Client project · Education & training · client name kept confidential
6 lead sources · 1 pipeline
Every enquiry captured, booked and followed up, automatically.
- Problem
- Leads from ads, chat and forms landed in different places, booking took emails, and no-shows were rarely chased.
- What we built
- One automated pipeline: capture, de-duplication, team-wide booking, reminders, no-show follow-up and AI call summaries.
- The hard part
- Six lead sources, the phone system connected, bookings shared evenly across the sales team, and results fed back to the ad platforms so they find better leads.
- Result
- Every lead reaches the right salesperson in seconds and nobody is forgotten.
- Safeguards
- Every incoming lead is checked before it is written to the CRM. If an ad platform stops sending leads, the connection is restored automatically. Unsubscribe requests honoured automatically across every sequence.
