OCAL Financial: Automated Pipeline & Lead Qualification System
Role: Marketing Manager (Demand Generation)
Client: Ocal Financial
Solution: Built an automated inbound pipeline system that captures, qualifies, routes, and books inbound leads in real time, converting demand into sales-ready opportunities while eliminating manual follow-up and reducing response time.
Key Components:
- Automated lead qualification and routing workflows
- Structured lead routing integrated with CRM workflows
- Instant response and booking workflows for inbound leads
- End-to-end pipeline system connecting inbound leads to qualified opportunities
Results:
- 300+ SQLs per month
- Response time reduced from ~6 minutes to ~30 seconds
- CAC reduced by 66%
- Reduced manual lead handling through automated qualification and booking workflows
- Reduced missed opportunities through automated follow-up workflows
DOCUMENTATION
