Investment Research-as-a-Service firm PTT Research Increases Qualified Leads by 700% Using HubSpot

An emerging leader in personal investing and capital markets consulting, PTT Research provides clients with real-time investment research-as-a-service from expert analysts. The year-old firm partnered with HubSpot to gain better insight into customer buyer behaviors, automate delivery of high-value content to disparate audiences, and dramatically improve conversion and close rates.

7X

increase in qualified leads

2X

achievement of annual revenue goals

10X

return on investment of HubSpot

About PTT Research

PTT Research is a web-based financial media company. The PTT Research team features some of the most regarded research analysts on Wall Street united around a vision of independent, un-compromised, real-time investment research-as-a-service. Our research teams have buy-side experience, which adds uniqueness to delivering value-added research, insights and ideas to our clients. PTT Research publishes it research on both its subscription-based site, pttresearch.com, and its free blogs Poisedtotriple.com, wallstreetforensics.com, and solarstocksideas.com.

Another Day, Another Dollar

There’s rarely a shortage of advice when it comes to investing. But finding good advice—helpful advice from professionals—can be a bit more challenging.

Boasting a roster of highly regarded Wall Street veterans, PTT Research wanted to support an underserved market and extend the reach of its expert investment and financial insights. But a limited staff and more than 100,000 website visits per year made managing content distribution and site optimization manually a near impossibility.

“Most marketing automation solutions are too big, too complex, and too expensive for a company our size,” says Jeremi Karnell, PTT Research’s Chief Marketing Officer. “Fortunately, HubSpot has cost-effective marketing automation and lead management solutions that automate time-consuming tasks and improve our ability to convert traffic to paying subscribers.”

"HubSpot set the standard for how SMBs use content to drive business. We simply followed their inbound marketing program blueprint and ended up with an efficient and incredibly effective and powerful sales system of our own."

Jeremi Karnell

CMO

PTT Research

Creating a seamless customer journey

After evaluating its options, PTT Research chose to partner with HubSpot because of the company’s reputation for helping small and medium sized businesses (SMBs) flourish and for its intuitive and highly effective inbound marketing solutions. In particular, Jeremi believed that HubSpot’s Lead Management, Calls-to-Action (CTAs), and Marketing Automation solutions were ideal for helping PTT Research deliver more timely, relevant content to its site visitors and drive higher conversions.

HubSpot tools allow PTT Research to guide prospective customers seamlessly and purposefully through the buying cycle, from the time they first visit one of the optimized landing pages all the way to signing up for a paid subscription with fresh and repurposed content. HubSpot analytics gives the team deep, real-time actionable intelligence about visitor’s behaviors and provides a roadmap for where and how best to engage them.


Leveraging email and marketing automation apps, PTT Research strategically delivers high-impact, personalized content such as newsletters, investment endorsements, and special offers on investment reports to thousands of visitors, moving readers closer to purchase at every touchpoint. Along the way, they use Smart CTAs to dynamically populate different offers and content to different viewers based on what they care about most, optimizing relevance and, ultimately, driving higher sales. 

The_Poised_To_Triple_Methodology_-_Second_Edition

“HubSpot set the standard for how SMBs use content to drive business,” Karnell says. “We simply followed their inbound marketing program blueprint and ended up with an efficient and incredibly effective and powerful sales system of our own.”

"HubSpot gives us an efficient, integrated way to publish and push content to audiences faster and more cost-effectively than ever. We’ve more than doubled our projected revenues, increased our viable leads eight-fold, and increased the lifetime value of each customer exponentially."

Jeremi Karnell

CMO

PTT Research

Good Advice, Great Results, and Big Future Plans

HubSpot has been a boon to PTT’s bottom line. Since implementing the popular platform, the company has dramatically increased the quantity of qualified leads, shattered revenue expectations, and positioned itself to continue its meteoric rise in market without investing in numerous technologies or hiring additional staff.

“HubSpot gives us an efficient, integrated way to publish and push content to audiences faster and more cost-effectively than ever,” Jeremi says. “We’ve more than doubled our projected revenues, increased our viable leads eight-fold, and increased the lifetime value of each customer exponentially.”

The success of its initial implementation has Karnell making big plans for the future. “In the next year, we’re anticipating bringing on several new analysts and each will get his or her own branded online presences,” he says. “It sounds crazy to want to increase our media network by a factor of 10 in just a year, but with HubSpot’s backing, we know it’s not just conceivable—it’s achievable.”

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