Chloe Consulting

BECAUSE WE UNDERSTAND THE REALITY BEHIND THE RENEWALS.

What We Build for Insurance Companies That Need More Than a CRM

Every Insurance we meet says the same thing: "We're not short on leads - we're short on time." That's where we come in. We design connected systems that think like you do - focused on renewals, relationships, and revenue. From long-form submissions to policy expirations, every workflow is mapped, measured, and managed inside HubSpot. No more chasing forms, retyping data, or guessing what's next. It's not automation for automation's sake - it's an operations strategy that earns its keep.

Learn How Chloe Streamlined
Pro Insurance Group

Here's what happens when systems sell as hard as your producers do.

20hrs

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

7000

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

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

+100

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

Vitamin Software

Full HubSpot CRM Implementation & GTM Foundations Healthcare Dev Agency

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Situation

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

Solution

We implemented HubSpot from the ground up—building custom pipelines, lifecycle automations, and tracking systems across sales and marketing. We also stepped into a fractional leadership role to define GTM strategy, lead hiring, and coach the team through launch.

Results

CRM workflows are fully live, sales and marketing are aligned, and the company now has an internal team—including a top-tier marketer and lead gen specialist—to scale the next chapter.

Be a Winner

What Our Clients Are Saying

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

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. From custom video outreach to prospecting with tools like Jungle Scout, she built a system that made our outreach actually convert. 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

Chloe's team stepped into the Fractional Director of Marketing role at a critical time for Vitamin.

We needed a new visual identity, and we needed to stand up a marketing team for the first time in the company's history. They demonstrated the ability to start with a blank sheet of paper, and demonstrated the ability to have mature conversations around tough topics, both with me and with my leadership team. She instilled a sense of urgency and a positive energy in the team. I think Chloe's team contributed the most by hiring. They were able to find us an extremely talented marketer, and an extremely talented lead gen specialist.