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ConnectifyAsia

Streamlining lead management and client onboarding through intelligent automation workflows

The Challenge

ConnectifyAsia was experiencing inconsistent lead follow-up processes and manual onboarding that was causing them to lose potential clients. Their team was overwhelmed with manual tasks, leading to delayed responses and poor client experience.

The Solution

I built a comprehensive automated lead management and onboarding system:

  • Automated client onboarding workflows
  • Slack notifications for team coordination
  • Anthropic LLM for personalized lead qualifier
  • AI-powered lead qualification using OpenAI RAG
  • WhatsApp automation for instant lead engagement
  • HubSpot CRM integration for seamless data management

The Results

40%
Increase in conversions
60%
Reduction in onboarding time
85%
Improved lead qualification
24/7
Automated client communication

Platforms & Technologies Used

WhatsApp Business
HubSpot
Slack
PostgreSQL
Telegram
Anthropic LLM
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