How IDS helped U-Planner achieve 1214% ROI in 1 year

30 September, 2016

Inbound Marketing continues to disrupt traditional marketing and is gaining traction in Latin America.

A successful example of this is the U-Planner story. We are excited to share this story with the world because it clearly demonstrates how when an Inbound Marketing strategy is put into action, it works, and it works well. Furthermore, with defined SMART goals steering the strategy, measuring your efforts, and calculating your ROI becomes easy.

About the client

U-Planner is a Chilean company that has developed a software-as-a-service for higher education institutions to help their partners efficiently optimize their internal processes and resources, such as accreditation, student retention, campus management, scheduling, resource allocation, and more.

The challenge

Expand their customer base and be recognized as experts in higher education software.

testimonial author

Prior to hiring IDS Agency, Isabel Sagenmüller, U-Planner’s Marketing Manager recalls, “at that point we were just starting to commercialize our products after an intensive time of product development. The next step was to tell the world: ‘U-Planner helps universities to optimize their processes’.”

That is when U-Planner decided to explore digital marketing alternatives.

The Solution

Isabel started searching online for marketing agencies, contacting them, and listening to their strategy and pitch. “I really took the time to decide because I wanted to have a long-term relationship with the agency,” she says.

When she met us, she appreciated that we took the time to understand what U-Planner does, what their challenges are, what their goals are, why these goals matter, are these goals realistic, and what time frame is needed to be completed before we proposed a strategy or pitched for agency work. “They wanted to learn more about our sales process, goals, and challenges and looked at it from the strategic part. Other agencies did not”, said Isabel.

The results

Increase 10x in organic traffic and increase 7x in social media traffic

How to increase organic and socia media traffic with Inbound Marketing

We consistently produced remarkable content week after week in both English and Spanish that resonated with U-Planner's buyer personas; we carried extensive research on trending topics for each geographical region as we noticed that what resonates with a specific buyer persona in the US is different from the same persona in Europe or Latam. Doing this for 12 months, U-Planner achieved a 10x increase in organic traffic and a 7x increase in social media traffic.

The Hubspot tools that we used to manage the content creation and promotion were the blogging tool, the on-page SEO optimizer, the social media publishing tool, keyword reports, and page performance report for monitoring. We also use Trello boards and Slack to manage the content production funnel.

How Inbound Marketing increased organic trafic and social media traffic

147x increase in Lead generation over a year

Before starting with Inbound Marketing, the U-Planner website had no lead generation tactics. Now, it’s generating leads through blog subscriptions, content offers, and webinars.

How to increase leads with Inbound Marketing

In March 2016, we reached out to the University of Oxford asking to adapt into Spanish an International Trends in Higher Education report they had published in 2015 to be used as a valuable content offer on the U-Planner website. This type is rarely available in Spanish. This outreach campaign resulted in 45% of the total leads generated for the quarter.

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“Not only universites in Latam but Internationally known universites were becoming aware of what U-Planner was doing. That was fascinating,” Isabel says. “I was overwhelmed with the number of conversions.”

The Hubspot tools we used for lead generation are landing pages, forms, thank you pages, follow-up emails, and HubSpot's smart form fields, and progressive profiling in forms. 

After starting on HubSpot, U-Planner increased lead conversion rates by 471% within a year and increased the customer base by 225%.

Inbound marketing resulted in an exponential growth in new leads

U-Planner began using HubSpot CRM (now HubSpot Sales) as their CRM tool. With the help of Hubspot, we trained their sales management on Hubspot Sales, and today all of their sales team uses it daily to manage their pipeline, sales team productivity (task management), and log all communication with sales qualified leads. 

testimonial author

“Hubspot marketing and sales allowed us to personalize and contextualize our communication with our leads. We always check their HubSpot time-line, what pages they visited, which webinars they attended, what was the last email they opened, etc..  before communicating with them. It's great to experience the U-Planner marketing and sales teams working in alignment. They is very helpful for both departments to acheive our goals and KPI's.” says Isabel.

U-Planner expands abroad and increases its customer base by 21X, which resulted in a 390% increase in revenue.

As U-Planner started generating more leads from Latin America Universities, they realized they moved from the startup and growth phases. Now they have an opportunity for international expansion. 

How to increase revenue with Inbound Marketing


U-Planner achieved an ROI of 1214% on its marketing

12 months after Inbound Marketing, U-Planner experienced significant ROI on their marketing investment of 1214%.

 How to increase ROI with Inbound Marketing

testimonial author

“Today, we have an office in Mexico, representatives in Colombia and Peru, and operations in the United States and Canada.”

“In April 2015, we had just begun with two customers. Now, we have 42. We grew from 8, to over 20 people, in the team” she recalls.

“I feel with HubSpot and the IDS team, I have an extension in my team working with me to achieve U-Planner goals. Different people with different specializations, each doing their part to make the magic happen.” she notes.



My name is Izzy and I am a co-founder of IDS, an award-winning HubSpot Solutions Partner. I lead our team of consultants who provide professional guidance to help businesses implement the HubSpot CRM platform migrate, integrate their tech stack to HubSpot to create a seamless environment for sales reps to use. There is nothing I love more than solving the challenges that come up when someone wants to migrate an old system or integrate their tech stack with HubSpot - it's like a puzzle!

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