MARKETING AUTOMATION AND LEAD MANAGEMENT
Marketing Automation and Lead Management
Capture leads and follow up faster with simple, well-planned workflows.
What is Marketing Automation?
Marketing automation connects forms, ads, CRM and messaging so leads are recorded and followed up consistently. This is a proposed offering, scoped case by case.
Please note: Paid tools, third-party accounts and consent practices. Scope is confirmed before work.
Problems it can address
- Leads lost in chats and spreadsheets
- Slow or forgotten follow-up
- Reports built by hand
Suited to
Businesses with steady enquiries who need a better follow-up process.
What’s included
Proposed scope, finalised after discovery. Deliverables: Workflow design, tool setup, testing and documentation.
CRM Setup and Configuration
Choosing and configuring a CRM so leads, stages and owners are tracked. Licence costs apply.
Lead Capture Workflows
Connecting forms, ads and WhatsApp so every enquiry is logged in one place.
WhatsApp Integration and permitted automation
Using the official WhatsApp Business Platform within its opt-in and template rules, via a provider.
Email Marketing Automation
Welcome and nurture emails set up in an email tool, sent only to opted-in contacts.
n8n Workflow Integration
Building workflows in n8n to connect your tools. Hosting or cloud plan costs apply.
Lead Follow-Up Automation
Reminders and acknowledgements so new leads get a timely, consistent response.
Marketing Reporting Automation
Pulling data from your tools into a regular report with less manual work.
How we work
01
Discover
We learn about your business, audience, goals and current setup.
02
Plan
We agree scope, priorities and a practical plan.
03
Execute
We map your lead journey, then build and test workflows before launch.
04
Measure
We review the data available and report in plain language.
05
Improve
We refine the work based on what we learn.
What we track
Typical KPIs, depending on your goals. These are measures, not promised outcomes.
- Lead response time
- Follow-up completion
- Leads logged correctly
FAQs
Only within WhatsApp’s policies, such as user opt-in and approved templates, usually through an official provider.
Typically a CRM, email tool, WhatsApp Business Platform provider and n8n hosting. These can carry subscription costs.
Related services
Learn how Analytics and Tracking supports your marketing.
Learn how Landing Pages supports your marketing.
Learn how Performance Marketing supports your marketing.
Talk to RGScale about Marketing Automation
Tell us about your business in Surat and what you want to achieve.