Financial Services & Accounting for Vacation Rental, Professional Services and Natural Products.

Greenwood Village, CO

“I have been very impressed by this company overall. They are very knowledgeable about marketing strategy and took the time to really understand my industry and needs to help me successfully achieve my goals.”

Jesse Ehret | Founder and CXO


The client, Ximplifi, works with small and medium-sized businesses, helping them simplify their accounting through the implementation of accounting systems and outsourced accounting services. They handle everything from daily accounting tasks to weekly, monthly, quarterly and annual financial reporting along with providing expert advice.

The Problem

Ximplifi needed a digital marketing strategy that would allow it to generate more leads and sales, and enable the business to keep growing. The client was interested in taking advantage of marketing automation to boost their lead generation and make sure their sales pipeline stays healthy.

How SeeResponse Helped

SeeResponse created a digital marketing strategy for Ximplifi that relied on automated and scalable methods of lead generation, enabling the client to generate leads and sales on autopilot. We integrated HubSpot into the client’s existing marketing stack and then created a number of automated workflows. This involved designing landing pages and website forms, as well as creating hyper-targeted and highly-personalized email marketing campaigns. After implementing our solution, Ximplifi saw a significant increase in both leads and sales generated.