March 19, 2025

From Messy Data to Measurable Impact: A Case Study in Lead Management

This week, our host Brandi Starr is joined by Mehak Chowdhary, a dynamic leader in marketing, growth, and brand strategy. With 15 years of experience under her belt, Mehak has successfully scaled businesses across diverse sectors like sports, climate...

This week, our host Brandi Starr is joined by Mehak Chowdhary, a dynamic leader in marketing, growth, and brand strategy. With 15 years of experience under her belt, Mehak has successfully scaled businesses across diverse sectors like sports, climate tech, SaaS, and E-commerce, working internationally from Europe to Asia. 

In this episode of Revenue Rehab, Brandi and Mehak dive deep into the transformative journey of turning a chaotic lead process into a high-converting, automated pipeline. They explore the intricacies of Mehak's "route to qualified lead" framework, which originated from a landscape of mismanaged lead flow and evolved into a streamlined system of efficiency and precision. 

Join the discussion as they explore what it takes to transform a dysfunctional pipeline, why ICPs should be more than a static list, and how the right alignment between sales and marketing can speed up change. If you’re tired of sorting through unqualified leads and want a pipeline that delivers real results, this episode is for you! 

Episode Type: Case Study 

Revenue leaders who’ve been in the trenches share how they tackled real challenges—what worked, what didn’t, and what you can apply to your own strategy. These episodes go beyond theory, breaking down real-world implementation stories with concrete examples, step-by-step insights, and measurable outcomes. 

Bullet Points of Key Topics + Chapter Markers: 

Topic #1 Breaking Down the CRM Transformation [07:02] Mehak Chowdhary delves into the problem of visibility of who's where in an actual funnel. She recalls receiving an Excel sheet when she asked for data, highlighting the chaos and inefficiency. Mehak refers to this as the "copy paste monster," emphasizing the lack of data traceability and qualification. This moment is pivotal in transforming the process into a structured CRM framework. 

Topic #2 Evolving the Ideal Customer Profile [09:34] Mehak Chowdhary shares the importance of starting with the basics and evolving the ICP over time. She explains, "first up was that, if, is there a way to take this ICP and put it into the CRM system in a way that you're able to understand who they are," highlighting a step-by-step enhancement of understanding customer behavior. Brandi Starr affirms this by acknowledging the gradual ticking away at the ICP to gain a clear understanding of customer data. 

Topic #3 Navigating Sales and Marketing Alignment [29:48] Reflecting on overcoming challenges, Mehak Chowdhary highlights, "the fact that the teams could align and work together, the point that you were alluding to, that sales and marketing come together, that's really a game changer for companies if done well." This alignment is crucial for seamless operation, demonstrating how bridging departmental divides was a decisive factor in their success. 

What’s One Thing They Would Do Differently  

Mehak’s ‘One Thing’ is to invest in implementing CRM and automation right from the start. "Please invest the time and the money in a CRM and some good people. If you could think in terms of technology, you'll also build a lot of clarity and question yourself on how the whole process is going." This involves thinking strategically about your customer profiles and translating them into actionable data within your CRM system, allowing for the creation of well-planned systems and continuous optimization in your revenue processes. 

Buzzword Banishment 

Buzzword Banishment: Mehak’s Buzzword to Banish is the phrase 'secret sauce.' Mehak dislikes this term because she feels it suggests there is some sort of proprietary magic formula behind success, which undermines the hard work marketers put into learning about the industry and optimizing the marketing funnel. It implies that success comes from a mysterious trick rather than well-planned systems and continuous optimization. 

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Transcript

Brandi Starr [00:00:35]:
Hello, hello, hello and welcome to another episode of Revenue Rehab. I am your host Brandy Star and we have another amazing episode for you today. In traditional therapy we learn just as much from others breakthrough as we do from our own. And so today we we will explore how Mehak Chowdhury turned a major marketing breakdown into a breakthrough. When they took over the lead flow was a total mess and things were being manually copied into Excel. No CRM, no real qualifications, just chaos. Instead of patching things up, she built something even better. A high converting automated pipeline powered by their route to qualified lead framework.

