plugwheel
Service details

Marketing Automation

Lead capture, scoring and campaign flows that run without a report rebuilt before every meeting.

Lead Capture Segmentation & Scoring Campaign Flows
Description

Ad leads, forms, events and inbound messages become clean records with source, fit, owner and next step attached automatically. We build the scoring and audience logic so the right people enter the right campaign, list, CRM stage or sales queue — not a spreadsheet someone has to update by hand.

Sequences, reminders, CRM tasks and follow-ups run on their own, then pause or branch the moment a real reply or status change happens, with a live dashboard replacing the report you used to rebuild every week.

What You Get

  • Clean Lead Records: Every form, ad and inbound message arrives enriched with source, fit and owner.
  • Real Scoring Logic: Leads route to the right campaign, list or sales stage automatically.
  • Live Dashboards: Campaign and follow-up performance visible without rebuilding a report.
How fast can this be live?

Most workflows ship in 2–6 weeks depending on scope — you get a fixed build plan before we start, so there’s no surprise timeline.

Do we need to already use no-code tools?

No. We build in Zapier, Make, n8n and Airtable when that’s the fastest fit, and in Python, TypeScript or APIs when the logic needs real branching — whichever gets it running reliably, not whichever is trendy.

Who owns the automation once it’s built?

You do. Full documentation and a walkthrough are included, and everything runs on your own accounts — no lock-in to us.

What happens if something breaks?

Every workflow ships with monitoring and error alerts, and a light retainer keeps it measured and improving as your business changes.

Pricing

Discover
the perfect plan

Other services
  • + Workflow Mapping
  • + AI Extraction
  • + Approvals & Routing
  • + Support Agents
  • + Sales Agents
  • + Guardrails & Evals
  • + Operational Dashboards
  • + Admin Panels
  • + Data Modeling

Let’s
start your project

Workflows, AI agents and dashboards that run your repetitive work.
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