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CRM automation

Under-60-second lead response for a telehealth brand

Paid traffic was arriving after an acquisition, and every lead waited on a person to notice it.

01 / Phase

Lead arrives

Paid ad, form fill

02 / Phase

Trigger

CRM automation

03 / Phase

Respond

SMS and email in 60s

04 / Phase

Reactivate

3,000 past customers

Context

Leads from paid ads came in with no automatic follow-up and no response time target.

Problem

Slow follow-up meant paid leads went cold before anyone called.

What was built

  • CRM automation that sends SMS and email within 60 seconds of every new lead.
  • A reactivation campaign to 3,000 customers from before the acquisition.

Results

  • Every inbound lead answered in under 60 seconds.
  • Reactivation reached 3,000 past customers.