Brandi Starr [00:01:27]:
And so if you are tired of chasing junk leads and want a pipeline that actually delivers revenue, don't miss this case study. So with 15 years experience in marketing, growth and brand strategy, Mehak has built and scaled businesses across sports, climate, tech, SaaS and E commerce in Europe, the US and Asia. Growing up with an army officer father meant constant travel, learning how people and cultures shape behaviors. An early master class in audience psychology that set the foundation for her career. Mehak is broadcast, was in broadcast journalism and later moved into global marketing and and so from scaling a multimillion dollar climate tech pipeline to launching motorsports most ambitious talent program, her work sits at the intersection of audience insight, strategic growth and making and market making narratives. Welcome to Revenue Rehab. Your session begins now.

Mehak Chowdhary [00:02:36]:
Hi there and thank you so much for having me. I'm looking forward to quite an enlightening discussion going ahead.

Brandi Starr [00:02:41]:
Yes, your background is really impressive and what you've been able to accomplish in your career is equally as impressive. But before we jump into that, our industry loves its fancy jargon. But let's be real, some of these buzzwords are just fluff and they can hold us back more than they can help. So what's one overused buzzword that you'd love to see erased from from existence?

Mehak Chowdhary [00:03:12]:
So I know that you asked this to all your guests and I was actually thinking of, you know, a few that are constantly repeated in my industry. Low hanging fruit, growth hacking, ecosystem things that your guests have brought up. And then last week I was in a conversation with a company for a short term project and they asked me a question that's put up the new buzzword that I dislike when they asked me what is My secret sauce.

Brandi Starr [00:03:36]:
So.

Mehak Chowdhary [00:03:40]:
To me secret sauce is almost like there's some sort of proprietary magic formula behind success. You know, that I'm going to come in and implement and do a bit of voodoo and, you know, and hocus pocus and things will work out. And I think in some ways it really undermines the fact that a marketer gets in, learns a lot about the industry and about the marketing funnel that a company is using and then really works hard to optimize.

Brandi Starr [00:04:05]:
I was gonna say, yes, I, I am one of those people who is definitely guilty of overusing the phrase secret sauce. And honestly I never thought about it that way. But you do have a good point in that it, that does sort of frame it as if we've got a recipe for success. And it truly is never that easy. So I'm definitely gonna have to work to not use that one. But I can at least promise for this discussion not to say secret sauce. How about that?

Mehak Chowdhary [00:04:39]:
That works. In fact, you know, on that my approach is slightly different. So I work with Formula 1 licensed product and they're one of the team principals. Working with Mercedes during the period that Lewis Hamilton was winning a lot of seasons told me that across the various seasons they didn't focus on building a new car. They actually focused on a 1% improvement around or along multiple aspects of the car. And that's what gave me the, gave them the winning formula. So in a six season championship, the winning driver was not driving six cars, he was driving 102. Car Evolution.

Mehak Chowdhary [00:05:15]:
And I think these micro optimizations that they were talking about, that's just so relevant to the way we work as well that when it comes to sales and marketing, it's really about success being the result of well planned systems, continuous optimization and no mysterious trick.

Brandi Starr [00:05:32]:
I, I love that. And that is such a great analogy. I definitely might have to steal that one in the future. So now that we've cleared out the fluffy stuff, let's get into the real stuff which is your big win. So let's start at the beginning. I know that you saw the challenge when you took over the role, but what, how did you recognize like what challenges were you facing and how did you know that you had that problem?

Mehak Chowdhary [00:06:02]:
So we had a problem of visibility of who's where in, in an actual funnel, we had a problem around traceability. So who came from where, how did they progress, what's the time frame? And we had a complete lack of data. And I think the point that you brought up at the beginning, that when I asked for all of this I received an Excel sheet. Now I have nothing against, you know, the right formula tool, but this was a copy paste monster, as I've started to call it. Where, you know, every update was manual fields were not cleanly set out so you really couldn't run reports. And so it was just an inefficient. To me this was not just preventing the team from seeing data, but it was preventing the team from seeing patterns and blockages. So really it was a question of we need to build this out and then when we build it out we need to understand where the problems lie and how can this process get improved.

