Client
A major IT software partner
Service
Marketing Automation Implementation
location
Atlanta, GA
A B2B technology consulting organization needed a structured system for turning incoming prospects into qualified sales opportunities. Marketing and sales activity required too much manual intervention, and the organization lacked a sophisticated automated journey for evaluating and routing leads.
The Challenge
I designed a marketing automation environment using ActiveCampaign and integrated marketing technologies, ultimately creating 25 automated workflows around the organization's customer journey.
The Approach
Mapped the lead journey from acquisition through sales
Developed custom lead-scoring logic
Created automated nurture workflows
Built lead segmentation rules
Designed custom pipeline stages
Automated sales-representative assignment
Created logic for lead reassignment
Connected marketing and CRM systems
Implemented notifications and follow-up processes
Integrated supporting tools using Zapier
The Outcome
The organization moved from disconnected manual processes to a structured marketing and sales system capable of automatically nurturing, evaluating, routing and tracking prospects throughout the customer journey.
Case Studies
