Automation Case Study: Simple Meta Ad Lead Management Automation
If you're a company collecting leads through Meta ads, you've probably experienced this concern at least once.
With dozens of leads coming in every day through ads, the task of classifying these leads by tier and sending customized messages to each client individually is all done manually, taking far too much time.
When human errors like typos or omissions occur during busy work hours, it gets really frustrating.
On top of that, delayed responses can lead to customer complaints, making it no easy problem.
Recently, B Company contacted us with exactly this concern.
B Company was consistently acquiring many leads daily through Meta ads.
The problem was that the entire process of segmenting these acquired leads by tier and sending customized messages for each tier to clients was all manual.
Naturally, work efficiency suffered...
Effectively managing leads and quickly delivering them to clients is directly tied to ad performance, which was causing even more stress for the team members in charge.
Meta Ad Lead Management Automation: 4 Features Built with Make
As soon as a lead comes in through Meta, we built an automation system with Make that automatically classifies the lead according to predefined logic and immediately sends tier-specific customized messages via SMS.
In B Company's case, leads were managed in four bundles: Premier A, Premier B, Special A, and Main A. Each bundle also had a daily maximum for the number of leads that could be delivered to clients.
The automation was designed with the following logic.
Overall Make scenario configuration
- When a lead is generated from Meta ads (Facebook), the information is automatically saved in the database.
- The number of messages sent to leads per bundle is tracked, automatically checking whether the maximum allowed message count has been exceeded.
- Automatic SMS delivery: Once a tier is assigned to a lead, pre-configured client-specific messages are automatically sent.
- Every day at midnight (00:00), the bundle count values are reset to 0.
What Changes Did It Bring?
Thanks to this automation process where leads are automatically classified and customized messages are accurately sent to clients, B Company's employees can now focus on more productive and creative work.
They've been freed from the repetitive work of lead management and message sending, allowing them to focus wholeheartedly on genuine customer communication and service improvement.
The repetitive work that team members had been spending an average of 45 minutes on per day was nearly eliminated. Saving 200 hours annually, that's equivalent to cost savings of 2,006,000 KRW based on minimum wage.
Meanwhile, the annual cost of the MAKE platform is approximately 148,561 KRW, resulting in about 92.6% savings in cost and time compared to previous labor costs. In addition, human errors (typos, omissions, etc.) that could occur during manual work were also minimized.
What I want to emphasize from building this automation system is that
the time and energy we waste on repetitive manual tasks should now be invested in more important work—
strengthening customer relationships and strategic marketing activities that are essential to the business.
IMPAKERS Blog | Another Meta ad lead management automation case study Read more