Transform Your Lead Generation: A Success Story

Author

Hina Sohrab
February 12, 2025

Hey there,

Ever wished your lead generation could run on autopilot? I'm excited to share how one of my clients transformed their sales process and generated 43% more qualified leads without adding a single work hour to their week. This isn't just theory – it's a real implementation with remarkable results.

The Lead Generation Challenge

My client, a growing marketing agency, came to me with familiar frustrations:

"I'm losing leads because I can't follow up fast enough. By the time we reach out, they've already found another agency." "My team spends hours on manual data entry instead of building relationships." "Despite our best efforts, leads are falling through the cracks, and we have no system to track them."

Sound familiar? Let's fix that.

The Monday.com + Make.com Solution

The magic happens when we combine Monday.com's powerful board structure with Make.com's automation capabilities. Here's the comprehensive setup:

Monday.com Board Structure

Your lead management board should include these essential columns:

  • Lead Name (Text)

  • Email (Email)

  • Source (Dropdown: Website, LinkedIn, Referral, etc.)

  • Status (Status: New, Contacted, Qualified, Proposal, Won, Lost)

  • Score (Numbers: 1-100)

  • Last Contact (Date)

  • Notes (Long text)

  • Next Action (Status)

  • Owner (People)

The Make.com Automation Blueprint

Here's the detailed scenario that revolutionized their process:

Trigger:

  • Form submission (Works with any form tool: TypeForm, Google Forms, etc.)

Actions Flow:

  1. Create Monday.com item

    • Automatically populate all fields

    • Set initial status to "New"

    • Assign to designated team member based on lead source

  2. Send personalized email

    • Dynamic template based on lead source

    • Include relevant case studies

    • Add calendar booking link

  3. Create follow-up tasks

    • Schedule 3-day follow-up if no response

    • Create task for lead scoring after 7 days

    • Set reminder for relationship nurturing

  4. Notify sales team

    • Instant Slack notification for high-value leads

    • Daily digest of new leads

    • Weekly performance metrics

The Game-Changing Results

After implementing this system, my client saw remarkable improvements:

  • Response time dropped from 4 hours to just 2 minutes

  • Lead conversion increased by 43%

  • Manual data entry reduced to zero

  • Sales team saved 15 hours per week

  • Lead tracking accuracy improved to 100%

  • Customer satisfaction scores increased by 27%

Implementation Guide

Ready to transform your lead generation? Follow these steps:

  1. Set up your Monday.com lead board

    • Use the structure above

    • Customize status labels for your process

    • Set up basic automations within Monday.com

  2. Connect Make.com

    • Create your free account

    • Connect Monday.com integration

    • Set up your form tool connection

  3. Test your automation

    • Submit test leads

    • Monitor the flow

    • Adjust timing and templates

Pro Tips

  • Start with a simple flow and expand gradually

  • Test all automated emails from a customer perspective

  • Set up error notifications in Make.com

  • Review automation analytics weekly

Automating your success,

Hina

P.S. What's your current lead response time? Reply with your biggest lead generation challenge, and I'll share a custom automation tip just for you.

Want to implement this system but need help? Book a quick call here.