How Altitude Marketing built a sales enablement portal tailored to every prospect

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The Problem

Altitude Marketing offers a full range of B2B marketing services — branding, lead gen, content, web design, marketing automation work, and more — and engagements vary from project execution to a fully outsourced marketing department. This service flexibility is core to the agency’s business, but it means every prospect needs different sales enablement assets based on their industry and the work they're considering.

For years, sharing that content during the sales cycle was, in CSO & partner Adam Smartschan's words, "email and hope." A sales rep would attach a few PDFs, or send a WeTransfer link, and trust the prospect to dig through it. No analytics, limited personalization, and no way to know what landed. 

Because the team used Airtable as its backend, Adam tried building a frontend on Airtable Interface Designer to deliver the content, but user permissioning was a constant headache. He wanted a solution that could:

• Provide secure, gated content access to every prospect without per-seat pricing
• Customize portal content easily based on a prospect’s industry and area of service interest
• Track engagement with content without complicated analytics tools

The Solution

Adam built a custom sales enablement portal in Softr: when a sales rep is ready to share content with a prospect, they fill out a quick intake form to identify the prospect's industry (e.g. life sciences, manufacturing, or enterprise tech) and services of interest.

After the form is submitted, it triggers a magic link email to the prospect. The portal handles every step of the late-stage sales motion:

• Curated content highlights: Sales reps can tag up to three pieces of "stuff we think you'll love" per prospect, surfaced front and center on the portal dashboard, plus case studies filtered to the industry and service needs.
• Invite a teammate: Prospects can share content with colleagues via an invite button.  Every share is tracked and visible to the team in Airtable, and invitees inherit the same permissions and curated content. 
• Last seen tracking and favorites: Sales reps can see when each prospect last logged in to the portal, what they've saved for later, and what they've shared.‍
• Engagement signals back to HubSpot: Engagement activity flows back into the agency’s CRM, giving sales a clearer view of intent. Because every magic link is tied to a single user, the team uses login activity and sharing behavior as a key deal signal: prospects who log in and invite teammates are much more likely to close.

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The Impact

The portal has been used 295+ times and counting, and saves Altitude's 5-person revenue marketing team an estimated 1-2 hours per prospect compared to the old workflow of digging through shared drives and emailing PDFs. It's also given them visibility they never had before: who's looking at what content, and when.

Another benefit? In an era of vibe coding, Adam loves that the Softr portal “keeps working” with minimal maintenance. 

"I could build some really cool stuff in Claude Code, but I don't know if I trust it,” he said. “This system I’ve proven many times in the wild. It's just going to work."

The portal has also become a credibility asset for Altitude Marketing. Prospects regularly comment on it, and it's tangible evidence that the agency can build sophisticated no-code marketing tools. Adam is now exploring a V2 of the app focused on the client onboarding process.

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