1706 Advisors

Industry

Insurance Brokerage

Location

Chicago, IL

Focus Areas

RevOps, CRM Optimization, Email Marketing, Sales Process Automation

Client Overview

1706 Advisors is a high-touch employee benefits brokerage helping businesses redesign and manage smarter insurance programs. With their name inspired by Benjamin Franklin’s legacy, they approach benefits with clarity, structure, and a problem-solving mindset. Internally, they were scaling—but their systems and processes hadn’t caught up.

With disjointed CRM use, manual follow-ups, and limited visibility into client lifecycle stages, they brought in Kuki Strategies to build a structured RevOps foundation that could grow with the business.

The Challenge

As 1706 Advisors expanded, they ran into bottlenecks in sales operations and client communications:

HubSpot and Salesforce were used in parallel with no alignment between them
No structured process for paused clients, upsells, or lifecycle visibility
Inconsistent messaging across sales sequences and lifecycle communications
Previously limited visibility into pipeline performance and client lifecycle stages made it difficult to forecast revenue or track deal health with confidence.

What We Did

CRM Cleanup & System Alignment

Audited and streamlined HubSpot pipelines to match real buyer behavior
Built deal creation and pipeline automation workflows
Removed duplicate records and normalized property structure

Messaging, Voice & Persona Strategy

Developed persona-driven messaging for inbound and re-engagement sequences
Created a unified brand voice: clear, candid, and Franklin-inspired
Mapped core personas to tone, pain points, and follow-up logic
Launched content strategy across LinkedIn, newsletters, and lifecycle comms
Built an internal AI content agent to generate SEO-ready blog and social content aligned with voice & ICP

Reporting & Automation Enhancements

Cleaned and normalized lead source data to improve attribution
Created dashboards for deal velocity, campaign performance, and lifecycle insights
Scoped and implemented nurturing flows for paused clients and closed-lost reactivation

Reporting & GTM Enablement

Set up custom dashboards to track client trends, campaign engagement, and revenue opportunities.
Advised on language/tone and content strategy for email and lifecycle marketing.

The Results

Within 90 days, 1706 Advisors had a fully streamlined RevOps foundation:

Pipeline Alignment

Full pipeline alignment across Marketing & Sales for consistent, stage-driven execution.

Automation That Scales

Manual follow-up steps reduced through smart sequencing and workflow automation.

Messaging That Resonates

Messaging now mapped to real personas — improving clarity, relevance, and conversion.

Lifecycle Visibility

Strategic visibility into client lifecycle stages with reporting that drives smarter decisions.

Unified Brand Voice

Voice framework adopted across sales, email, and content — driving consistency at every touchpoint.

״Not only do we have a strong and consistent cadence, but our entire RevOps strategy continues to evolve and improve. The Kuki team isn’t just helping us maintain structure—they’re proactively identifying opportunities, optimizing our workflows, and pushing our strategy forward in ways we hadn’t even considered.״
— 1706 Advisors team