Brandi Starr [00:07:02]:
Okay, and so thinking about, so you said visibility into the funnel, traceability of, you know, what was actually happening, where people were coming from and lack of data. And so was that your initial understanding of the problem? I know quite often like, you know, we think we have one problem and then as we get into it we realize that it's something altogether. So did you have a clear understanding of what the challenge was from the beginning or did that evolve over time?

Mehak Chowdhary [00:07:34]:
I think it evolved over time. I think you start by having a certain degree of frustration at not being able to see the origins of leads or the context and not being able to then understand how to make them progress and also not having access to data. So the frustration starts there, but then as you begin to work along naturally you end up finding different issues that arise. Or again the whole idea is you're looking at how can I improve conversion or how can I minimize effort within the same conversion? So where can automations take over? How can we make this whole system more efficient? So as you start going along, once you have a CRM in place and not an Excel, then you begin to ask all the right questions and fortunately you have data and segmentation to be able to pull that information out for you.

Brandi Starr [00:08:23]:
Okay, and so once you identify the issue, like what was your process? Walk me through how you started to fix this because you completely transformed things but obviously that didn't happen all at once.

Mehak Chowdhary [00:08:40]:
Yeah, that's true. And, and I won't go through the build process, but I'll tell you, I started with, with what I call the routes to qualify lead. And first up was the question of what I call the compass that have we set clear coordinates, especially keeping in mind the ideal customer profile. So we end up doing a lot of work as an organization around building the icp. And especially when you're talking about scale up, sometimes the icps can be large, so the ICP can end up, spreading across multiple industries, several job titles, until you find who the right fit is. So first up was that if, is there a way to take this ICP and put it into the CRM system in a way that you're able to understand who they are, how are they behaving, you're able to understand which ICPs are working for you and which ones are not. So it's really about transforming the concept of an ICP into something actionable inside the CRM.

Brandi Starr [00:09:34]:
Okay. And that, you know, I think that is a really great point and I want to dig into that a little bit, but because this is something that I see so many companies not doing well. Like, I have talked to organizations and most have some clear, documented, this is our icp. But when I ask how does that show up in your data? Like, how can I really identify in your CRM system which of your contacts actually align to the icp? Whether it's at the contact level or the account level, depending on the business, they don't necessarily have the clear data points to be able to show that or even to understand how much of their database is actually aligned to their icp. And if that number is small, what do about it? And so was there data that you had to start capturing that you weren't or start using differently? Like, talk to me a bit more about how you more tactically understood who the ICP was in the CRM.

Mehak Chowdhary [00:10:44]:
So purely from a CRM perspective, I think you've got to ask yourself some questions, some very initial questions around what are the industries that they're sitting in? And with a couple of businesses that I've, I've worked with, but, but the one we're specifically talking about, the industries were spread at that point, we didn't know what the company size could be. So the customer profile was really across small, medium and large. Again, we were slightly region agnostic. Of course, we couldn't cater to the whole wide world, but there was still a large amount of region that we could reach out to. And then there were things like age group, because we were looking at tech adoption, especially new tech adoption. So there was a hypothesis that potentially a younger audience would be faster at adopting new technology. So it started by just getting these basics in order, building a filter and ensuring, you know, the moment somebody ticked multiple boxes as, yes, they were now fitting into an icp. But of course, as we went along six months in, eight months in, there were more questions.

Mehak Chowdhary [00:11:40]:
But if you start somewhere, you have room to ask more questions. So the team wanted to understand okay, what's the revenue that they have? Or how much of their, what percentage of revenue is invested towards something? Or what's the kind of electricity being used? Because this was around cleantech. So what's the electricity mix in the region that's being used and what are the prices that they're investing in for certain products? So all of that started to go in and the ICP really started to get narrower and more evolved. But to evolve, you have to start somewhere.

