Speedy Lead Follow Ups

Insight Collector Ai Marketing Automation

Personalize. Generate. Send.

As soon as a lead fills out a form, generate a customized response and share it with the sales team to tweak and send.

Trigger

Triggers are always customized to your processes.

Lead Form Submission

A lead completes a form on your website.

Operations

These are standard operations. Actual operations will be customized to your needs.

1. Review and Pull Context

Review form submission details.
Segment into a targeted persona.

2. Draft Intro Email

Identify the persona follow-up email template.
Pull relevant stats, case studies, resources and testimonials.
Draft an intro email featuring the identified resources.

3. Send

Identify the correct sales rep or randomly assign.
Send the follow-up email from that rep's email address, or save as a draft for them to review and send.

AUTOMATION IMPACT REPORT

MANUAL EFFORT

None

The automation can take care of identifying, personalizing and sending the email.

OUTPUTS

The lead follow-up email is the only output.

TIME SAVED

Varies

The time saved depends on incoming lead volume. The automation ensures qualified leads are contacted much more quickly.

Client Example

L2 Digital built a lead magnet for a client. When a lead uses this tool, it captures valuable details about what project's they are working on and where.

The Ai-powered automation reviews this data and then references a content asset library to find relevant case studies, digital products, resources and service pages. Those assets are then featured in the follow-up email that gets sent 5 minutes after the lead first used the tool.