Professional Services·Anonymized professional-services firm
CRM lead routing & follow-up sequences
Leads land in the CRM scored and enriched, with automated nurture that still feels personal.
<5 min
Response time
first touch
-95%
Workflow errors
handoffs
100%
Pipeline coverage
new inbound leads
The challenge & approach
A 14-person advisory firm was leaking inbound leads between a HighLevel form, a spreadsheet, and whoever checked email first. First-response regularly crossed four hours. We wired form capture, enrichment, and a scored pipeline so every lead is tagged, assigned, and entered into a segment-specific SMS/email sequence within five minutes. Sequences pause the moment a human replies. Leadership sees coverage in HighLevel instead of a Friday export. Client name withheld at their request.
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