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Case study

Brightline Creative — Stopped leads going quiet after the first call.

8-person marketing agency running paid media and SEO for B2B clients.

The problem in one sentence

New opportunities arrived through forms, referrals, and inboxes while the team was busy delivering client work.

What changed in one sentence

We built a lead-routing workflow and a first-response agent around their CRM.

Before we started

  • Leads waited until someone checked the inbox.
  • Follow-up quality changed depending on who owned the lead.
  • Founders had no quick view of which leads were stuck.

What we built

  • Lead capture and CRM enrichment from every source.
  • Owner assignment and Slack summary within minutes.
  • Agent-assisted follow-up sequence for day 1, day 3, and day 7.

After the system went live

  • Every qualified lead received a first reply in minutes.
  • Proposal-stage movement became easier to see.
  • The founder stopped manually checking whether follow-up happened.

Fast response matters, but consistency is what makes it scalable.

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