With Great Potential Comes Great Responsibility

Leverage Buying Group helps independent restaurants and hospitality food operators cut costs through group purchasing and strategic supplier partnerships. They provide access to locked margin schedules, manufacturer direct pricing, and quarterly rebates—saving members up to 20% on food costs. Unlike traditional GPOs, Leverage is transparent, non-transactional, and free to join.

Members access off-invoice savings on 450,000+ items, 350+ extendable contracts, and 165,000+ rebate-eligible products. Ideal for food operators spending at least $250K annually on food, the program ensures consistent savings, customer support, and data-driven procurement strategies.

Leverage is already a highly successful, fast-growing food procurement business with a strong value proposition for food operators, but to hit the next level, it needed optimizations to remove bottlenecks, cut waste, and upgrade its scaling infrastructure. The goal was to scale faster, lower costs, and unlock unrestrained growth.

Savant One Challenges And Objectives

The Savant One team was excited to work with a business that had a strong foundation and was ready for acceleration. Our focus was to modernize their frameworks, minimize inefficiencies, and enhance their strengths to drive scalable growth. The challenge was building this new infrastructure within a complex cross-channel system that was already integrated across several layers of client, vendor and partner segments.

• Create an efficient system of communication across all internal and external team, members, prospect and partner segments.
• Diversify lead sourcing pipeline by building a scalable outbound acquisition system.
• Build a more scalable KPI tracking system.
• Brand messaging consistency needed to be maintained across all channels.
• Build and maintain value-dense industry-specific content.

Next-Gen Email Marketing Automation

The Savant One team built a series of automated systems with dynamic, AI-augmented content while preserving the manual, nuanced steps. One of the biggest pitfalls in automation is automating processes that shouldn’t be automated, leading to operational blind spots.

Our approach with Leverage was strategic: we identified and prioritized the processes best suited for automation while streamlining workflows to maximize efficiency. The result was a carefully balanced system that integrates automation with manually triggered checks, ensuring Leverage remains the source of truth and organization for the members and partners they support. This balance is crucial in the procurement and supply chain space, where precision and reliability are paramount.

Member Segments

• Segment-Specific Email Automation:

  • Developed multi-layered automation workflows triggered by:
    • Email behavior (opens, clicks, responses)
    • Website behavior (page visits, downloads, engagement time)
    • Past customer history and engagement trends

• AI-Driven Lead Scoring & Adaptive Segmentation:

  • Dynamically adjusted member engagement scores based on:
    • Action frequency (repeated engagement leads to a higher score)
    • Progressive profiling (adjusts segmentation based on lead behaviors)

• Behavioral-Based Follow-Ups & Personalization:

  • Implemented real-time conditional logic to tailor messaging dynamically:
    • If a lead clicks on a pricing page → add to pricing-related automations
    • If a lead downloads a report → added to information-based automations
    • If a lead ignores multiple emails → suppressed or added to other automations

• Live Dynamic Reporting & Member Data Tracking:

  • Real-time reporting for member engagement data at the end of key workflows

Prospect Segments

• AI-Assisted Email Personalization & Quality Assurance:
  • AI pre-generates messaging based on behavioral data
  • Human review and refinement to maintain brand consistency
  • Error-detection mechanisms to prevent personalization mistakes

Partner Segments

• Vendor & Partner Data Insights:

  • Improved data transparency for suppliers and partners
  • Created automated reporting on vendor engagement and performance metrics

• Predictive Engagement & Retention Alerts:

  • AI-powered trend detection to identify members who may need special outreach before becoming inactive

• Scalable Internal Workflow Optimization:

  • Streamlined data-sharing and workflow automation to reduce manual processes
  • Cross-department collaboration improvements to ensure marketing, sales, and operations stay aligned

Next-Gen Lead Generation Services

Our goal for the next-gen lead generation service was to diversify Leverage’s lead sources by integrating a highly scalable outbound system—allowing them to “scale at will.”

The Savant One team has been refining this framework since the emergence of modern AI architecture, developing powerful strategies that have been instrumental in helping Leverage break past its previous limitations and unlock its next stage of growth.

• Fully-Managed Lead Sourcing Service

  • Fully managed at no extra cost
  • Runs in the background and becomes a source of marketing-qualified leads
  • AI-augmented lead verification and segmentation process that enables hyper-targeting of prospects that best fit their business offers

• AI-Augmented Cold Outreach & Lead Segmentation

  • Developed precision-targeted lead lists based on job role, industry, and behavioral signals
  • Used AI-driven hyper-personalization to craft outreach messaging tailored per recipient
  • Automated segmentation ensured leads received the right content at the right time

Adaptive Strategic Deep Dives (Custom Research & Analysis)

• Competitive Market Analysis:

  • Analyzed how competitors communicate their value, brand identity, and business strategies
  • Identified opportunities for differentiation in messaging and positioning
  • Reviewed pricing models as part of a broader market positioning strategy

• Industry Trend & Growth Strategy Planning:

  • Conducted deep research on supply chain trends, demand fluctuations, and emerging market opportunities
  • Provided strategic insights for new market expansions and partnership opportunities

• Customer & Market Segmentation Refinement:

  • Identified target audience behavioral patterns to enhance engagement and retention
  • Developed customized messaging strategies based on data-backed segmentation models

Results & Measurable Impact

• Newsletter open rates increased from 28% to 70%
• Helped onboard 82 new members 2024
• 3.33% conversion rate from a 300-lead campaign, showcasing the success of an omnichannel outreach strategy
• Significant increase in reply and engagement rates due to AI-driven personalization and improved segmentation
• Reduced manual workload—automated email workflows eliminated the need for manual follow-ups, allowing the team to focus on higher-value tasks
• Expanded outreach at scale—AI-enhanced email deliverability optimization allowed Leverage to reach thousands of new leads while reducing bounce rates and improving inbox placement
• Faster creation and optimization of on-brand marketing assets—refined branding and messaging enabled quicker development of tailored materials for different member and partner segments
• Improved campaign measurement and targeting—automation and data tracking allowed for fewer but more effective emails, increasing engagement while providing clearer insights into subscriber interests
• Data-driven strategy improvements—AI insights led to the creation of a well-received Industry Benchmark Guide, enhancing market intelligence and member engagement