Tax Credit Agency
Details
About the Project
Tax Credit Agency, a firm specializing in R&D and other business tax credits, partnered with Stellar Blue to design and implement a fully automated sales and qualification workflow. The objective was to build a scalable system that captures leads from multiple channels, qualifies them using proprietary data, and seamlessly moves them through CRM, contracts, and onboarding without manual bottlenecks.
Ai Solutions
Client Pain Points
- A highly complex sales process involving multiple tools, integrations, and conditional workflows.
- The need to qualify leads based on industry-specific criteria and proprietary questionnaires.
- Manual handoffs between prospecting, CRM updates, engagement letters, and internal notifications.
- No unified automation system connecting LinkedIn outreach, website forms, CRM management, Slack alerts, and DocuSign contracts.
The client needed a structured, automated funnel that could support R&D Tax Credits first, then expand to additional credit programs over time.
Stellar Blue’s Solution
Stellar Blue architected and implemented a multi-layered automation ecosystem centered around HubSpot, Apollo, Slack, DocuSign, and Zapier integrations.
- Advanced CRM Architecture: Built over 200 custom fields in HubSpot, covering tax data, company details, industry classification, prospect status, and conditional deal logic.
- Industry-Specific Logic: Designed workflows for five core industries, each with unique qualification paths, messaging, and conditional automation triggers.
- Automated LinkedIn Prospecting: Configured Apollo to automatically connect with high-intent LinkedIn prospects, send follow-up messages, enrich contact data, and push engaged leads into HubSpot.
- Website + CRM Integration: Connected website forms to HubSpot using Zapier so all inbound leads flow directly into the CRM.
- Automated Contract Generation: Built API connections that push CRM data into DocuSign, allowing engagement letters to be generated and sent automatically.
- Real-Time Team Alerts: Configured Slack notifications for deal progression, warm lead status changes, and contract milestones.
The result was a centralized, automated funnel that handles outbound prospecting, inbound lead capture, qualification, internal collaboration, and contract execution.
Project Results
The Stellar Blue Impact
This project highlights Stellar Blue’s adaptability and technical execution. By integrating unfamiliar tools, designing complex conditional logic, and coordinating across multiple platforms, the team built a robust warm-lead funnel that allows Tax Credit Agency to focus on delivering high-value client work while automation drives prospect acquisition and onboarding.
Let’s Start Your Project
If your business relies on complex workflows, multiple software tools, or manual qualification processes, Stellar Blue can help design a smarter system. From CRM architecture to automated prospecting and contract generation, we build workflows that reduce friction, increase efficiency, and support long-term growth.
Let’s design a system that works as hard as you do.