Agencies
Lead intake automation for a marketing agency
Replaced a manual lead-handling process across forms, spreadsheets and email with an automated intake, qualification and routing workflow.
The challenge
New leads arrived through several forms and were copied by hand into a spreadsheet and CRM, then assigned over email. Response was slow, data was inconsistent, and good leads went cold.
Our approach
- Mapped every lead source and the full path to a booked call
- Built an automation to capture, enrich and qualify each lead
- Routed leads to the right owner and started a follow-up sequence
- Added alerts and logging so nothing slips through
Tool stack
What we used
MakeWebhooksCRMEmail automation
Outcome
Results
- Manual lead entry eliminated
- Faster first response to new leads
- Consistent, trustworthy CRM data
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