Marketing Tools
That Drive Sales
A strong sales team requires more than skill — it requires the right tools, consistent messaging, and reliable data. At Kee Safety, I developed a comprehensive suite of sales support systems that gave reps everything they needed to engage prospects, follow up quickly, and close opportunities with confidence. From automated email portals and presentation templates to CRM analytics and co-branded materials, these resources turned marketing into a direct driver of sales efficiency and revenue growth.
Sales Email Portal
The Sales Email Portal was designed to solve a critical challenge for high-volume outbound sales: how to follow up quickly, at scale, without sacrificing professionalism. Reps working large call and tradeshow lists needed a way to send polished, personalized emails without wasting time formatting, hunting for links, or rewriting templates.
The portal replaced that manual process with a simple web-based form. Reps enter a few details — customer name, email, industry, products of interest, and two proposed meeting times — and the system instantly generates a fully formatted, branded email. Each message is enriched with industry-specific case studies, product links, and a catalog call-to-action, giving prospects more than just a generic follow-up.
A live preview shows the complete email before it’s sent, ensuring accuracy and confidence. With one click, the message is delivered instantly through the backend PHP mail system. What once took minutes of manual effort became a task completed in seconds.
The result:
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Efficiency: reps moved through large lists faster, sending more follow-ups in less time.
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Consistency: every email looked professional, included the right resources, and aligned with Kee Safety’s brand.
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Higher relevance: curated case studies and product links gave each email added weight, improving the likelihood of a reply.
This tool turned a repetitive bottleneck into a streamlined process — a creative solution that combined coding, marketing insight, and sales needs into a single system that raised the effectiveness of every outreach.
CRM: From Strategy to Sales Growth
1. Lead Volume More Than Doubled
Marketing systems drove lead submissions from ~60/month in early 2022 to 160–185/month by mid-2025. This steady climb wasn’t a spike — it reflected the impact of repeatable campaigns, optimized web forms, and consistent follow-up systems.
2. Deals Increased Alongside Leads
Closed deals rose in lockstep, from ~30–40/month in 2022 to nearly 100/month in 2025. This proved the growth wasn’t just traffic — the leads were higher quality and more sales-ready, thanks to better targeting and qualification.
3. Web Forms as the Core Engine
Interactive tools and improved site functionality turned the website into a lead generator. Web forms quickly became the dominant lead source, validating investments in projects like the Instant Rooftop Safety Assessment. These tools didn’t just capture names — they provided sales with insights into site hazards, needs, and urgency before the first conversation.
4. PPC & Paid Campaigns Driving Scale
Google Ads evolved into a reliable engine for high-intent leads.
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Marketing captured solution-focused traffic through targeted keywords and optimized landing pages.
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Sales received inquiries that were warmer and more conversion-ready than other sources.
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Leadership saw clear ROI in Zoho, tying ad spend directly to closed deals.
PPC became a scalable lever for growth, with spend adjusted confidently to meet pipeline goals.
5. CRM as the Alignment Tool
Zoho dashboards connected everything:
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Marketing could see cost per lead, lead source performance, and which campaigns produced closed deals.
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Sales gained immediate visibility into lead context — where they came from, what they were interested in, and what tools they had already engaged with.
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Leadership saw clear reporting, removing guesswork and tying spend directly to pipeline growth.
This integration eliminated finger-pointing and made marketing and sales partners in growth, not silos.
6. Consistent Year-Over-Year Growth
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2022 established the baseline, with modest monthly lead and deal counts.
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2023 delivered the first major lift as new tools and PPC strategies came online.
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2024–2025 maintained momentum, proving the systems built were repeatable and scalable.
This consistency demonstrated that growth wasn’t campaign luck — it was the result of a structured, ongoing marketing engine.
Presentations That Drive Sales
Presentations are often the first impression a prospect gets of a company. At Kee Safety, every presentation — from proposals and webinars to training decks and quote templates — was designed to reinforce credibility, simplify complex solutions, and help sales win more business. By combining clean design, consistent branding, and clear messaging, presentations became more than slides — they became sales tools.
Quote Presentation Template
The specialized quoting template transformed how sales delivered pricing and proposals. Instead of sending a plain PDF or line-item estimate, reps presented customers with a branded, visually structured proposal that included tailored solutions, OSHA references, system layouts, and total costs. This format positioned Kee Safety not only as a vendor but as a trusted expert, helping customers understand the value behind the numbers. For the sales team, it created a consistent, polished look across every opportunity — one that gave them confidence in every client interaction.
Webinars and Training Decks
Developed high-quality presentations for webinars and training sessions that balanced technical content with clean visuals. These decks helped position Kee Safety as an industry authority, engaging prospects with valuable insights while naturally guiding them toward Kee Safety’s solutions.
Follow-Up Email Portal
A custom-built portal designed to automatically send a personalized, branded email to customers immediately after submitting a contact form. While a sales rep prepares their formal response, prospects receive a professional message introducing their assigned sales contact, complete with direct phone and email details, links to relevant product information, and a catalog download.
How it works
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Customer submits inquiry → Web form data triggers the portal.
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Regional sales rep auto-matched → Based on dropdown selections, the system assigns the correct representative with their region, phone, and email details.
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Product-specific content injected → The portal dynamically pulls in case studies, brochures, and product links tailored to the customer’s inquiry (e.g., skylights, access points, walkways).
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Branded email delivered instantly → The message arrives with a catalog download link and Kee Safety branding, keeping the customer engaged while waiting for personal follow-up.
Why it matters
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Increased engagement: Customers receive instant value (links, resources, catalog) instead of waiting in silence.
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Personal connection: Introduces the actual sales rep assigned to their region, reinforcing credibility.
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Reduced drop-off: Keeps Kee Safety top-of-mind during the most critical stage — right after inquiry.
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Sales efficiency: Reps start conversations with warmer leads who already have context and resources in hand.
The bigger picture
This project demonstrates the ability to bridge marketing, coding, and sales operations into one seamless tool. By creatively solving a real-world problem — the “dead air” between a form submission and a rep’s reply — the portal turned a gap into an opportunity for engagement, proving how technical know-how can directly translate into sales results.Wesley Doyle | 619.921.607 | This email address is being protected from spambots. You need JavaScript enabled to view it.