Cascade Capital
FounderScale Case Study
At a Glance:
Client:
Cascade Capital
Industry:
Real Estate Investment
Location:
Chevy Chase, Maryland
Company Size:
1–10 Employees
Background
Cascade Capital is a real estate investment firm operating in Maryland. Founderscale helped Cascade Capital optimize its sales outreach to support its revenue goals.
Services Provided:
- HubSpot Sales Pro Setup
- Email Marketing Strategy
- CRM Onboarding & Sales Enablement
"We needed sales outreach running fast—FounderScale got us there in weeks."
Core Problems to Solve
No CRM or outreach infrastructure
The firm had no system in place for managing or sending outbound emails to prospective buyers
Lack of sales sequences and processes
There was no email list segmentation, templates, or automation to support a consistent outreach strategy.
Limited time to ramp up
The owner needed to move quickly, with sales outreach readiness being an urgent need.
Quick Wins
Enabled full email outreach via HubSpot Sales Pro from the ground up.
Accelerated sales readiness with fast-paced, hands-on training and automation setup.
The Solution
FounderScale delivered a focused, high-speed engagement to stand up a fully functioning outbound sales system using HubSpot Sales Pro.
The solution included:
- Set up of HubSpot Sales Pro, including user access, CRM configuration, and automation.
- Weekly live training sessions on email deliverability, list segmentation, and sales workflows.
- Creation of automated email sequences to enable prospect outreach.
- Personalized coaching with clear action items between sessions.
By the end of the engagement, Cascade Capital was equipped with a complete system and the confidence to execute sales campaigns independently.
“By the end of our training sessions, I was able to send my prospects a series of sales outreach emails.”
“The speed at which they were able to get me ready to send sales outreach emails was top-notch!”
“Maria is GREAT! I’ve already referred them to a friend growing a small business.”
Summary (TLDR)
- Fully functional CRM and sales outreach system in weeks
- Email sequences and automation enabled for outbound sales
- Strong foundational training in HubSpot sales tools
- Responsive, high-quality service
- Client referral within weeks of project completion
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