Fintech

CRM & Email Automation Setup

Designed and implemented automated lead nurturing workflows, email sequences, and CRM integration for a fintech platform.

14-dayNurture sequence

AutoLead scoring

CRMFully integrated

Leads were arriving faster than sales could follow up manually. We built a 14-day automated nurture sequence - acknowledgement, content, direct ask, value-add, and a final break-up email - wired directly into the CRM with point-based lead scoring so only qualified leads triggered a sales alert.

Tags: CRM, Email Marketing, Workflow Automation.

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