End-to-end lead management system that automates task organization, follow-ups, onboarding, and customer retention workflows, reducing manual work by 65% and improving lead response time by 80%.
Zapier · workflow canvasproduction build
Context
Sales teams manually tracked lead statuses, created folders for new projects, remembered to send follow-up emails to unresponsive leads, sent welcome emails with onboarding documents, and reached out with service recommendations after deals closed—all processes prone to delays and human error.
Approach
Built five interconnected Zapier workflows that automate the complete lead lifecycle: automatic folder creation and subtask generation when leads are ready to start, scheduled weekly follow-ups for unresponsive leads and pending quotes, welcome email delivery with onboarding guides when leads are approved, and service recommendation emails when deals close.
