This project focused on building a complete automated lead capture and follow-up system designed to improve user engagement and streamline client onboarding.
The workflow included:
• A multi-step assessment form with conditional routing logic
• WordPress integration for a seamless user experience
• Automated email sequences for lead nurturing and follow-up
• Analytics and performance tracking dashboards
The goal was to create a system that doesn’t just collect leads, but intelligently guides users through a personalized journey while reducing manual work.
Tools used:
Tally, WordPress, Mailchimp, Plugins
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Posted May 7, 2026
This project focused on building a complete automated lead capture and follow-up system designed to improve user engagement and streamline client onboarding....