KM
Karan Mehta
12
Touchpoints
9 days
Lead to Convert
4
Auto Follow-ups
March 5, 2026
AUTO9:14 AM
Lead captured from Facebook Lead Ad
Form submitted: Name, Phone, Budget (₹1.1 Cr), Location pref (Powai). Auto-added to CRM pipeline stage: New Lead.
AUTO9:15 AM
Qualification message sent (automated)
Auto-message via API: budget confirmation + project brochure link. Response time: 47 seconds.
CALL2:15 PM
Outbound call by Amit V. (3 min 42 sec)
Discussed project details. Lead said "Accha laga but mujhe thoda sochna hai, let me think about it." Stage changed to: Thinking / Follow-up.
March 7, 2026 (Day 3 auto follow-up)
AUTO10:00 AM
Day 3 drip: Case study sent (automated)
Sent via API: "Aapke jaisa ek Thane builder ne 23 leads paye first week mein" + case study PDF link. Opened at 10:22 AM. Link clicked at 10:24 AM.
March 10, 2026 (Day 6 auto follow-up)
AUTO11:00 AM
Day 6 drip: Social proof + limited offer (automated)
Sent via API: "March end tak onboard karne pe setup fee waive hai. Just FYI, no pressure." Opened at 11:14 AM.
INBOUND11:18 AM
Lead replied (inbound message)
"Actually maine wo case study dekhi thi. Unka Thane project humara jaisa hi hai. Convinced ho gaya. Chalo start karte hai."
STATUS11:22 AM
Stage changed: Thinking → Onboarding
Changed by Amit V. Onboarding form sent. Lead converted in 9 days with 4 automated touchpoints and 1 manual call.