Conversion Funnel Automation

Still sending manual emails to your customers? Here’s how we automated the entire email marketing funnel for our client. Most large enterprises have already embraced AI to track SKUs, forecast hiring, and optimise financial decisions. But when it comes to marketing? They’re still stuck with batch-and-blast emails… generic content, poor timing, zero personalisation. AI is improving how companies work but not yet how they connect with customers. Recently, we helped a retail client move from batch emails to AI-driven journeys using Salesforce Marketing Cloud. 📍We mapped customer data across touchpoints to build unified audience profiles 📍We set up automated, trigger-based journeys tailored to user behavior and purchase history Within 3 months: ↪️ Customer engagement increased by 38% ↪️ Repeat purchases rose by 22% especially among previously inactive users By connecting customer data and automating responses, their marketing became timely, relevant, and proactive. Remember, when AI powers the backend and the customer experience, that’s when real growth happens. Which part of your marketing funnel do you think AI should automate next?

We’ve audited hundreds of inbound marketing engines and seen billions of dollars lost due to a mindnumbingly simple problem: Lead Management Process - Poorly defined and/or - Poorly executed It’s hard enough to generate good leads. - It’s hard work - It’s very expensive - It’s nuanced and difficult And yet, even when it works - Leads are lost - Due to slow response - Due to poor follow up - Poor qualification/routing We have two big problems here: 1. Leads WANT to talk to sales - And don’t hear back in time - So they buy from a competitor 2. Leads DONT WANT to talk to sales - And are annoyed by SDRs - Following up too many times - When they’re not close to ready - Often not even fit for ICP/Personas - With ineffective outreach/messaging - Wasting tens of millions on sales costs This is a massive GTM Inefficiency And there’s a simple fix for it. To save/win tens of millions. 𝟵 𝗦𝘁𝗲𝗽𝘀 𝘁𝗼 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 𝗟𝗲𝗮𝗱 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 1. Separate Hand Raisers - They need rapid response - Other leads don’t need this - Each type has a different process 2. Map the Lead Management Process - Step by step 3. Define Lead Qualification and Routing Rules - How and when are leads qualified? - How and when are they routed to reps? 4. Implement Lead Scoring to Prioritize Follow-Up - Lead scoring takes time - Start simple and then optimize it 5. Build the Follow-Up Cadence - Plan follow up well - Then measure and improve it 6. Leverage Automation for Immediate Response - Automated emails - Access to book meetings - Make it easy on the buyer 7. Set SLAs Between Marketing and Sales - What do we expect of reps? 8. Monitor Execution in the CRM - How do we hold reps accountable? - To meet the SLAs mentioned above? 9. Optimize the Funnel with Real Data - Leverage data to optimize - What’s being executed and not? - What’s working and not working? - What types of leads convert the most? - What types of follow up and messaging? - What do we cut/increase/optimize to improve? This isn’t theory. We’ve rolled this out across dozens of teams. It works. Leads stop slipping through the cracks. Reps follow up faster. Pipeline goes up—without spending more on demand gen. But most companies never do this. They obsess over generating more leads. Then waste the ones they already have. 🤔 More on this in tomorrow’s 📰 𝙍𝙚𝙫𝙊𝙥𝙨 𝙒𝙚𝙚𝙠𝙡𝙮 📰 Subscribe to get it here: https://bit.ly/49RCm0h ✌️

Let AI Qualify. Let Humans Close. Most sales organizations today are over-relying on headcount and outdated funnels. Leads get dumped into CRMs, sales reps grind through outreach, and conversion rates remain stubbornly low. We believe the real breakthrough lies at the top of the funnel — where AI doesn’t just assist, but leads. We’ve reimagined the sales process for clients by letting AI take the first steps: engaging, enriching, and initiating conversations. Flipping the Funnel: 3 Key Changes Using our agent store, we’ve introduced three deliberate upgrades to the traditional lead generation model: 1) Proactive Conversational Bots Instead of passive “Let us know how we can help” chat windows, we deploy AI chat interfaces that initiate the interaction. These bots engage site visitors with intent-driven questions, qualify interest, and populate structured CRM records — without human involvement. -Higher engagement -Richer data capture -Lower drop-off rates 2) Real-Time Context from Market Eye Agents Every inbound lead is enriched instantly using our Market Eye agents, which pull live firmographics, technographics, and behavioral signals from a variety of public sources to add more context so that the right offer can be targeted This transforms each inbound or conversational lead into a full profile — with buyer readiness indicators baked in. 3) Intelligent Outreach Agents Our Outreach Agents then follow up using tailored sequences informed by the context above with appropriate personalization Email, LinkedIn, or SMS — the channel is dynamic, the message is personal, and the goal is clear: drive meetings. We track this with a simple, high-impact metric: number of meetings setup per 100 leads And it’s consistently outperforming traditional sales outreach model by a margin. Why This Matters Beyond the Funnel: This isn’t just about conversion rates today. Every interaction captured through this AI-led system becomes first-party data — structured, contextual, and ethically owned. This data is the foundation for future machine learning models that can score intent, predict close likelihood, and optimize sales motion across the board. Sales doesn’t need more tools layered onto broken processes. It needs a new architecture — one where AI leads at the top, qualifies with intelligence, and hands off to humans only when it counts.

