Personalization at Scale
Segment by intent, source, and lifecycle. Templates adapt to each lead’s context automatically.
A lead nurturing system that segments, personalizes, and automates multi-channel follow-ups—email/SMS sequences, behavioral triggers, timing rules, and reporting your team can trust. Built for Boulder, Colorado, New York, and the U.S.
Consistent, relevant follow-up—without manual chasing—so more conversations turn into pipeline.
Segment by intent, source, and lifecycle. Templates adapt to each lead’s context automatically.
No lead left behind: automatic first-touch, reminders for reps, and SLA-aware timing.
Email and SMS (where appropriate) with handoffs to calls and tasks when a human is needed.
Events, UTMs, and dashboards show open → reply → qualified conversion and revenue impact.
Map stages (new, engaged, MQL/SQL, stalled), sources, and attributes for personalization.
Entry/exit rules, time-based delays, behavior triggers (opens, clicks, page views, no-reply), and SLA guards.
On-brand email/SMS templates, merge fields, dynamic content, and task rules for reps.
Cohort dashboards, A/B tests, and monthly iteration to improve reply rate and qualified pipeline.
Related services: CRM Implementation · Chatbot Integration · Email Marketing
Commonly HubSpot, Pipedrive, Zoho, Salesforce, and ESPs like Klaviyo or Mailchimp. We choose based on your team, data, and budget.
We keep humans in the loop: task rules for key moments, caps on touches, quiet hours, and clear exit criteria for sequences.
Yes—where consented. We manage opt-in, quiet hours, and escalation paths so SMS adds value without being intrusive.
We’ll segment, sequence, and measure—so your team can focus on real conversations.