Brandi Starr [00:12:09]:
Yeah, and I think that's also a good lesson to take away in using another buzz phrase. We don't want to try to boil the ocean. And so often there are like so many questions that we want to have answers to. And it's important to just start with the basics, be able to answer those basic questions and they naturally lead into more detailed questions and getting more specific. And so, you know, we always talk about like that audience of one for your ICP and you really don't get there overnight. And I really like the approach that you took of like, okay, here's what we know. And then once we can look at that, we can over time start to, you know, almost tick away at that a little bit to now, okay, we've got a crystal clear idea of who our ICP is and how they show up in the data so that we can better identify them. Is that a fair summary?

Mehak Chowdhary [00:13:10]:
Yeah, absolutely. You've got that spot on. And I think an evolution is really the, the core there. So if you're going to try and answer 15 things at the outset, you probably need to ask yourself, why do I need all that information? And maybe some companies are further along and are clearly aware of why these 15 pieces need to come together perfectly to then form an icp. But by and large, the process of evolution just allows you to have a little more room. Sometimes I notice with B2B SaaS, companies that they tend to have a very specific target list which may or may not be ICP based. And they say these are these 60 enterprise clients that we need no matter what. And I think you end up getting tunnel vision there as well.

Mehak Chowdhary [00:13:48]:
So there has to be a balance in how you approach and probably this way of ensuring that your ICP reflects in one way, then a little more and then a little more. It just allows you to learn as you go along.

Brandi Starr [00:13:59]:
Okay, so keep you started talking about your route to qualified lead framework. I want to get back to that so that we can get, get deeper into what that entails.

Mehak Chowdhary [00:14:12]:
So next step, I think, and this is where marketing gets involved is that not everything is a qualified lead. So I'm extremely particular on what gets the beautiful queue next to it. And not everything that comes in is qualified. I know in a lot of organizations, and while this is very basic, but a white paper download gets into a qualified lead and they're not qualified that you've got a fantastic piece of content that somebody wants to engage with. But they're not a lead. They're just a contact who you can probably nurture and engage and discuss with or, you know, you have an influence circle. But that, that's not the same as, let's say, somebody downloading a product specification sheet. Now, in the company, when I was looking at it, all downloads were given the same intent score.

Mehak Chowdhary [00:14:59]:
But a white paper download and a product spec sheet download are two very different levels of intent and qualification. So it's also about cleaning up how you look at qualified leads.

Brandi Starr [00:15:10]:
Yeah, and that is something that, you know, if I think back to when lead scoring first became a thing, it started with some capabilities in the marketing automation platform and, you know, with predictive analytics and intent and all those things. It has evolved a lot. But at the core of it, it really is identifying what are these actions that makes someone ready or likely to be ready to engage with sales. And I, you know, saw so many people and still today see so many organizations go with those more generic terms of like they had a download and it's like, okay, but you know, or they had a webinar view or a video view. It's like, okay, well, a demo video and, and a thought leadership video, like, very, very different. And so to your point, getting to that level of granularity is really key. And so I'm curious, when you were identifying what those actions were, did you make some safe assumptions around what leads more to qualification or did you have data that you saw from past opportunities that were indicators for you?

Mehak Chowdhary [00:16:32]:
So we didn't have past data. It's a new organization building out almost a new category of product. So there isn't even benchmark data out there. But yeah, we started with a few assumptions. So again, we put a ton of downloads, we put them gated, we put them ungated so we could measure intent. You look at a white paper download, like I said, a thought leadership download versus a product spec sheet, even with something as simple as a contact form. We built out two contact forms. So one was as was basic.

Mehak Chowdhary [00:17:04]:
You know, it just took your, your details, your. A little bit of context of where you found us or where you work or what's the industry that you're from? And then we built a slightly more complex form. You know, the kind that I'm very impressed by how solar companies do this, where they actually ask to address the size, the location of where your place is, et cetera. So we, you get into complexity that needs you to pause a moment, research what you are and then come back. And again, because we're in hardware tech, you need to build a site, which means you've got to calculate how much area is available, how close are you to a certain energy source, etc. And while both are called contact forms, they're two extremely different intents in both the forms. So someone who spent two minutes filling in his or her details versus someone who spent almost 15, 20 minutes getting some of those facts in there and then they would go separately. We didn't do a lead score because personally I've stopped becoming a fan of it.

