Case study · Education
Augustine Institute turned scattered lead data into one sales engine across three product lines.
Native helped Augustine Institute build two agents that unify its lead data, match each institution to the right product and run the outreach, while people keep the high-value conversations.
The sales team no longer builds lead lists by hand from spreadsheets and PDFs. Campaigns launch faster, and high-value leads reach a person straight away.
About Augustine Institute
Augustine Institute is the largest Catholic graduate theology school in the United States. It also runs Formed, a digital platform that serves over 5,000 parishes and more than 1 million subscribers.
The challenge
Leads came from many places and needed careful qualification. The data sat in HubSpot exports, Excel files and PDF directories, and the PDFs needed OCR before anyone could use them.
Consolidating and deduplicating it by hand slowed every campaign. The messaging also had to fit Catholic theological and pastoral norms, and the team had little technical bandwidth to build a system of its own.
What we built
How it works
- 01IngestLead lists arrive from HubSpot, spreadsheets and PDF directories, and the PDFs go through OCR.
- 02Clean and enrichRecords are deduplicated, normalised and enriched, and each is tagged as a parish, a school or a diocese.
- 03MatchEach institution is matched to the product line that fits it.
- 04Reach outSegment-aware campaigns go out for each product line.
- 05RouteHigh-value leads go to a person, and the rest can buy through self-checkout.
Results
HubSpot stays the system of record, and the team has the documentation to run and extend the system itself.
