Cloverleaf

Highlights & Results

• How Cloverleaf achieved a 5x increase in bottom-funnel conversion rate.
• How the team bridged the gap between marketing content and sales conversations.
• How interactive demos have become a versatile asset used across the organization, from sales and marketing to customer success and executive leadership.

"Navattic has enabled us to communicate our product's features in an easier way, cultivate interest faster, and provide an edge against our competitors by giving potential customers an experience of the product before they even get on a call with someone. It's inspired us as a company to lean into experiential marketing and product-led growth."

Check out Cloverleaf’s interactive demo.

About Cloverleaf

Cloverleaf is an AI-powered team development platform that helps organizations unlock stronger collaboration, communication, and performance. By integrating behavioral assessments, coaching insights, and team analytics into the daily workflow, Cloverleaf empowers employees and managers with personalized guidance tailored to how they work best. The platform delivers bite-sized, practical coaching tips inside tools like email and calendars, enabling teams to understand one another more deeply and work together more effectively.

We met with Evan Schultz, Digital Marketing Manager, and Shelby Bolinger, Director of Marketing, from the Cloverleaf team to explore how they leverage Navattic to showcase Cloverleaf’s value earlier in the buyer journey, accelerate product understanding, and equip prospects with an interactive, hands-on experience of the platform.

The challenge: A great product that was hard to visualize

Cloverleaf serves many industries where buyers aren’t deeply technical. Even with strong written content, product screenshots, and videos, prospects struggled to see how Cloverleaf would fit into their organizations.

"Our product was hard to conceptualize with our ICPs," explains Shelby, Cloverleaf's marketing leader. "People don't want to sit on the phone with a sales rep if they don't quite understand what we do or can't see it fitting into how they operate."

Before implementing interactive demos, Cloverleaf relied primarily on:

• Static product screenshots with accompanying copy
• Stylized illustrations that didn't accurately represent the actual product
• Gated ebooks that fed into email nurture campaigns

This approach created a disconnect between marketing efforts and sales conversations, with many leads falling through the funnel before conversion.

Why Cloverleaf chose Navattic

After discovering Navattic through industry connections via LinkedIn and seeing how other companies leveraged interactive demos to drive conversions, Cloverleaf implemented the platform across their marketing and sales ecosystem.

“Navattic filled the gap for someone visualizing our product without needing to raise their hand yet,” says Shelby. “We had great content, but we weren’t moving people down the funnel fast enough. Interactive demos helped shorten the time from awareness to conversion.”

How Cloverleaf uses interactive demos

Cloverleaf has integrated interactive demos throughout their marketing and sales processes:

• Website Integration: Embedded throughout the site with HubSpot form integration for seamless conversion
• Event Follow-up: Shared as a resource after webinars and industry events
• Content Marketing: Incorporated into blog articles to increase engagement
• Media Buys: Featured on landing pages for newsletter sponsorships

"I think once they're in it, it makes that big of a difference in giving them context for why they should care about what we offer," says Evan. "The interactive demo does the best job outside of somebody sitting on a call with one of our team members."

The result: Cloverleaf’s demo-engaged prospects convert 5× more

The impact on Cloverleaf's funnel has been substantial. When comparing prospects who interact with their interactive demos versus those who don't:

Bottom-funnel conversion rate increased from 5% to 24% - nearly a 5x improvement in conversion to meetings.

Beyond the metrics, the interactive demos have been widely adopted across the organization:

• Sales representatives regularly share demos with prospects
• Customer success teams use demos for client education
• The company founder shares demos in LinkedIn conversations
• Marketing embeds demos in blog posts and landing pages

"We use our interactive demos in almost everything," explains Evan. "They're all over our site, we use them for follow-ups from events and webinars. The sales team uses them. Our CS team uses them. It's given us another tool in our toolkit to position ourselves and give somebody a way to experience the product."

How Cloverleaf will expand their use of Navattic

Looking ahead, Cloverleaf plans to further leverage interactive demos by:

• Creating a comprehensive demo center to showcase their multiple products
• Developing targeted demos for specific ICPs using Navattic's Copilot AI feature
• Implementing nurture campaigns for prospects who engage with demos but don't immediately convert
• Better tracking which demo placements drive the highest conversion rates
• Using demos for customer onboarding through their CS team

"When I look at this conversion funnel, it's like, wow, this is a great conversion rate. How can I make the prospect number higher?" says Shelby. "Where do we need to put it? What's working, what's not? How can we get more conversions?"

Cloverleaf’s advice for teams considering interactive demos

"If you're on the fence about an interactive demo tool, especially if you're struggling with conversions, it is worth the investment," advises Shelby. "The Navattic customer success team has a lot of resources to help you get over any learning curve. Once you have your screenshots in the system, building demos gets easier and easier."

Evan adds, "Lean on the Navattic team because they're great. Any time I've asked for help, it's either been a demo that I've been given or a physical example that I can see or that somebody has walked through with me."

For companies selling complex products to non-technical audiences, interactive demos provide a powerful solution that allows prospects to experience products on their own term, dramatically improving conversion rates and shortening the sales cycle.