Lead Automation & FB Integration Setup

Case Study: 10-Day Lead Automation System

The Challenge:

A social media marketing agency was losing potential clients because they couldn't respond to leads fast enough. When someone filled out a form on Facebook or Instagram, it took hours (sometimes days) to follow up. By then, most leads had already moved on to competitors.

Key Problems:

  • Manual follow-up taking 4-6 hours on average

  • Only 23% of leads were being contacted within the first hour

  • Missing appointments because of poor tracking

  • No clear system to know which leads were hot or cold

The Solution:

I built a complete automation system using HighLevel that responds to leads instantly and guides them through the entire sales process automatically.

What I Built (10 Days)

Days 1-3: Foundation

  • Set up organized pipeline with 7 clear stages

  • Configured business profile and settings

  • Created tracking system for every lead

Days 4-7: Automation Engine

  • Built custom lead capture forms

  • Created simple landing page for ads

  • Connected Facebook and Instagram accounts

  • Set up instant email + SMS responses (sent within 60 seconds)

  • Added calendar booking links to all messages

Days 8-10: Testing & Launch

  • Tested every step of the process

  • Fixed any issues

  • Launched the live system

The Result:

Before vs. After (First 30 Days)

1st Automation

2nd Automation

How It Works (Simple Flow)

1. Lead fills out form on Facebook/Instagram ad

2. System captures their info instantly

3. Automatic messages sent within 60 seconds (email + SMS)

4. Lead books appointment using calendar link

5. Reminders sent automatically before meeting

6. Owner gets notified of every action

7. Pipeline updates automatically at each stage

Key Takeaway

By responding to leads in under 60 seconds instead of hours, this business tripled their monthly revenue without hiring extra staff or working longer hours. The system runs 24/7, never misses a lead, and ensures every potential client gets immediate attention.

Total Setup Time: 10 days
Monthly Time Saved: 60+ hours
ROI: 200% increase in revenue within first month

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Manila, Philippines

WhatsApp: 0966-367-1697