Mehak Chowdhary [00:17:58]:
But what we did is because again, the touch points can vary, the context can vary, there's just so much variable there. So instead we just ensured that every lead that came in through, let's say a certain form or a download was just assigned differently. So even within qualified leads you had buckets of qualification.

Brandi Starr [00:18:17]:
Ah, I like that. And yeah, I would say, you know, lead scoring has its value in context because there are always challenges with every form of scoring model. And I, I like that you are just looking at the levels of qualification and identifying what that follow up is. And I know that, you know, there are different, like if I look at some companies, they've got marketing development REPs and those MDRs focus on things that are a bit less qualified versus your AES that you want, you know, they would be the ones you want calling on those people who filled out all of those details to give the them specs. And so talk to me a bit more around how that showed up because I know you said it was a smaller company, so were there different people to follow up? Were there just different plays that they ran based on the qualifications? Like what was, how did you actually, you know, operationalize that on the back end?

Mehak Chowdhary [00:19:24]:
So that brings me to really the third aspect that I was working on. I, I call it the litmus test, but it's basically engagement that then validates intent. And you're right to say that one size doesn't fit all. And a lot of organizations tend to have different people pick up from, from different intent based leads. I'll give you the specific example of an event that we carried out last year. So this Was a, this was an industry, you could say an exhibition come conference that we attended. And so typically what happens at such an event is that when you're exhibiting, you have a booth and you've got your sales reps there and they're having conversations with people. Then you've got a whole bunch of people who come look, maybe take a document, drop in a visiting card or fill up a digital, you know, the new scan, the QR code kind of cards.

Mehak Chowdhary [00:20:15]:
And then we had the CEO speaking at the conference as well. And so he ended up engaging with a lot of people as well. He was in a panel and then a speaking opportunity and now all those three make it into the CRM. But there are different levels of qualification. So the networking conversations that the sales team carried out, they were then given. They weren't put into any automations within the system. Sales was allowed to handle them how they wish to. And if sales then want to put them through an automation process, they could.

Mehak Chowdhary [00:20:46]:
The business cards that we collected, they were put into a standard nurture route. So you know, they were informed more about product specifications and thought leaderships in a, in a more channeled and you know, and not, not too much of an aggressive manner. And now the CEO and the people he met, because these are not relationships that you can directly sell into. These are ones that you need to build and collaborate, you know, and co develop something with these ones. We, we conceptualized and built some webinars and panel discussions with these guests so we could put them and their entire followers into a different kind of flow. And from there we built the potential to look at business opportunities. So just as an example of how a single event can produce three very different levels of leads and then they can be dealt with in three very different ways.

Brandi Starr [00:21:37]:
Yeah, and that is, that is such a great strategy because so often I have seen people go to events, they're an exhibitor, they're a speaker. You know, sometimes they'll have like private dinners or coffees or whatever and they come back with a spreadsheet and that whole spreadsheet gets dumped into the marketing automation and you know, you've got the, just the same level of follow up and you know, the, the people who came by the booth because they wanted, you know, your free tchotchkes are definitely not going to have the same response or level of urgency as those people that had a meaningful conversation with, you know, a sales rep in a booth. And so I, I think that's really important for people to think about in, I talk a lot about orchestrating the journey. These are the levels of thoughts and decisions that I think people need to make. And so I'm sitting here just doing a dance internally because it, it's no surprise that the success and the outcome came from this. Based on the level of thought that you put into that.

Mehak Chowdhary [00:22:51]:
Yeah. Each prospect has to be nurtured in a way that matches their level of interest and then the potential value they could bring to you. So both those aspects need to get balanced out.

Brandi Starr [00:23:01]:
Yes. And so the, the litmus test is that the last step in the qualified. The route to qualified lead framework?

