Client type: Small EdTech startup selling cohort-based courses.
Problem: Leads arrived via forms but follow-up was inconsistent, so high-intent leads cooled off.
Automation architecture
- Trigger: Lead form webhook
- Enrichment: validate + segment by interest
- Actions: CRM upsert, email sequence (Day 0/1/3), Slack alert on engagement
- Handoff: booking link with pre-filled context
Implementation notes
- Use dedup keys (email + source) to avoid multiple sequences.
- Add opt-out handling (unsubscribe flag in CRM).
- Write every message with a single goal: book a call or reply.
Automation export
Import the workflow JSON, then connect email provider, CRM endpoint/token, and Slack webhook.