Bringing structure to leads and customer follow-ups.

01 / THE CHALLENGE

The work that needed to change.

Customer information and follow-up actions needed to move consistently between incoming enquiries, central records and marketing contacts.

02 / THE SOLUTION

Connecting the right steps.

One workflow checks due actions and coordinates contact updates, campaign tags, follow-up emails and team notifications. A second extracts fields from form emails, normalises the data and updates central and marketing records.

• Form-email information extraction
• Field normalisation
• Due-action checks and contact updates
• Campaign tags and team notifications

03 / THE WORKFLOW

How the system works.

1. 01Receive a lead or due action
2. 02Extract & normalise fields
3. 03Update central records
4. 04Maintain contacts & tags
5. 05Coordinate follow-up emails
6. 06Notify the team

04 / THE OUTCOMES

What the workflow made possible.

• Connected incoming enquiries to organised records.
• Coordinated follow-up steps across systems.
• Reduced repeated transfer of information between tools.

05 / TECHNOLOGY

Tools behind the workflow.