Growth Marketing & Lead Automation

My Role

The Challenge

Leads came in from paid ads, but follow-up was manual and inconsistent. Enrollment suffered because prospects got lost in the process, and the team lacked clear visibility into lead quality, sources, demographics, and progress.

 

 

My Approach

I built a complete lead management system in the CRM to turn raw inquiries into enrolled students faster and more reliably.

  • Mapped every lead source (Facebook ads, Google ads, organic, referrals) for accurate tracking.
  • Assigned lead managers automatically based on rules.
  • Created custom fields: lead status (new, contacted, qualified, enrolled, lost), pricing/package selected, demographics (age, location, background), and private notes for managers.
  • Set up automated workflows: welcome messages, nurture sequences, reminders, and session invites triggered on sign-up.
  • Integrated everything with ad platforms so data flowed in real-time.

This created a clean funnel where every lead had visibility and timely touchpoints without constant manual work.

 

Results

  • Smoother lead flow with faster response times.
  • Better tracking of which ad sources delivered the best enrollments.
  • Managers could prioritize high-potential leads using demographics and notes.
  • Automation reduced drop-offs by keeping prospects engaged from sign-up through enrollment.

The system is still in use as an always-on engine supporting sales and student acquisition.

 

Tools Used

Paid ads platforms, CRM (custom fields + automations), basic integrations for real-time data sync.

Result