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Marketing Automation

CRM & Email Automation Setup

End-to-end lead nurturing system that converted cold leads into sales-ready prospects automatically.

CRM Email Marketing Workflow Automation WhatsApp API Lead Scoring GTM

The Challenge

The sales team was manually following up with every lead, regardless of intent signals. This wasted time on cold leads while hot prospects went uncontacted. There was no system to segment, score, or nurture leads based on behaviour.

What I Did

  • Integrated the website form with CRM via webhook—every lead captured instantly
  • Built a lead scoring model based on page visits, time on site, and form interactions
  • Designed a 7-step email nurturing sequence triggered by lead score thresholds
  • Set up WhatsApp automation for immediate response to high-intent leads
  • Created deal pipeline stages in CRM aligned to the sales team's workflow
  • Configured re-engagement sequences for leads inactive for 14+ days
  • Built reporting dashboard tracking MQL-to-SQL conversion rate weekly

Outcome

The sales team now only handles leads that have scored above the qualification threshold. Lead-to-call booking rate improved by 40%. WhatsApp automation alone brought response time down from 4 hours to under 5 minutes for hot leads.

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