A lead engagement system delivered for a social media and content agency. Their leads already lived as tasks in Asana; this workflow turns each status change into the right next step, from onboarding a new client to nudging a quiet lead.
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Every lead needed a different next step depending on where it stood: a folder and content task for new clients, a follow-up for leads who had gone quiet or were sitting on a quote, a welcome for those who signed. Each of those relied on someone noticing the status change and acting on it.
A single Zap watches the agency's Asana lead tasks. When a status changes, it routes the lead down one of five paths. Silent leads and open quotes get a follow-up, a wait, and a reply check, so a second nudge only goes to people who haven't answered. Approved and paid clients get a personalized welcome drafted with AI and sent from Gmail.
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One Asana status change routes the lead down one of five paths. New clients get a Drive folder and a content task. Silent leads and open quotes get a follow-up, a wait, and a reply check, so a second nudge goes out only if nobody answered. Approved and paid clients get a personalized welcome email.
Stage: Client project · Delivered. Built and handed over to the client. The client's name and results aren't published, so no performance figures are shown.