Value Forklifts Case Study

Streamlining Digital Operations and Lead Generation for a Growing Forklift Supplier

Overview

Value Forklifts is a trusted supplier of new and used forklifts, parts, and maintenance services across the U.S. With thousands of parts listed online and a lean in-house team, they needed a smarter, more automated digital solution to reduce friction, increase visibility, and consistently capture new business.

Click IT by Motherboard took over their website, CRM, SEO, and communication systems—transforming the way they manage leads, engage customers, and grow online.


What We Did

⚙️ Website Management & Platform Hosting

  • Rebuilt and now manage their e-commerce site on our secure WordPress platform

  • Regularly update inventory and category structure for forklifts and parts

  • Continuously improve performance, load speed, and conversion UX

📈 Digital Strategy & SEO

  • Conducted a full competitor and keyword analysis for parts and services

  • Built out hundreds of product category pages for SEO optimization

  • Created a Google Ads strategy to support national reach and targeted inventory campaigns

🤖 AI Phone Attendant & CRM Automation

  • Launched an AI voice assistant to screen and route calls instantly—no missed inquiries

  • Integrated call tracking, form leads, and quote requests into ClickITCRM.com

  • Customized CRM to manage repeat customers, parts requests, and field service leads

  • Secured A2P 10DLC compliance for text/email follow-ups

📬 Email Campaigns & Lead Nurturing

  • Designed branded emails for quotes, product updates, and promos

  • Created workflows for re-engagement and sales pipeline automation

  • Built contact segments for targeting parts buyers vs. equipment inquiries

🔄 Ongoing Optimization & Strategy Calls

  • Bi-weekly meetings with AL, Yash, and Jigar to review:

    • Lead performance by channel

    • Website traffic trends

    • Product categories driving conversions

    • Workflow improvements to minimize team workload


The Impact

✅ Leads Up 40% year-over-year with full attribution
✅ 24/7 Response via AI phone assistant—boosting conversion rate from inbound calls
✅ Improved Inventory Visibility across forklift categories and parts
✅ Custom Workflows eliminate hours of manual follow-up
✅ CRM adoption improved through customized interface and automation


What They Said

“I don’t know what I would’ve done without you guys. I just needed someone to do it for me.”
Andy Tabor, Owner, Value Forklifts

“We’re running leaner and smoother—and I feel like we’re always ahead of what’s coming.”
Andy, follow-up comment from June 24, 2025 meeting

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