A Buddhist organization struggled with capturing, managing, and engaging leads in their CRM. They needed a system to record, tag, and follow up before leads went cold.
We ran Meta lead ads, automatically synced contacts into HubSpot via Zapier, and built automated workflows in HubSpot to instantly tag, segment, and trigger multi-step email follow-up sequences.
No more lost leads. Every new contact was instantly organized in HubSpot, enrolled in the right email sequence based on their campaign source, and nurtured automatically — freeing the client from manual follow-up while keeping prospects warm.
Leads lost — all leads nurtured automatically, no contact left behind.
1
Unified system — multiple lead campaign sources managed through a single automated pipeline.
4
Emails — multi-step nurture sequences automatically delivered to every lead.
(1) Identify Goals: North Star – (2) Digital
Foundation – (3) Custom Experience Build –
(3) Lead Gen Playbook – (4) Iterate – (5) Celebrate
Let’s Start A Conversation
