Automating Growth from Lead to Loyalty.

lifecycle automation

THE CHALLENGE:

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.

THE SOLUTION

  • Lead Capture Integration:

    Connected form submissions, landing pages, and lead magnets into a centralized CRM for real-time tracking.

  • Behavior-Based Workflows:

    Built segmented, automated email/SMS flows triggered by user actions.

  • Lifecycle Campaigns:

    Created onboarding, re-engagement, and upsell sequences tailored to the customer journey.

  • Performance Visibility:

    Integrated dashboards to monitor lead sources, email performance, and sales attribution in real time.

THE RESULTS

  • 📈 Reduced manual outreach by 80% through intelligent automation and centralized lead routing.

  • 📊 Boosted email engagement by 63% using personalized, behavior-triggered workflows.

  • 💼 Increased lead-to-client conversion rate by 38%, while improving internal campaign efficiency and ROI.