Marketing & Lead Generation Systems
Facebook monitoring, sheets sync, first-touch routing, registration reminders
The problem
Ad engagement and form registrations generated leads across platforms, but nothing connected. Facebook ad interactions weren't captured, spreadsheet leads weren't synced to the CRM, and event registrations had no automated reminders — so attendance and follow-up suffered.
Previous workflow
Marketing ran ads and collected registrations, then exported data manually into a spreadsheet. Follow-up was manual and inconsistent. No one could see which ad engagement turned into a real lead, and registrants got at most one reminder.
Solution
An acquisition and nurture ecosystem: Facebook ad engagement routed into monitoring scenarios, real-time Google Sheets to CRM contact synchronization, conditional buyer vs. seller first-touch outreach, and multi-stage registration reminder drip cadences.
Implementation
- 01
Built a Facebook CRM monitoring scenario routing ad engagement into real-time monitoring pipelines.
- 02
Created a Google Sheets to CRM contact sync that watches rows, searches existing contacts, and executes automated create/update flows without duplicates.
- 03
Implemented a new-lead first-touch engine routing opportunities by buyer or seller status with instant SMS, tags, internal notes, and tasks.
- 04
Designed registration confirmation and reminder sequences with automated tagging and multi-touch timed email/SMS reminders.
My role
Sole architect and implementer — scenario design, ad-platform integration, CRM sync logic, and the nurture sequence build-out.
Outcomes
- Ad engagement captured and routed instead of lost between platforms.
- Spreadsheet and CRM data stayed in sync automatically, removing manual exports.
- Every new lead got an instant, conditional first touch based on their type.
- Registrants received a timed reminder sequence instead of a single manual reminder.
Demonstration
Marketing & Lead Generation Systems