Inside Double Cloud’s SaaS marketing system build

Double Cloud was scraping leads with nowhere to put them, had no segmentation across its customer base, and ran a stack of disconnected apps with no reporting over the top. HubXpert built the marketing system underneath it across all five HubSpot hubs, over six months.
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50%+

Email open rate achieved

5

Custom reporting dashboards built

5

HubSpot Hubs implemented

6 months

Delivery timeline

ABOUT THE CLIENT

Data Infrastructure, Sold to Engineers

Double Cloud builds managed open-source data infrastructure for real-time analytics, working with both startups and established organizations. The proposition is to take the technical complexity off data engineers so they can spend their time on the product instead of the platform underneath it.

Selling infrastructure to engineers is a long, specific, multi-touch motion. The buyer is technical, skeptical of marketing, and researches thoroughly before speaking to anyone. That makes segmentation and message relevance unusually important, because a generic email to a data engineer is worse than no email.

Double Cloud was already generating leads by scraping, so the top of the funnel existed. What did not exist was anything underneath it: no structure to collect leads into, no segmentation of the existing customer base, no connection between the apps in the stack, and no reporting to tell anyone what was working.

What You Will Learn

  • 1 How to build a lead accumulation system that makes scraped leads usable
  • 2 Why segmentation matters more when selling to technical buyers
  • 3 What a reporting layer across five hubs actually shows a leadership team
THE CHALLENGES

Leads Coming In, Nothing Holding Them

The company had the harder half solved. It was generating leads. What it lacked was every part of the system that turns a lead into a tracked, segmented, worked opportunity.

  1. 1

    No segmentation structure.

    Existing clients were not grouped in any way that allowed different customer types to be engaged differently, which made every campaign a broadcast.

  2. 2

    No centralized lead accumulation.

    Leads were being scraped without a structured system to collect and manage them, so the work of sourcing them produced less than it should have.

  3. 3

    A disconnected stack.

    Multiple applications needed to be integrated into one system, and until they were, every tool held a fragment of the same prospect.

  4. 4

    No structured reporting.

    Without a reporting mechanism, decisions about campaigns, spend and team focus were being made without evidence.

  5. 5

    No prioritization among prospects.

    Nothing ranked prospects by engagement or intent, so sales worked whatever was in front of them.

WHAT WE BUILT

Sources In, Structure Underneath, Reporting Over the Top

The build connected the lead sources into HubSpot, gave the leads somewhere structured to live, automated the communication against segments, and put five dashboards over all of it.

  1. 1

    Lead sources connected into HubSpot.

    LinkedIn, Crunchbase and Amplemarket were integrated so warm lead data centralizes in the portal instead of arriving through separate tools the sales team has to check.

  2. 2

    A structured lead accumulation system.

    Incoming leads are collected, managed and tracked in one place, which turns scraping from an activity into a pipeline.

  3. 3

    Custom lead scoring.

    Prospects are ranked on engagement and intent, so the sales team works the list in order of likelihood rather than in order of arrival.

  4. 4

    Segmented email design.

    Email templates were designed per customer segment, which matters disproportionately when the audience is technical and dismisses anything generic.

  5. 5

    Calling tools integrated.

    The calling stack was connected to HubSpot so conversations are captured against the record rather than living in a separate log.

  6. 6

    Lifecycle marketing automation.

    Automated email triggers and workflows run at each stage of the customer journey, so the follow-up happens without anyone scheduling it.

  7. 7

    Five custom dashboards.

    Campaign performance, sales metrics, team performance, lifecycle stage analysis and conversion rates, each built to answer a question leadership was previously guessing at.

HOW WE GOT THERE

Connect, Structure, Automate, Report

The lead sources had to reach the portal before anything could be structured around them, and segmentation had to exist before automation could target anything.

Phase 1

Audit and mapping

Reviewed the existing stack, the lead sources and how customers were being grouped.

Phase 2

Source integration

Connected LinkedIn, Crunchbase and Amplemarket to centralize lead data in HubSpot.

Phase 3

Lead structure

Built the lead accumulation system and the custom lead scoring model.

Phase 4

Segmentation and design

Built the client segmentation structure and designed targeted email templates per segment.

Phase 5

Automation and calling

Set up lifecycle email triggers and workflows, and integrated the calling tools.

Phase 6

Reporting and handover

Built the five dashboards and handed the system to the team.

THE OUTCOMES

A Marketing System That Reports on Itself

Double Cloud now runs marketing on one connected portal. Leads arrive from three sources into a structured system, get scored, receive segment-appropriate communication, and appear in reporting leadership can act on.

50%+

Email open rate achieved

5

Custom reporting dashboards built

5

HubSpot Hubs implemented

50%+ email open rates. Campaigns achieved an open rate above 50% with a 5% increase in click-through, which is what segmentation and relevance produce with a technical audience.

Leads have somewhere to land. Scraped and sourced leads collect into a structured accumulation system rather than into a list somebody has to process.

Prospects are ranked before they are worked. Custom lead scoring orders the list by engagement and intent instead of by arrival.

Manual effort dropped. Automation took the repetitive work off the team, moving that time to higher-value activity.

Leadership can see performance. Five dashboards cover campaign performance, sales metrics, team performance, lifecycle stages and conversion rates.

The stack became one system. Lead sources, calling tools and the hubs run together, so marketing and sales activity is managed in one place.

Before

  • No segmentation across the existing client base
  • Leads scraped with no system to collect them
  • Multiple disconnected applications
  • No structured reporting mechanism
  • No ranking of prospects by intent
  • Generic email to a technical audience

After

  • Segmented client base with targeted communication
  • A structured lead accumulation system
  • LinkedIn, Crunchbase, Amplemarket and calling tools connected
  • Five dashboards across campaigns, sales, team and lifecycle
  • Custom lead scoring by engagement and intent
  • Designed templates per segment, 50%+ open rates
INSIDE THE PORTAL

What the Marketing System Looks Like

  • Lead data from LinkedIn, Crunchbase and Amplemarket landing in one portal.

  • The lead accumulation system with custom scoring by engagement and intent.

  • Segment-specific email templates and the lifecycle workflows behind them.

  • The five dashboards covering campaign performance, sales metrics, team performance, lifecycle stages and conversion rates.

What SaaS teams ask about marketing system builds

Frequently asked questions

  • Because sourcing leads produces nothing until they are collected, scored and worked. Connecting LinkedIn, Crunchbase and Amplemarket turns lead generation activity into a managed pipeline.

  • It comes from segmentation and relevance. Templates were designed per customer segment rather than sent broadly, which matters most with technical audiences who dismiss generic email immediately.

  • Double Cloud runs Marketing, Sales, Service, Operations and CMS Hub Professional. Operations Hub in particular carries the data synchronization that the reporting layer depends on.

  • Six months for Double Cloud, across audit, source integration, lead structure and scoring, segmentation and design, automation, and reporting.

  • Campaign performance, sales metrics, team performance, lifecycle stage analysis and conversion rates are five different questions. One dashboard trying to answer all of them answers none of them well.

bOOK CONSULTATION

Ready to Build the Engine Behind Your Growth?

We connect your CRM, website, search, outbound, and automation into one system. So your team spends less time on manual work and more time on growth.

Icon-Apr-08-2026-10-02-31-8097-AM Takes 30 minutes
Ratul-Rahman