A B2B service provider was manually managing leads, follow-ups, and campaign outreach — resulting in missed opportunities, inconsistent communication, and a lack of visibility into their funnel. They had solid website traffic and a decent contact list, but their conversion and retention rates were low, and scaling their marketing efforts was not sustainable without automation.
Connected form submissions, landing pages, and lead magnets into a centralized CRM for real-time tracking.
Built segmented, automated email/SMS flows triggered by user actions.
Created onboarding, re-engagement, and upsell sequences tailored to the customer journey.
Integrated dashboards to monitor lead sources, email performance, and sales attribution in real time.