Abdul HannanJul 31, 2026

Lead Management System Walkthrough 🚀

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Lead Management System Walkthrough 🚀

Abdul Hannan

This video provides a walkthrough of the lead management system, covering the lead intake process from Meta ads, automated email and SMS notifications, and the coupon distribution workflow. It outlines both the completed automations and the remaining setup steps.

Lead Management System Walkthrough 🚀

Abdul Hannan

This video provides a walkthrough of the lead management system, covering the lead intake process from Meta ads, automated email and SMS notifications, and the coupon distribution workflow. It outlines both the completed automations and the remaining setup steps.

Chapters

00:00

Introduction

Overview of the two-part lead management and marketing system.

00:14

Lead Intake Process

02:12

Winner Coupon Automation

02:52

Marketing Email Sequence

03:46

Project Status Update

Transcript

00:01

Okay, so hi Nelson.

00:03

So I will give you a demonstration and like how our system will work.

00:10

Okay, so we have two parts in the system.

00:14

The first part is lead intake to get to run the meta heads and take the lead into our system so that we can send them marketing emails and coupons.

00:26

Right.

00:27

So first part is already completed.

00:30

so when, when we launched the meta ads.

00:33

Okay, so Saud has already created a meta instant form.

00:38

We shared that info in our WhatsApp group.

00:41

So when, whenever lead comes submit that form on our ad.

00:48

So this automation will fire.

00:50

Okay, this automation will fire.

00:53

Let me show you.

00:55

So you see the instant form is selected here.

00:59

So it will come, it will add a tag, it will create an opportunity in the first stage of our pipeline.

01:08

And you can see I have already tested it.

01:11

So it will send a email, email to the contact that thank you for submission for the form or like participating in this context.

01:20

So we will create emails like with your guidance.

01:25

You already sent one template.

01:27

So we will send, send, send that to contact.

01:30

We will also send SMS to contact which is optional.

01:34

we can remove it.

01:35

Okay.

01:36

If you want.

01:37

So it will send email, the first email to the contact, to notify that they have successfully added into our context.

01:48

After that it will send you a SMS notification.

01:51

Okay.

01:52

It will send you a internal SMS notification in GHL and will also send a send a SMS to your like phone.

02:00

Right.

02:01

That lead has come in our ghl.

02:06

Now this is the first part which is a very basic part to lead take lead intake.

02:12

Okay so now the second sequence will be like, let's say there are 10 leads came in this section.

02:19

Okay.

02:19

So you will come and you will just move the lead to the winner section.

02:24

So there will be an automation that will run after that.

02:28

Okay.

02:28

And you have created already and created a coupon.

02:32

So they will send a email to the to the person with the coupon and they will tell Congress you have achieved 20% off.

02:43

Okay.

02:44

And you have you already created the coupon code.

02:46

We will send that with the email.

02:49

Now this is the second automation.

02:52

Now the, now these new leads every week there will be a third eye automation.

02:59

Every week the automation will run on schedule and it will see all the leads in this section, it will update them to contact it and it will send them marketing emails that you wanted earlier.

03:15

Okay.

03:15

And let's say any one of them like have an interest in our services, in our product.

03:25

So they will be added into this part.

03:28

So right now this is the whole user journey in our mind.

03:32

Obviously we can have more automations, we can have more follow up automations depending on your use case, your customer but this is the basic like system we have in mind.

03:46

Okay so first part is already completed, the other part is remaining and the the automations are made.

03:54

Okay I have already done with the automations, let me show you.

03:59

So we have like marketing emails, outreach we have bi weekly coupon reminder so if we have sent the coupon we have to remind them to redeem it.

04:08

Okay and that's it.

04:12

So we have that and for, for the automations we will have to define the emails.

04:19

The which email to send the email templates we have are required from your site.

04:27

and maybe there will be more automations we can't say but this is the basic system in our mind.

04:35

So half of it is already completed, the half of it is like skeleton is already built.

04:42

We just had to activate and we have to set up the emails.

04:46

So that's the remaining part, the other things are already done and that's it.

04:53

If you have any question do ask.

Lead Management System Walkthrough 🚀 — Tella