Senior Marketing Manager · Interview brief · Edward McFields

One revenue engine. Two front doors.

Instead of telling you what I'd do, I built it. Two conversion-focused landing pages — Protocase and 45Drives — running on a shared HubSpot + CallRail backbone so every form, call and chat shows up as attributable pipeline.

The shared plumbing

HubSpot CRM

One system of record. Brand + division properties, lifecycle stages, fit & engagement scoring.

CallRail

Division-specific tracking numbers. Every call logged to HubSpot with source, keyword & recording.

Forms & chat

Short HubSpot forms with hidden UTM fields. Chat routes by division to named owners.

Wistia video

Watch-time feeds engagement score. 50%+ views flag sales-ready intent.

Executive summary

Concentrate on 45Drives named-account pipeline and fix Protocase quote conversion.

01 · Most effort

45Drives ABM

Public sector, higher ed, research and mid-market IT leaving proprietary storage — led by a private engineer-session offer routed to sales engineers.

02 · Focused effort

Protocase conversion

Chat sales path, transparent instant-to-RFQ handoff and reorder nurture, run with the Lead Gen Specialist.

03 · Shared, not merged

One measurement layer

Common lifecycle definitions, call and chat attribution, brand dashboards rolling into one executive view.

Success measure: sales-accepted pipeline by brand and segment — not lead volume.

Two buying journeys, two funnels

Protocase · transactional quote45Drives · committee account sale
BuyerEngineers & designers with a CAD file and a deadlineIT leaders, sysadmins & procurement in public sector
Path to revenueInstant Quoter or RFQ → one-day quote → reordersBuild & Price or form → consult → proposal → approval
Key conversionQuote submitted with CAD fileConsult request with capacity & use case
Marketing jobRemove friction in quote path; grow repeat revenueABM, technical proof and clean sales handoff

Verified stack & gaps · observed Nov 5, 2026

AreaObservedGap to confirm
Live chatOlark on both; Protocase live, 45Drives offline at 3:03 pmNo sales path in Protocase menu
EmailBoth newsletters post to one Mailchimp accountAutomation and brand separation
PhonesShared toll-free lines with extensions; no call tracking seenRouting and source attribution → CallRail
CRMJob postings reference a CRM; product not namedWhich CRM, owner, both brands? → HubSpot
Paid searchAll-time US ads: Protocase 28, 45Drives 20Spend, conversions, keyword data

First 90 days · baseline → fixes → pilots

Days 1–30

  • Protocase: map RFQ and reorder paths
  • 45Drives: validate ICPs with closed deals
  • Shared: audit numbers, forms, tags, CRM

Days 31–60

  • Protocase: chat sales path; RFQ next-steps test
  • 45Drives: Tier 1 list of 25–50 accounts
  • Shared: UTM fields, call tracking, chat → CRM

Days 61–90

  • Protocase: run two conversion tests
  • 45Drives: launch ABM pilot with Sales
  • Shared: brand & executive dashboards

No revenue forecasts — targets follow 60–90 days of clean tracking. Based on public sources; no internal data used.