Case · Marketing agency
Leads found, researched and followed up without leaving chat
One form starts a campaign. Leads already in the CRM are dropped, and each email arrives researched.
- Client
- A B2B agency
- Industry
- Marketing agency · North America
- The work
- Outbound research and follow-up
- Starts a campaign from a form in chat
- Finds and checks leads, and drops anyone already in the CRM
- Researches each lead and drafts the email
- Edits and approves every email
- Logs it in the CRM and keeps follow-up on schedule
Before
Where the time was going
The strategy was sound. Finding leads, researching each one, writing, logging and following up all happened by hand, by people hired to sell.
Follow-up slipped first, and that’s where most of the revenue is.
What was really going on
The team lived in one chat tool, and anything new would have been abandoned within weeks.
How it runs today
- A personStarts a campaign from a form in chat
- The systemFinds and checks leads, and drops anyone already in the CRM
- The systemResearches each lead and drafts the email
- A personEdits and approves every email
- The systemLogs it in the CRM and keeps follow-up on schedule
After
What changed for the firm
Follow-up runs on a cadence, the pipeline sits in one place, and nobody learned a new tool.
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What brings you here?
See what we’d build first at a firm like yours.
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