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How RevPartners Helped Proper AI Cut Acquisition Costs & Boost Qualified Demos

47%
increase in qualified booked meetings
45%
increase in demos held
20%
reduction in cost per qualified demo

Customer Info

Proper AI is an accounting platform built for property-management and real estate companies. They blend AI automation with a team of experienced accountants to handle everything from A/P and A/R to trust accounting and monthly reporting.

As their inbound interest grew, Proper AI wanted a clearer picture of who was engaging with them and how to put the strongest opportunities in front of their team faster. They also saw a chance to sharpen their targeting and enrich the data landing in HubSpot.

That’s where RevPartners came in, to help add even more clarity, precision, and automation to their go-to-market engine, matching the same level of accuracy they already bring to their customers’ books.

The Challenge

Proper AI’s inbound channels were generating plenty of activity, but the team wanted more visibility into which leads were actually qualified and ready for a conversation. Paid traffic from Meta, Google, and LinkedIn was strong, but it wasn’t consistently turning into demos or deals.

Three things were getting in the way:

1. Targeting Precision
Ads were reaching the broader real estate world, not specifically the property-management companies using the PMS platforms Proper AI serves.

2. Data Integrity
Some CRM records were incomplete or duplicated, which made it harder for SDRs to know who to prioritize.

3. Invisible Demand
A lot of qualified companies were visiting the website without filling out a form, meaning valuable interest signals weren’t being captured.

Proper AI needed a cleaner, more reliable way to identify the right accounts, validate contact data, and connect their ad spend directly to revenue outcomes.

The Solution

RevPartners helped Proper AI build a clearer, more efficient inbound engine using HubSpot, Clay, BuiltWith, and Vector.

The goal was simple: better targeting, cleaner data, and full visibility from first click to closed deal.

1. Pinpoint Targeting with BuiltWith + Clay

RevPartners began by creating a precise list of the companies Proper AI actually wanted to reach, which was U.S. property-management firms using the PMS platforms they support. Using BuiltWith inside Clay, the team:

  • Identified companies using the target PMS technologies

  • Removed child entities to keep only parent companies

  • Enriched each account with firmographic details like size, industry, and location

  • Synced the refined list into HubSpot for ads and segmentation.

    This shifted Proper AI’s paid targeting from broad real estate audiences to verified ICP accounts, making every ad dollar work harder.

2. Bi-Weekly Contact Validation + Enrichment

Every two weeks, Proper AI shared new contact lists for validation. RevPartners used Clay to:

  • Verify email and phone accuracy

  • Fill in missing fields such as office numbers and job titles

  • Standardize data for clean syncing into HubSpot

    The enriched contacts were then routed to SDRs automatically, giving them complete, accurate records without the manual cleanup.

3. Website Visitor Reveal with Vector

To capture hidden interest, RevPartners activated Vector’s Website Visitor Reveal, fully integrated with HubSpot. Instead of relying only on form fills, Vector:

  • Identified companies visiting the site

  • Enriched those profiles in Clay

  • Assigned qualified accounts directly to SDRs

    This created a steady stream of warm, high-intent accounts—the kind that are ready for a real conversation.

4. Optimization Around Real Revenue Metrics

Throughout the engagement, RevPartners monitored key performance indicators inside HubSpot such as demos held, QBMs, cost per QBM, and closed-won deals. These insights helped Proper AI fine-tune ad budgets and focus on the channels and audiences that were truly driving revenue.

The Impact

After just one quarter, Proper AI saw stronger inbound performance across every part of the funnel, with more qualified conversations, better conversion rates, and a meaningful drop in acquisition costs.

inbound demos held-1
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inbound qbms
 

1. Better Efficiency

Proper AI lowered its cost per QBM by 20%, getting more qualified opportunities from the same ad budget. Clean data and sharper targeting meant SDRs were spending more time talking to the right people and less time chasing incomplete records.

2. Higher-Quality Pipeline

By Q3, Proper AI was seeing its strongest inbound pipeline yet:

  • 47% more qualified meetings

  • 45% more demos held

  • More consistent progression from lead → demo → QBM

    Vector’s reveal play also added a new stream of warm accounts, companies showing real intent that weren’t filling out forms.

3. Real Revenue Results

Closed-won deals rebounded in a big way, rising from 3 in Q2 to 14 in Q3. This showed that the improvements were translating directly into revenue.

inbound closed won deals
Schematic - Switch Box

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Does your revenue engine need built, fine-tuned, or supercharged?

To learn more about how to continuously improve operational efficiency and identify the gaps in your customer experiences, see what RevPartners can do for you!