Case Study
Lead nurture rebuild
Rebuilt a broken follow-up system so every lead received consistent nurture across CRM, email, and booking.
Last updated: 2026-02-06
Stack
Keap + Zapier + Calendly
Before → After
Before
- Follow-up sequences stopped mid-journey.
- Leads were not tagged consistently after booking.
- Sales team could not trust pipeline reporting.
After
- Consistent follow-up restored across the pipeline.
- Reporting became reliable for weekly reviews.
- Team confidence increased with clear documentation.
Workflow map
The fix focused on making each handoff explicit, testable, and owned by one source of truth.
- Forms
- CRM
- Tags
- Booking
- Nurture
- Reporting
Constraints
- Existing CRM data needed to remain intact.
- Multiple campaigns overlapped with live launches.
- Changes had to be tested without downtime.
Solution
- Mapped every trigger, tag, and campaign breakpoint.
- Rebuilt the automation with clear decision paths.
- Added QA checklist and documentation for the team.
What changed
- Defined a single tagging strategy (no duplicate or conflicting tags).
- Made each trigger/goal explicit so journeys can’t silently break.
- Added QA checkpoints + documentation so the system stays maintainable.
Next steps
Need a similar rebuild? Send project details.