PAST PROJECTS

Project Overview: Intelligent Member Management & Communication Automation

Client: Hugo Forsen

Platform: CRM Workflow Engine + Conversation AI + Zapier

Objective: Automate and scale lead follow-up campaigns across multiple sales stages with precision and personalization.

Project Description

Hugo needed a robust system to manage thousands of inbound seller leads efficiently across different stages of the sales pipeline. The goal was to eliminate manual follow-up, reduce lead leakage, and ensure consistent engagement with prospects over time.

We implemented a layered automation strategy using a CRM workflow engine integrated with Zapier and Conversation AI. The system handles segmentation, timing, and personalized messaging across multiple campaigns.

Workflow Breakdown:

• Dynamic Workflow List
  • Includes chatbot sequences, seller follow-up campaigns, and long-term nurturing flows.
  • Each workflow is tagged with specific timeframes (e.g., 10 days, 14 days, 30 days, 24 months) based on lead interest level.
• Conversation AI Integration
  • Chatbot sequences (Part 1 & 2) engage leads immediately upon entry.
  • AI-driven responses help qualify leads before human intervention.
• Pipeline-Based Automation
  • Leads are automatically assigned to sales reps based on pipeline stage (e.g., “Assign to Clay,” “HOT Leads,” “FTU Not Interested”).
  • Each stage triggers a tailored workflow with specific messaging and deadlines.
• Scalable Contact Management
  • Over 4,000 leads managed in long-term follow-up campaigns.
  • Real-time updates and segmentation ensure no lead is left behind.

This system transformed hugo’s lead management from reactive to proactive, enabling the team to handle high volumes without sacrificing personalization or speed.