A lead-cadence engine that the client now audits by our standard
The situation
A Florida home care agency was buying referral leads that went cold: no systematic follow-up, no consent tracking on SMS, and a call-tracking integration that let junk calls into the CRM while blocking real ones.
The outcome
Three engagement batches delivered, every milestone approved on first review, most within 24 hours of starting. The client made our verification table his written standard for all future work.
What we built
- 5 automated cadences built to exact spec, including a 90-day contact cadence and a 2-year long-term nurture pool
- 43 SMS messages consent-gated across 13 live workflows for TCPA safety
- CallRail-to-CRM lead filter rebuilt and verified read-only against 7 historical runs before going live
- Every delivery shipped with a verification table: expected behavior next to actual behavior