method

  • 01: Translated sales priorities into usable audience fields.
  • 02: Defined how often each contact could receive messages across brand and campaign sends.
  • 03: Tailored subject lines and value propositions to the recipient's likely problem and buying role.
  • 04: Built visibility for campaign activity so marketing and sales could review performance from the same system.

Recorded outcome

Account- and role-based operating rules replaced broad industry sends. Defined list-building rules reduced duplicate-contact risk for the coordinator. A July baseline set the comparison point for later segmentation changes.

What the evidence supports

HubSpot segments were set from buying context before emails were scheduled.

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Next step

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