Automated Lead Engagement by Victoria TamaraAutomated Lead Engagement by Victoria Tamara

Automated Lead Engagement

Victoria Tamara

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.