Case Study | Ohio Mechanical Services

Connected website, lead flow, and recruiting into one regional operating layer.

Foundari built a regional mechanical services affiliate's website and connected it to lead nurturing, lead distribution, and recruiting automation so the Ohio operation could support sales and talent acquisition from one system.

industry

Commercial Mechanical Services

company size

National Public Company Affiliate

systems used

Website, Lead Nurturing, Lead Distribution, Recruiting Automation

engagement type

Strategy, Brand, Systems & Automation

location

Ohio

The Challenge

A regional affiliate of a national public mechanical services company needed a modern website presence aligned to the larger national brand while still supporting local sales, recruiting, and operational needs. The Ohio team operated across the state but lacked the digital and workflow infrastructure to manage inquiries, distribute leads, and support talent acquisition independently.
what was getting in the way

The affiliate needed more than a website. It needed an operational layer that could handle the volume and complexity of a multi-market regional operation under a national brand umbrella.

challenges
  • No regional website aligned to the national brand that could support local sales activity.
  • Sales inquiries arrived without a system to nurture, route, or distribute them to the right teams.
  • Recruiting and talent acquisition ran manually, with no automation to support hiring workflows.
  • Regional leadership lacked visibility into lead flow, inquiry sources, and follow-up status.

Our Approach

Foundari treated the regional website as the front end of an operating workflow. The Ohio affiliate needed to represent a national brand while serving local sales and hiring needs. That made the work about more than presenting services: it also had to address what happened after a customer or prospective employee expressed interest.

The approach paired site development with two distinct workflow needs. Sales inquiries required nurturing and distribution to the appropriate regional teams. Recruiting interest required its own intake and follow-up support. Connecting those paths to the website made local action part of the design, while the site remained aligned with national brand standards.

The resulting scope brought regional presence, lead handling, and talent acquisition into the same engagement. The aim was to make the website useful to the people operating the business, with defined routes for incoming interest instead of leaving every handoff to manual coordination.

What We Did

what foundari changed

 Foundari treated the website as an operational asset, not just a marketing project. The engagement combined site development with workflow design so sales inquiries and recruiting interest could be routed, nurtured, and acted on more consistently across the Ohio operation.

solutions
  • New regional website for the Ohio affiliate aligned to national brand standards.
  • Lead nurturing workflows for sales inquiry follow-up.
  • Lead distribution automation to route inquiries to the right regional teams.
  • Recruiting and talent acquisition automation workflows.

The Outcome

The affiliate gained a stronger regional website presence plus a workflow layer to support both customer acquisition and hiring activity. The website now operates as an intake and routing system, not just a brochure.

Regional website launched.

 Modern website aligned to national brand standards with local sales and recruiting support.

Lead flow automated.

Nurturing and distribution workflows created so inquiries reach the right team without manual routing.

Recruiting automation supported.

Automated workflows for recruiting and talent acquisition to reduce manual hiring coordination.

What Came Next

the operational shift

Area of Focus

Before

After

Timeframe

Regional web presence
No regional website. National brand had no Ohio-specific digital presence.
Custom regional website supporting local sales, recruiting, and brand alignment.
Project engagement
Lead distribution
Sales inquiries arrived without routing. No system to distribute leads to regional teams.
Automated lead distribution connecting inquiries to the right people by region and service type.
Project engagement
Recruiting workflow
Hiring and talent acquisition managed manually with no automation support.
Recruiting automation workflows supporting applicant intake and follow-up.
Project engagement
Inquiry visibility
Leadership had no clear view of lead volume, sources, or follow-up status.
Workflow data provides visibility into inquiry flow and team response patterns.
Project engagement
Performance claims requiring additional proof are intentionally excluded. This case study focuses on confirmed system architecture, workflow, and integration deliverables. Client name used with permission of the regional affiliate.

Need clarity in your operating system?

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