---
title: Case Study Page
---

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[HubSpot](https://chloeconsulting.co/hubspot-page?hsLang=en)[Services](https://chloeconsulting.co/services-page?hsLang=en)[Chloe Portfolio](https://chloeconsulting.co/portfolio-page?hsLang=en)[About Chloe Consulting](https://chloeconsulting.co/about-us-1?hsLang=en)[Contact Chloe](https://chloeconsulting.co/contact-us?hsLang=en)[Blog](https://chloeconsulting.co/chloe?hsLang=en)

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![hf\_20260805\_181220\_7b36b65b-5a76-41bb-8458-6dfa469d53e9 (1) 1](https://chloeconsulting.co/hs-fs/hubfs/hf_20260805_181220_7b36b65b-5a76-41bb-8458-6dfa469d53e9%20(1)%201.png?width=857&height=828&name=hf_20260805_181220_7b36b65b-5a76-41bb-8458-6dfa469d53e9%20(1)%201.png)

CRM AI ENABLEMENT

# From 200 hours of OTA management work to a fully automated inquiry system

One of the biggest luxury short-term rentals in Chicago was running on inefficiency instead of insight. Inquiries coming in from OTAs, direct channels, building partners, and returning guests, but no unified system to understand who was booking, why they were booking, or how fast the team was responding. Operational excellence was there. Revenue intelligence wasn't.

[Give Me My 200 Hours Back](https://chloeconsulting.co/contact-chloe?hsLang=en)

![hf\_20260805\_182935\_ed763c18-8ebf-4915-8250-b97650f79786](https://chloeconsulting.co/hs-fs/hubfs/hf_20260805_182935_ed763c18-8ebf-4915-8250-b97650f79786.png?width=1024&height=1024&name=hf_20260805_182935_ed763c18-8ebf-4915-8250-b97650f79786.png)

Because guests know the reservation — but your system  
should know the guest, the booking partner, and the entire  
journey.

## How Chloe fueled a luxury short-term rental commercial engine

The team couldn't reliably answer simple operational questions:

- Where do our highest-value reservations come from?
- Which building rentals bring the biggest profit?
- How many inquiries do we lose to slow response, on an individual level?
- Why do guests return and which guests leave reviews?
- What actually drove revenue: OTA exposure, direct marketing, or partner communication?

[See the BANT agent](https://chloeconsulting.co/contact-chloe?hsLang=en)

![hf\_20260805\_182732\_ad11c024-f433-4213-ab4e-ec7f0891c094](https://chloeconsulting.co/hs-fs/hubfs/hf_20260805_182732_ad11c024-f433-4213-ab4e-ec7f0891c094.png?width=1024&height=1024&name=hf_20260805_182732_ad11c024-f433-4213-ab4e-ec7f0891c094.png)

Because guests know the reservation — but your system  
should know the guest, the booking partner, and the entire  
journey.

## How Chloe fueled a luxury short-term rental commercial engine

Chloe designed a unified HubSpot architecture built specifically for luxury short-term rentals. One that consolidates the difference between B2C guests, B2B building owners, and corporate clients. The entire journey became measurable for the first time: every inquiry, response time, booking made, every ticket raised during the stay, and every post-stay review, stitched together into one clean system.

Then Chloe layered in intelligence. Rate negotiations are tracked from first outreach to signed agreement. Repeat guests are recognized the moment they return. Reservation probability is no longer a guess but a measurable signal. And for the first time, revenue can be attributed to its exact source, an OTA, an ad campaign, or a referral partner.

When Chloe builds the system, your reservations finally have context, your team finally has clarity, and your entire commercial engine finally has control.

**Complete visibility from inquiry → reservation → stay → review → revenue.**

[See the BANT agent](https://chloeconsulting.co/contact-chloe?hsLang=en)

The results

## What changed after go-live

Numbers this project delivered after the AI-driven CRM automation went live.

0 hours

Saved weekly by automating intake forms, lead qualification, and renewal follow-ups through connected Jotform–HubSpot workflows.

