Founded in 1995, Citation delivers market-leading HR and Health & Safety compliance solutions tailored for UK businesses. On-demand expert guidance and integrated software allow the platform to support businesses of any size, currently backing over 30,000 clients across the country.
In Q1 2026, Citation partnered with TFLI to drive immediate revenue and scale customer acquisition efficiently without major upfront branding spend. As a tech-focused partner, TFLI implemented a direct API integration, a new capability for Citation, improving overall operational efficiencies alongside high-performing, multi-channel marketing strategies.
Initial success was marked by qualification rates, with campaigns continuously refined to target Citation’s top priority. Transparent, real-time data sharing on lead quality allowed for optimizations, ensuring volume could scale alongside strict quality standards. Regular strategic reviews ensured seamless alignment and shared operational best practices between both teams.
The partnership has scaled rapidly, driving efficiency and delivering immediate impact where it matters most. By building a direct CRM integration, TFLI streamlined lead delivery and consistently achieved a 15-20% qualification rate for Citation. Building on this strong momentum, TFLI continues to collaborate closely with Citation, leveraging data insights to unlock new growth opportunities across full-funnel marketing channels.
Through new initiatives, including the launch of exclusive and shared lead types, Citation is positioned for rapid, sustainable growth. Looking ahead, TFLI will continue optimizing the conversion pipeline to further boost Citation’s already high qualification rates.
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