A lead that arrives at 11 p.m. can’t wait until Monday.
Journeys that reply instantly, qualify on their own and only call sales when the person is ready. The human team steps in where it makes a difference.
What happens in a lead’s first seven days
Example of a B2B lead generation journey. The design changes by business, but the logic is always the same: separate those who are ready from those who aren’t yet.
Form submitted
Immediate confirmation by email and WhatsApp, with the promised material. The lead knows it got through.
Automatic scoring
Revenue, industry and urgency become a score. That’s what decides the path from here on.
Goes straight to sales
Slack alert and a CRM task with a response deadline. No nurturing in between — someone who is ready doesn’t need an educational email.
Contact within 2 business hoursEnters nurturing by pain point
A content sequence chosen by the problem the person stated, not by the product we want to sell. Re-evaluated at every interaction.
Re-evaluated at every open or clickStays in the base, at no cost
Newsletter and open content. It doesn’t become workload for sales or media cost — and comes back into the flow if the scenario changes.
Revisited every quarterEverything recorded in the CRM
Source, score, every email opened and every reply. That’s what lets you say, at the end of the month, which campaign generated which sale.
How an automation gets off the ground at Manáry
Six steps, with your approval before any message reaches a customer. Tap each step to see what we deliver and what we need from you.
Alignment and access
Timeline and process agreed, and access to the tools that will talk to each other.
- What we deliver
- Access to the CRM, the email tool (Mailchimp, Brevo or whatever you already use), WhatsApp, forms and the website.
- What we need from you
- Grant access and name who is responsible for each tool.
Journey mapping and briefing
We understand how leads arrive and how sales happen today, before automating anything.
- What we deliver
- Entry triggers, segments, qualification questions, tone of voice and the right moment to call sales.
- What we need from you
- Answer the briefing and tell us where leads usually go cold.
Flowchart approval
We design the sequences before building: every path, every wait and every scoring rule.
- What we deliver
- Complete flowchart of the automations, with branches by profile and behavior.
- What we need from you
- Approve the design — this is where the path can change with no rework cost.
Messages and integrations for approval
We write the emails and messages, build the templates and connect the integrations.
- What we deliver
- Copy, templates and integrations between website, CRM, email and WhatsApp configured.
- What we need from you
- Review and approve each message before it is sent to anyone.
Testing and activation
We go through every path with test contacts, from the form to the sales alert.
- What we deliver
- Flows tested end to end and activated.
- What we need from you
- Validate the final test with your sales team.
Looker Studio report
The automations join the operation’s dashboard, with the data that shows whether the sequence is working.
- What we deliver
- Opens, clicks, conversions and leads handed to sales, integrated with the other sources.
- What we need from you
- Follow the results with us in the periodic review.
What Manáry delivers in automation
Mapping the real journey
Before automating, understand how sales happen today. Automating a bad process only speeds up the mistake.
Lead scoring
Score by profile and behavior, so sales goes after those who are ready.
Cart and quote recovery
The flow that pays for itself the most, in e-commerce and consultative sales.
Integration between tools
Brevo, CRM, WhatsApp and website talking to each other, with no manual spreadsheet exports.
Alerts for the sales team
Notifications in the channel the team already uses, with the lead’s context attached.
List hygiene
Inactive contacts are removed from sends. A clean base delivers better and costs less.
How many of your leads go cold waiting for a reply?
We map the path your lead takes today and show where it stops — usually at a point nobody is watching.