0

Contacts reactivated through segmented nurture campaigns for B2B, B2C, and Entertainment audiences.

0

Industries fully automated, each with unique Jotforms that route submissions instantly to the right pipeline in HubSpot.

\+0

Fields mapped per form, turning every submission into a structured PDF ready for carrier review and processing.

![image 37](https://chloeconsulting.co/hubfs/image%2037.png)

## Full HubSpot CRM implementation & GTM foundations

Every one of these ships documented, tested against your real data, and owned by  
your team — not us.

### Situation

Vitamin Software, a product-development agency serving healthcare clients, was rebranding and launching its first marketing department. They needed a new visual identity, foundational CRM infrastructure, and support standing up a team — fast.

[Learn more](https://chloeconsulting.co/contact-chloe?hsLang=en)

### Solution

We implemented HubSpot from the ground up. Custom pipelines, lifecycle automations, and training across roles. We also stepped into a fractional leadership role to define the strategy, guide hiring, and coach the team through the build.

### Results

CRM workflows are fully live, sales and marketing are aligned, and the company now has a clear playbook and a lead-gen engine. Enough to scale the lean model.

[See the BANT agent](https://chloeconsulting.co/contact-chloe?hsLang=en)

What our clients say

## Hear it from the people who use it

![Taylor](https://chloeconsulting.co/hubfs/Taylor.jpg)

Chloe's lead gen system completely changed how we grow Better AMS.

We work with 7- and 8-figure Amazon sellers, which is a niche, high-bar market—and her system got us in the door with them, fast. Within 30 days, we booked 3 to 5 sales calls with top-tier sellers doing over $3M/month. One of those turned into the biggest retainer we've ever closed—$5K to $6K/month. Her process is structured, repeatable, and super sharp. If you're an agency or service provider in the Amazon space, I highly recommend working with her. It works.

Taylor Benterud

Co-Founder @ BetterAMS

## Marketing blames Sales. Sales blames the CRM.

We fix the system — so everyone stops pulling in the same direction.

[Book your free CRM audit](https://chloeconsulting.co/contact-chloe?hsLang=en)

![Chloe the Pomeranian standing in a shopping cart filled with marketing materials](https://chloeconsulting.co/hs-fs/hubfs/enterprise-img.jpg.png?width=545&height=550&name=enterprise-img.jpg.png)

[![Chloe Consulting](https://chloeconsulting.co/hubfs/Group%2010.png)](https://chloeconsulting.co/it/?hsLang=en)![Chloe, la volpina di Pomerania](https://chloeconsulting.co/hubfs/Rebranded-chloe-footer-dog-transparent.webp)

**Services**

- [RevOps Strategy](https://chloeconsulting.co/services-page?hsLang=en)
- [HubSpot Implementation](https://chloeconsulting.co/hubspot?hsLang=en)
- [Marketing & Sales Automation](https://chloeconsulting.co/services-page?hsLang=en)
- [Custom Integrations](https://chloeconsulting.co/services-page?hsLang=en)
- [AI Content Creation](https://chloeconsulting.co/services-page?hsLang=en)
- [Copywriting & Email](https://chloeconsulting.co/services-page?hsLang=en)
- [All Services →](https://chloeconsulting.co/services-page?hsLang=en)

**Resources**

- [Chloe Portfolio](https://chloeconsulting.co/chloes-portfolio?hsLang=en)
- [Blog](https://chloeconsulting.co/chloe?hsLang=en)
- [Case Studies](https://chloeconsulting.co/chloes-portfolio?hsLang=en)
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**Company**

- [About Chloe Consulting](https://chloeconsulting.co/about-us?hsLang=en)
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![Chloe, la volpina di Pomerania](https://chloeconsulting.co/hubfs/Rebranded-chloe-footer-dog-transparent.webp)

The Barketing Note

 

## Ready to take your operations to the next level?

Let’s find the right solution for your business.

Leave your email and we’ll be in touch.

Let’s Talk

Prefer to talk to us directly? [Contact Chloe Consulting](https://chloeconsulting.co/contact-chloe?hsLang=en)