Mehak Chowdhary [00:23:11]:
Well, I have one more, which is what I call the bottleneck audit and which is why really building out the CRM was so essential, because you keep cannot see in, in any form of an Excel how the data has moved along. In fact, not all CRM systems also are letting you see that. And it's extremely important to understand how did the funnel behave and what's happening with, let's say, is there, when there is a drop in velocity, what is causing it? It's always and always a block at a certain stage and to understand what's causing that delay in that se. So stage I noticed this and this is with all due regards to all the sales people out there. But sales often sees the journey as a linear series of conversations with them, while in reality there's a lot happening between two touch points with a sales representative. And it's really important to try and understand what's happening, in which case then you need to go back and say, okay, what stage is causing the bottleneck? So is it really somewhere in the marketing nurturing? Has it been handed over? Is sales getting stuck, left better? Maybe they call a stage called contracting or maybe they call us. There is a stage around sending some data where are they stuck and then really trying to understand what can we do to unclog that pipe at that stage. So I think essentially what happens when a bottleneck comes is that you need to do more for the potential lead or customer to help them in their decision making.

Mehak Chowdhary [00:24:39]:
And that cannot always come through, let's say a sales follow up. You know the beautiful sales email. Hi, just wondering if you had a chance to look at my proposal or the documentation. And I often tell the sales team, what do you do after a call? And you tend to go and search the company's website, you tend to go and see their LinkedIn, you tend to go and see what else is happening in the market in their space. And similarly a customer is going to do exactly all of that. So we then try and identify what. First we hypothesize, then we learn. We also learn from customers what they did at a certain phase while talking to us.

Mehak Chowdhary [00:25:15]:
Then we use that really to build a nurture journey, to unblock the blockage.

Brandi Starr [00:25:21]:
Yeah, and I think that level of coordination between marketing and sales and really getting realistic about what the journey is is so important because, you know, there's all sorts of data and statistics. You know, I think right now it's up to 80% of the journey happens without, you know, sales being involved or before they talk to them. But then there's even sort of a part that we don't see in between interactions. Because in B2B there are, you know, the people who are engaging directly with sales. There are those people that they then take that information back to and you know, know they're having other internal conversations. I saw recently that the buying committee is up to as large as 22 people now, which it used to be averaging at seven, you know, so you think about all of those things that are happening. You're right in that we do have to think through what are those touch points? How do we make sure that they're getting the information they need outside of what the salesperson is actually doing? Because there's so much of that that is not going to be them responding to that proposal or, you know, not. They're not going to say, oh, hey, I'm talking to my colleague, or you know, I gave your info to 8 people and now they're googling you.

Brandi Starr [00:26:45]:
Like we can just see that in the data.

Mehak Chowdhary [00:26:50]:
Look, in economically uncertain times like we are now, especially, especially when there's a large investment or a long term commitment, everybody wants to de risk the investment. Right. So this can come through. The committee's gotten larger because everyone wants to be sure that they made the right decision. Everybody at this, at various stages, including, let's say the person who's signing the check, wants to de risk it from their level of understanding. So that's where opinions are important and I think that's where advocacy is playing a big role. So when we talk of things like social proof, you know, initially, when I started off almost more than 10 years back on really building out these sites and stuff, it was all about case studies. And I used to find them extremely boring things to do.

Mehak Chowdhary [00:27:30]:
Today they are so much more valid because everyone wants proof. And the moment you can build out a nice case study which talks numbers, so it's not just describing pretty things. But if you're selling products that are based on electricity, then what's the size, consumption, charge? If you know it's based on anything else really, what are the main metrics? How are they working, how are they delivering, what region? Hot, cold? You know, there's so many data points that you can talk about and when you name a company and you put a logo, everyone knows that the company has allowed it to be placed there. I think that advocacy really, really works in today's day and age. And I think that's, that's one of the biggest things we've done when it comes to nurture is to start putting those pieces in with a lot of authenticity.

