Marketing automation agency that keeps every lead moving.
Forms, CRM, WhatsApp and email connected so each lead is routed, followed up and reported on, and none is lost between tools.
In short
Marketing automation is the work of connecting your forms, ads, CRM, WhatsApp and email so each lead is captured, routed to the right person, followed up on time and reported on, without anyone copying data between tools. It suits B2B, education and D2C teams that lose leads between tools.
- Tools that talk. Forms, CRM, WhatsApp, email.
- Routed fast. A named owner for every lead.
- Reported plainly. Source to qualified lead to win.
Read the full guide
Monday Marketing Company (MMC) sets up marketing automation for B2B, education and D2C teams, so enquiries reach a person quickly and your reports show which sources produce qualified leads.
Rules first, tools second
Automation speeds up whatever process you already have, good or bad. So we write down the rules first: what counts as a qualified lead, who owns it, how fast they should respond and what happens if they do not.
Then we build them into your CRM and messaging tools. For the lead side, see lead generation; for follow-up messages, WhatsApp marketing and email and CRM.
What a marketing automation service provider does
As a marketing automation service provider, we map how leads arrive and who should act, then connect forms, ads, CRM, WhatsApp and email so routing, reminders and nurture run on their own. Marketing funnel automation is set up step by step, with a written rule for each stage, and checked in reporting every week.
What we do in marketing automation.
Six jobs, from capture to reporting.
- Lead capture. Forms, ad leads and chats flowing into one CRM.
- Lead routing. Rules that give each lead a named owner.
- Follow-up. An instant reply and an alert if the team is late.
- Nurture. Email and WhatsApp paths that pause when a person steps in.
- Feedback to ads. Qualified and won stages sent back to ad platforms.
- Reporting. Source to qualified lead to win, in one view.
Why brands choose MMC for this
Automation is only as good as the rules behind it.
- Rules written first. We agree what a good lead is before we build anything.
- Tools you already own. We connect what you have where we can.
- People stay in charge. Automation hands over when a person should step in.
- Reported end to end. From source to a won deal, in one view.
Lead loopA lead arrives Lead form to CRM, in one step
Lead form
SubmittedCRM
Enquiry thread The conversation stays attached to the lead
WhatsAppHi, is this still available?
Yes. Can I send you the details and a time to visit?
Yes please.
Lead card
ContactedSource: Meta lead formPipeline Every stage is defined in plain words
New
Contacted
Visit booked
Won
Send it back Conversions API
stage changeConversions
API
Meta- Qualified leadMatched
- Form submitted onlyPartial
Optimise for the right lead Two campaigns, two readings
The work, shown
What we automate.
- 01
Capture each lead in the CRM.
A form or ad lead becomes a CRM record with its source attached, the moment it arrives.
- 02
Reply on the channel they used.
An instant acknowledgement goes out and the owner sees the lead, so the first reply is quick.
- 03
Move leads through clear stages.
Each lead sits in a stage with an owner, and stalled leads are flagged.
- 04
Send qualified stages back to the ad platform.
When a lead qualifies or is won, the signal returns to your ad accounts, so they find more like it.
- 05
Report from source to win.
One view shows which sources produce leads your team accepts, so budget follows quality.
Where it leaks
Lead routing and follow-up SLAs.
- 1
Forms and sources
Leads land in inboxes, sheets and chats.
A lead in the wrong place is a lead nobody follows up. Sources also get mixed up.
How we run it. We send every form, ad lead and chat enquiry into one CRM with its source attached.
- 2
Lead routing
Leads wait for someone to notice them.
Without clear rules, leads sit in a shared queue, or go to the wrong team.
How we run it. We route by rules such as course, city, product or deal type, so each lead has a named owner at once.
- 3
Follow-up SLA
No agreed time to first reply.
A service level agreement is a promise on how fast the team responds. Without one, replies slip and interest cools.
How we run it. We agree a first-response time with your team, send an instant acknowledgement and alert the owner if it is missed.
- 4
Nurture
One reply, then silence.
Most buyers are not ready on day one. Without a follow-up path, they drift to a competitor.
How we run it. We set up nurture on email and WhatsApp that pauses when a person replies or a salesperson steps in.
- 5
Hand-off and feedback
Sales outcomes never reach marketing.
If ads cannot see which leads became customers, they keep optimising for cheap, poor leads.
How we run it. We send qualified and won stages back to your ad platforms and reports.
Not sure where to start?
Want this looked at for your brand?
On a call, with a senior strategist. We say where we would start and what the first 30 days look like.
Reporting
Reporting
Sources
Connect the sources
Forms, ad leads, CRM and messaging are connected and tracking is checked.
You get: One place where every lead is counted.
Numbers
Define the numbers
Qualified lead, response time and win are defined with your sales team.
You get: A shared definition of a good lead.
View
Build the view
One report follows a lead from source to qualified lead to win, with an owner for each number.
You get: A report your team will actually use.
Review
Review each week
We read the report with you, fix the gaps it shows and move budget to the sources that qualify.
You get: A short weekly note on what changed.
The stops show the order of the work, not a promise of results.
A marketing automation agency for teams that have leads to protect.
A good fit
You get enquiries from several sources and a team that follows them up.
It suits B2B, education and D2C teams where speed of reply and a clear owner matter.
Not a fit
You have almost no leads yet.
Fix lead generation first. Automation needs volume and a process to speed up.
Common questions
Marketing automation FAQs
What is marketing automation?
Marketing automation uses rules and software to do repeat marketing and sales tasks without manual work: capturing leads, routing them, sending follow-up messages and reporting. People still decide the rules and handle the conversations.
What do you automate first?
Usually lead capture and routing, then the first response and follow-up. Those are where leads are most often lost. Nurture and reporting come next, once the basics run reliably.
What is a follow-up SLA?
SLA stands for service level agreement. A follow-up SLA is an agreed time in which a new lead gets a first reply, for example set separately for enquiries and demo requests. We help set the time with your team and add an alert when it is missed.
Which tools do you connect?
Your forms or landing pages, ad lead forms, CRM, WhatsApp and email platform, and your reporting tool. We work with what you already use where we can, and suggest a change only when there is a clear gap.
Can automation help with WhatsApp and email together?
Yes. A lead can get an instant acknowledgement, a reply from your team and a nurture path across both channels, stopping when a person steps in. WhatsApp needs opt-in and approved templates. See WhatsApp marketing.
How does reporting work?
We connect sources, lead stages and sales outcomes so reports follow a lead from source to qualified lead to win. That shows which campaigns produce leads your team accepts, not just the cheapest ones.
Is this only for B2B?
No. It suits B2B teams with a sales cycle, education brands with enquiries and counsellors, and D2C brands with high-consideration products or large orders.
Do you guarantee results?
No. We commit to clear rules, reliable set-up and honest reporting, and we do not promise a lead or revenue figure.
Find where your leads slip away.
On a call, with a senior strategist. We trace a lead from form to CRM to reply and show where it stalls.
Run the numbers, read the method
Tools and guides behind the numbers.
CalculatorCAC runwayHow long a new brand burns before it turns.Open the calculator
CalculatorLTV:CACWhat a customer is worth and how fast you recover it.Open the calculator
GuideWhy ad dashboards over-count salesMeta, Google and your store each count their own conversions, so the totals never match. Here is why dashboards over-count and how to read results anyway.Read the guide
Ready when you are
Find where your leads slip away.
On a call, with a senior strategist. We trace a lead from form to CRM to reply and show where it stalls.
Start here
Tell us where growth is stuck.
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Rather talk now? Call +91 766 630 9102 or message us on WhatsApp.
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