Lead management
Lead scoring and nurture automation
Leads scored on engagement and sorted into hot, warm and cold paths, each with its own follow-up.
- Client
- Insurance agency
- Role
- Lead nurturing
- Status
- Live
- Scope
- Scoring rules, segmented drips, reactivation
What I built
Leads scored on engagement and sorted into hot, warm and cold paths, each with its own follow-up.
Scope: Scoring rules, segmented drips, reactivation.
Built in the client's own account, tested with real submissions, and handed over with recordings and documentation.
Want something like this?
Tell me about your setup and I'll reply with where I'd start.