Brandi Starr [00:28:13]:
Yes. And I do think that, that you know, especially with AI growing so much and so much being automated, that authenticity, you know, has always been important, but it is becoming more and more important in that that brand voice, brand value come a come across and you know, people really care now, or I won't say now, care more about who they're doing business with and what they value. And so I'm really curious, as you went through this process, were there any roadblocks that you ran into in trying to move, you know, and trying to get to your end state and how did you navigate that?

Mehak Chowdhary [00:28:58]:
So this time around I was extremely fortunate to have a lot of buy in from the sales biz dev team. We also had teams that were looking at proposition and strategy and there was an immense amount of buy in. So actually the progress that we made when it came to pulling out data or implementing techniques was almost done in half the time that I had anticipated and that was fantastic. A few years ago I'd done exactly the same formula for another company and there was absolute resistance from teams to change the way that they had been working or to look at it and to make that extra effort for data hygiene, especially where a ton of data sets are required. So. So this time around, I think the fact that the teams could align and work together, the point that you were alluding to, that sales and marketing come together, that's really a game changer for companies if done well.

Brandi Starr [00:29:48]:
Okay. Yeah. And that, you know, it is, it's crazy to me how much misalignment still exists between some marketing and sales companies. But that's a different discussion for a different day. I know going through, you talked about how initially you made some safe assumptions because you didn't have data. And then as you know, you started getting things going, you went back and refined based on what was actually happening. I'm curious, how big was the difference between what your initial assumptions were versus what the data showed.

Mehak Chowdhary [00:30:28]:
We weren't too far off. I think anybody is 20, 30% off. So we had that much. I think what we learned was that there were gaps in our information which is why we went back and evolved and added more data sets. So we felt that in the conversation if we knew some things early on, they would have informed certain decision making or they would have led to the qualification and the process a bit different. So essentially we found gaps or shortages in what, what we needed as data. I think the big advantage was every lead came with insight. So there was a lot of history around their pain points.

Mehak Chowdhary [00:31:00]:
Then 10 signals we built in a fixed format for notes. So it was a constant learning process really for us.

Brandi Starr [00:31:06]:
Okay, and so what was the overall outcome? You know, what was the measurable impact of going through this exercise and really putting in place the route to qualified lead framework?

Mehak Chowdhary [00:31:21]:
Because this was being built from scratch and we didn't have data. I think step one was there was a beautiful report that could be seen, that was discussed, that was talked about. You could talk about, let's say, you know, why, why is revenue slow in this quarter versus the previous one? You could understand that, okay, June, July, August are slow months. So we are incorrectly estimating that, you know, revenue will be evenly spread out across all quarters or across months. So, so there were a lot of learnings there. I'm sure by the end of this year we will have some more considerable metrics. But to be very honest, there was very visible momentum that picked up after us having all of these things implemented. And then of course the fact that because you have information on history, pain points, you can start putting them into buckets, you're able to put in a lot of automation that sales doesn't physically need to do.

Mehak Chowdhary [00:32:12]:
So they enjoy the fact that, oh, these things can be set as to day five, day seven, some if, if, you know, if then else kind of clause is put in. So. So for sure there's been a massive growth in pipeline. We'll measure year on year at the end of this year. But they've clearly witnessed a large growth.

Brandi Starr [00:32:30]:
Okay, yeah. And I think that is one of those things that, you know, number one, I love a good sexy report. But beyond that, I do think it's one of those things that people don't always think about. Like when it comes to being able to have automations and, and really getting the value out of all the technologies that we pay for, there's a lot of underlying fundamentals and Work that has to be done to really understand the buyer, the buyer journey, what the needs are. And once you have that data and understanding, then you can safely do some automations and reduce the human effort. But you gotta go through the hard work that you put in. And about how long was this process from you for? You know, from when you started from that, you know, that one messy spreadsheet to having, you know, your, your great report and insights and really being able, you know, I know it's an evolutionary thing, but that initial first phase of really getting to a solid point, how long did that take?

