character·quilt
Case study · Follett
Case study · 2026

One engine.
700 bookstores.

How Follett's B2C and B2B teams put a single creative engine behind 700+ campus bookstores and ~120 RFPs a year — on-brand, deployed in HubSpot, hands-off.

B2C creative engine B2B RFP engine
NYU
BYU
UGA
UO
MICH
UNC
PSU
EMER
character·quilt
The setup
The setup

700+ bookstores.
~120 RFPs a year. One creative bottleneck.

Follett runs marketing across 700+ campus bookstores — each one a different university, a different palette, a different mascot, a different calendar. Move-in day at Emerson lands a different week than rivalry day at Michigan.

The B2B RFP team — three people, ~120 RFPs a year, Nov–Mar crunch — sits on the same engine. CharacterQuilt is the layer that finally lets the variation scale.

Why it broke before
  • AI customization existed — deployment never closed
  • Marketers were hand-duplicating templates 700 times
  • RFPs consumed the team's bandwidth all winter
700+
Campus bookstores. Each on-brand, each different.
~120
RFPs a year. Three people. Nov–Mar crunch.
5
Agents in the pilot: Creative, Content, Deployment, Researcher, Orchestrator.
2
POCs already shipped: Follett × UNC deck, U-Oregon ABM landing page.
character·quilt
The POC proof
Demo proof point

One source asset. Re-brand it for 700.

The "university-branded NYU shirt" campaign auto-regenerated as the on-brand version for Emerson, BYU and Michigan — different logos, different palettes, different campus context.

Source
NYU
NYU campus shirt
Approved · DAM
1 of 1
Creative agent
→ 700 variants
EMERSON
Emerson
Auto · on-brand
BYU
BYU
Auto · on-brand
MICHIGAN
Michigan
Auto · on-brand
UNC
UNC
+ 696 more
The workflow Approved asset in DAM  →  Creative Agent re-skins per bookstore  →  Deployment Agent drops it into HubSpot — without a designer touching each one.
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B2C creative engine
The B2C engine

700 bookstores.
One workflow.

The same workflow runs across every store — no designer touches each one, no marketer duplicates the email 700 times.

— 01

Bookstore-level brand customization

One source asset re-generated for every campus — logos, palettes, mascots, store context. NYU → 700 in one pass.

700+ stores On-brand
— 02

On-brand creative for every campus moment

Move-in at one school. Rivalry weekend at another. Finals-week coffee. Pulled from each store's actual calendar — reads as locally made.

Calendar Campus events
— 03

DAM-first, generate when missing

Has the asset? Pull from the DAM. Doesn't exist (Emerson's "Thinking Cup" café)? Generate it on-brand so creative never bottlenecks.

DAM Generate
— 04

Closes the deployment loop

700 personalized variants assembled into HubSpot email templates, scheduled, sequences live — no per-store hand-offs. The gap nobody else closed.

HubSpot Hands-off
From days of manual duplication to minutes from portal to live.
Bookstore campaign · Live
character·quilt
B2B RFP engine
The B2B engine

Pitches that look like
they took a week — built in an afternoon.

POC built · Follett × UNC pitch deck POC built · U-Oregon ABM landing page
Follett × UNC.pdf
F
FOLLETT × UNC
Your campus store, re-imagined.
Brand voice · Follett Store photos · UNC
— 01

Co-branded decks, end-to-end

Positioning, prospect brand, store photos, campus context — into a finished deck. No human laying out a slide.

— 02

RFP response generation

Knowledge base ingests ~15 past wins to learn voice, structure, and proof points. New RFP in → Content Agent drafts first pass → team reviews instead of writes.

1–2 weeks → no longer a fire drill.

Loopio Voice-trained
— 03

Proactive ABM landing pages

Identify high-probability RFPs before they hit. Deck and landing page already built when the request lands. Reactive becomes proactive.

POC: University of Oregon ABM page shipped.

Salesforce ABM
— 04

Sales leave-behinds at pitch speed

One-pagers, HTML follow-up emails, supporting collateral — generated alongside the deck. AEs leave the room with a full kit, not a promise to send something next week.

One-pager HTML email Collateral
character·quilt
The deployment loop
HubSpot deployment

Days of hand-offs Minutes from portal to live.

Follett already used AI for some customization. The gap was always deployment — taking 700 variants and actually getting them live. The Deployment Agent closes the loop.

Source
Salesforce
Account context, opp stage
Build
CQ Portal
Agents draft + assemble
Deploy
HubSpot
Template + ABM sequence
Live
Campaign
700-store send or ABM
HubSpot integration
Drops directly into email templates. No copy-paste, no per-store duplication.
Salesforce → HubSpot ABM
Account context out, ABM sequence in. The B2B team's missing infrastructure becomes a one-time setup.
Group VP voice
Sends from individual GVPs — tuned to sender's voice and recipient's institution. At scale.
character·quilt
The five agents
The five agents

A library of agents.
Not a tool to learn.

Four specialists do the work. The Orchestrator conducts. No new UI for Follett's team to master.

Creative Agent Visual

Bookstore campaigns, co-branded decks, ABM pages, store renderings, social graphics — across 700+ universities.

Content Agent Copy

Bookstore campaign copy, RFP responses, GVP outbound, follow-up emails — trained on Follett's actual past wins and brand voice.

Deployment Agent Bridge

The Salesforce ↔ HubSpot bridge. Asset built in portal → live in HubSpot → ABM or bookstore sequence firing, hands-off.

Internet Researcher Context

Gathers the external context that makes each campaign feel local — campus events, programs, recent news, competitive landscape per account.

Orchestrator Conducts

Sequences multi-asset projects, manages the campaign-planning document for complex builds, routes feedback back through the system. The other four don't run alone — the Orchestrator is what makes them feel like one engine.

character·quilt
Integration footprint
Integration footprint

The stack Follett already runs on.

No migration. The agents operate Follett's existing tools — read access for analytics, deploy access for publishing.

Hs
HubSpot
Primary deployment

Email templates, ABM sequences, bookstore campaign sends. Built in portal → live in HubSpot in minutes, not days.

Read · Analytics Write · Publish
Sf
Salesforce
Account context

Past meetings, opportunity stage, contact-level signals — and the trigger layer for sequenced follow-up.

Read · Accounts Read · Pipeline
Loopio
RFP library

Pulls reusable response components, ingests new wins back into the library — so the next RFP starts from a stronger baseline.

Read · Library Write · New wins
DAM
DAM & brand
Visual library

Store photos, lifestyle shots, brand guidelines, university partnership marks — wired in on Day 1.

Read · Assets Day 1
No new tools.
Permissions split between read for analytics and deploy for publishing. Follett's team logs into the same stack they already use — agents do the work behind it.