𝐀𝐈 𝐢𝐬 𝐣𝐮𝐬𝐭 𝐚 𝐓𝐨𝐩-𝐨𝐟-𝐅𝐮𝐧𝐧𝐞𝐥 (𝐓𝐨𝐅𝐮) 𝐓𝐨𝐨𝐥! Think again. AI isn’t just helping brands attract attention— It's transforming every single stage of the customer journey. 𝐓𝐨𝐅𝐮. 𝐌𝐨𝐅𝐮. 𝐁𝐨𝐅𝐮. 𝐑𝐨𝐅𝐮. (Top, Middle, Bottom & Retention of Funnel) From the first ad click to post-purchase loyalty. Here’s how AI transforms the 𝐞𝐧𝐭𝐢𝐫𝐞 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐣𝐨𝐮𝐫𝐧𝐞𝐲—from first click to lasting loyalty 👇 🎯 𝐑𝐄𝐀𝐂𝐇 (𝐓𝐨𝐅𝐮) → Smart content curation → Programmatic media bidding → AI-generated content & voice search 𝘍𝘰𝘤𝘶𝘴: 𝘈𝘵𝘵𝘳𝘢𝘤𝘵 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘶𝘴𝘦𝘳𝘴 𝘸𝘪𝘵𝘩 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘦𝘥, 𝘱𝘳𝘦𝘥𝘪𝘤𝘵𝘪𝘷𝘦 𝘰𝘶𝘵𝘳𝘦𝘢𝘤𝘩. 🚀 𝐀𝐂𝐓 (𝐌𝐨𝐅𝐮) → Propensity modeling + predictive analytics → Lead scoring & ad targeting 𝘍𝘰𝘤𝘶𝘴: 𝘐𝘥𝘦𝘯𝘵𝘪𝘧𝘺 𝘩𝘪𝘨𝘩-𝘪𝘯𝘵𝘦𝘯𝘵 𝘶𝘴𝘦𝘳𝘴 𝘢𝘯𝘥 𝘯𝘶𝘥𝘨𝘦 𝘵𝘩𝘦𝘮 𝘵𝘰𝘸𝘢𝘳𝘥 𝘢𝘤𝘵𝘪𝘰𝘯. 💰 𝐂𝐎𝐍𝐕𝐄𝐑𝐓 (𝐁𝐨𝐅𝐮) → Dynamic pricing, retargeting, and web/app personalization → Chatbots step in for support 𝘍𝘰𝘤𝘶𝘴: 𝘙𝘦𝘥𝘶𝘤𝘦 𝘧𝘳𝘪𝘤𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘤𝘰𝘯𝘷𝘦𝘳𝘵 𝘪𝘯𝘥𝘦𝘤𝘪𝘴𝘪𝘷𝘦 𝘷𝘪𝘴𝘪𝘵𝘰𝘳𝘴 𝘪𝘯𝘵𝘰 𝘣𝘶𝘺𝘦𝘳𝘴. 💙 𝐄𝐍𝐆𝐀𝐆𝐄 (𝐑𝐨𝐅𝐮) → Predictive customer service → Marketing automation & dynamic content emails 𝘍𝘰𝘤𝘶𝘴: 𝘋𝘳𝘪𝘷𝘦 𝘳𝘦𝘱𝘦𝘢𝘵 𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦𝘴 𝘢𝘯𝘥 𝘣𝘶𝘪𝘭𝘥 𝘭𝘰𝘺𝘢𝘭𝘵𝘺 𝘸𝘪𝘵𝘩 1:1 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘢𝘵𝘪𝘰𝘯. If your AI strategy ends at ToFu…, it’s time to 𝐳𝐨𝐨𝐦 𝐨𝐮𝐭. You’re leaving a lot of revenue on the table. The most successful brands are integrating AI across 𝐞𝐯𝐞𝐫𝐲 𝐭𝐨𝐮𝐜𝐡𝐩𝐨𝐢𝐧𝐭. Let’s build smarter funnels with AI. 💬 #AIinMarketing #MarTech #CustomerJourney #MarketingAutomation #Personalization #DigitalMarketing #Growth #Retention #FunnelStrategy

You don’t need more leads. You need fewer dropped balls. Plenty of businesses are filling the funnel. But too many are leaking deals right after. The top of the funnel gets the attention—ads, forms, clicks. But once the lead comes in? That’s where things often fall apart. → No follow-up for days → CRM updates that never happen → Leads assigned to the wrong rep → Internal handoffs lost in Slack threads → Manual follow-ups that fall through the cracks And just like that, a warm lead goes cold. This is where automation—and AI—can actually help. Not by generating more leads, but by making sure the right steps happen every single time after a lead comes in. → Auto-route and prioritize new leads → Trigger timely, personalized follow-ups → Assign ownership and set the next action in your CRM → Nurture cold leads with AI-generated touchpoints → Keep your team in sync without extra reminders It’s not about doing more. It’s about never missing the things that already work. If your pipeline is full but deals aren’t closing, it’s not a volume problem. It’s a systems problem. — 🔔 Follow Nathan Weill for automation insights (without the fluff). #LeadConversion #AutomationStrategy #AIInBusiness #RevenueOps #CRMOptimization