Mehak Chowdhary [00:33:36]:
So I had expected it to take about six months to go from phase one to phase two, but it took us about a little under three tree and then we went through the next evolutionary phase within the first six months. So I think that was much faster. And again to the point that there was a lot of sales buy in and so their lessons, their inputs came in much faster and we could really do a, you know, build a well oil machinery in that sense.

Brandi Starr [00:34:00]:
Okay, that is awesome. It is always great when things go faster than expected as opposed to slower. And so one of the best parts of learning from others is really understanding what really made the difference. And so before we wrap up, let's make sure that our listeners walk away with insights that they can use right away. And so if you had to do it all over again, what's one thing you do differently?

Mehak Chowdhary [00:34:31]:
I would have made the CRM investment right at the start because you already start thinking about ideal customer profiles and how it translates into your technology right at the outset. So I would not allow a copy paste Excel function. So I would build in as much automation as possible. It not only reduces the load, but it really allows you to think very clearly. So if you could think in terms of technology, you'll also build a lot of clarity and question yourself on how the whole process is going. And I would have had two very strong people with me who could strategically understand what's being done and operationally deploy it as well. So I think to anybody else who's out there learning or figuring what to do, please invest the time and the money in, in CRM and some good people.

Brandi Starr [00:35:17]:
Awesome. I appreciate that and you are definitely preaching to the choir. That is one of the things that we do is, you know, and it's so funny, like it's almost some. Sometimes I end up having conversations and I'm like, ah, this feels like a, you know, like a, like a, a customer testimonial. Even though you're Not a customer. But. No, but, but seriously, it is one of those things that, you know, when we've gone through similar processes with clients, it is, you know, having brought in a lot of the expertise from having done it with other people and the gotchas and things like that, and then also being able to move faster and scale. So, you know, for anybody who is going through this exercise, I definitely echo the need to have, you know, really strong people who can help, you know, guide you through this strategically and operationally.

Brandi Starr [00:36:12]:
Well, this has been such a good conversation and every good session ends with a plan for progress. And so I'd love to, to. To share. Share. How can people connect with you if they, you know, want to stay connected and continue to learn from you?

Mehak Chowdhary [00:36:30]:
Yeah. So if, if you're a business owner with a, with a growth or revenue challenge or a marketer who would love to talk some, some more about building this out, I'm available on LinkedIn and I'd be happy to connect. So I'm sure you've got the LinkedIn details down there and we can.

Brandi Starr [00:36:43]:
Yeah.

Mehak Chowdhary [00:36:43]:
And just, just reach out to me and I'm happy to talk.

Brandi Starr [00:36:46]:
Yes. So wherever you are listening or watching this podcast, check the show notes and we will link to Mehak's LinkedIn. Well, thank you so, so much for joining me today. I have truly disco enjoyed the discussion. I'm getting tongue tied here at the end.

Mehak Chowdhary [00:37:05]:
Thank you so much. So you understood what's my secret sauce?

Brandi Starr [00:37:09]:
Yes, we know. And you know, it's funny, I wasn't gonna say it, but I was like, this route to qualified lead framework does sound like the secret sauce. Well, again, thanks everyone for joining me. I hope you have enjoyed my discussion. I can't believe we're at the end. Until next time.

Mehak Chowdhary Profile Photo

Mehak Chowdhary

CMO

With 15 years of experience in marketing, growth, and brand strategy, I’ve built and scaled businesses across sport, climate tech, SaaS and e-commerce in Europe, the US, and Asia. Growing up with an Army officer father meant constant travel, learning how people and cultures shape behaviors - an early masterclass in audience psychology that set the foundation for my career.

I started in broadcast journalism, covering sports and mainstream narratives, shattering plenty of gender-based glass ceilings on the way; before moving into global marketing—leading brand, commercial, and content strategies high-growth or high-ambition companies. From scaling a multi-million dollar climate tech pipeline to launching motorsport’s most ambitious talent program, my work sits at the intersection of audience insight, strategic growth, and market-making narratives.

When I’m not working, which is rare, I’m either relaxing with a swim or travelling to gather new experiences.