Work / Lead scoring and nurture automation

Case study ยท Lead management

Lead scoring and nurture automation

Engagement based scoring that segments and nurtures leads automatically, so no opportunity gets missed.

EnvironmentLive insurance account
Built withGoHighLevel workflows
LogicSignal, score, tag, route
FocusWork the right leads first
Lead scoring and nurture automation

The situation

When every lead looks the same in a list, your team works the newest one instead of the best one. Someone who has opened four emails and visited your pricing page gets the same treatment as a cold form fill.

Scoring fixes the order of work. Drip paths fix everything below the line, so leads who are not ready yet keep hearing from you without anyone doing it by hand.

The system also has to protect itself. Suppression logging, reply tracking and clean form capture are what stop a nurture engine from quietly burning the list.

5,379Opportunities scored
2,013Cold leads reactivated
261In warm nurture
144.71KEmails delivered

Inside the build

Screens from the live account. Contact details are blurred for privacy.

Lead scoring automation
Lead scoring automation. A multi branch workflow that classifies contacts into possible client, hot, warm, cold and re-engagement paths, then updates tags and opportunities without manual sorting.
Lead temperature routing
Lead temperature routing. One routing workflow separates hot, warm and cold, so re-engagement leads are not treated like fresh ones.
Opportunity pipeline management
Opportunity pipeline management. Multiple board views and stage based organisation, so lead handling is faster and nothing sits unassigned.
Email nurturing campaign
Email nurturing campaign. A small template library with multiple campaign templates, organised so each stage of the sequence is ready to deploy.
Newsletter form system
Newsletter form system. Structured form fields feeding clean data capture, which is what keeps the automation downstream reliable.
Delivery and suppression logger
Delivery and suppression logger. Email delivery issues captured and unsubscribed events logged, so sender reputation and list hygiene stay protected.
Customer reply logger
Customer reply logger. Replies tracked and tagged, with human handoff alerts so a real conversation never gets missed.
Form submission router
Form submission router. One router workflow sends submissions to the right branch, keeping follow up consistent while removing manual triage.
Nurture workflow architecture
Nurture workflow architecture. The whole nurture system organised into a modular workflow library, so it is easy to locate, review and maintain.
Performance dashboard
Performance dashboard. Opportunity status, pipeline value and conversion tracked together, so the effect of the nurture system is measurable.

Want something like this in your account?

Send me a short note about where your leads are getting stuck. I will reply with the first thing I would fix, whether or not you hire me.