Automated Lead Engagement
Victoria Tamara
The Problem
Leads were slipping through the cracks.
The client's team had no consistent follow-up process, no visibility into where each lead stood, and no way to know who needed attention.
Every lead that went cold was revenue left on the table.
The Build
I designed a fully automated lead nurture system in Make that triggers the moment a new lead enters the pipeline.
Here's the flow:
New lead lands in Notion (via form, manual entry, or CRM sync)
The system assigns them to a nurture track based on lead source and intent signals
Timed follow-up emails go out automatically, personalized with the lead's name, company, and context
Notion updates in real time: every email sent, every status change, every milestone logged
When a lead replies or books a call, the team gets an instant notification
The entire journey from first touch to booked call runs without anyone lifting a finger.
The Result
Zero leads lost to follow-up gaps.
The client went from manually chasing leads in a spreadsheet to a system that nurtures every single one on autopilot.
Follow-up response time dropped from days to under 2 hours, and the team finally had a clear, real-time view of their entire pipeline.
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Posted Jul 28, 2025
Ensures new leads are automatically nurtured through a lead journey to the next step, keeps team informed, & CRM updated.
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Timeline
Mar 1, 2025 - Mar 7, 2025
