Lead Capture & Follow-Up Automation
A growing SaaS company was losing leads because manual data entry and inconsistent follow-ups let opportunities go cold.
What wasn't working
Leads came in from web forms, ads, and referrals, but someone had to manually enter each one into the CRM. Follow-ups depended on whoever remembered, and most leads went cold within a week. There was no clear pipeline, no reminders, and no way to see what was actually happening.
How I solved it
- 1
Audited the full lead journey from source to close to find where leads stalled.
- 2
Connected web forms and ad platforms directly to the CRM so every lead was captured automatically.
- 3
Built an automated assignment and follow-up sequence with reminders and pipeline stages.
- 4
Created a simple dashboard so the team could see every lead and its status in one place.
What changed
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