MARKETING

Automate marketing lead follow-up

We attend, qualify and pass every lead to sales without delay so no marketing opportunity is lost to neglect.

Automate marketing lead follow-up

Automating marketing lead follow-up is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.

We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.

We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.

We attend, qualify and pass every lead to sales without delay so no marketing opportunity is lost to neglect.

THE CHALLENGE

marketing lead follow-up

Leaving marketing lead follow-up to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.

  • Leads captured without follow-up

    Leads arrive from forms and campaigns but nobody follows them up in time. Contacts go cold before reaching sales.

  • Variable qualification criteria

    Each person decides whether a lead deserves follow-up by their own judgement. Quality leads get lost among low-intent ones.

  • No visibility of the journey

    It is unclear where each lead is in the funnel or what actions it received. Marketing and sales do not share a common picture.

APPROACH

marketing lead follow-up

An agent with rules, exceptions and milestone control.

  1. Lead capture and enrichment

    Each lead is recorded from its source and enriched with activity and interaction data. Information is unified in the CRM.

  2. Qualification by scoring rules

    A scoring model assigns points by defined profile and behaviour. Leads below the threshold are discarded or nurtured.

  3. Assignment with sales judgement

    Qualified leads are assigned to the right rep and the team validates the handoff. Each manual assignment is logged.

  4. Traceable follow-up and conversion

    Each lead moves through the funnel with its actions recorded. Conversion and discard reasons feed the scoring model.

DELIVERABLES

marketing lead follow-up

An operational, traceable agent under your control.

  • Automated lead pipeline

    Capture, enrichment and qualification circuit with continuous follow-up.

  • Configured scoring model

    Documented scoring rules by profile and behaviour.

  • Validated sales assignment

    Handoff of qualified leads with sales team confirmation.

  • Conversion report

    Funnel evolution with conversion and discard reasons by source.

TRUST

AI applied to real processes with supervision

AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.

  • A clear task and success criteria before automating.
  • Human supervision with milestone and exception control.
  • A measurable first release before expanding scope.
  • Code, configurations and documentation under your control.

FAQ

Questions about automate marketing lead follow-up

Have a project in mind?

Tell us what you need around automate marketing lead follow-up. We will help you turn it into a clear, viable delivery plan.