This project involves a collaboration between the product, sales, and marketing departments, as well as the development team, as implementing the new process proved to be challenging. To ensure the project's success, comprehensive research was conducted to identify the best practices and industry standards. During the ideation phase, we thoroughly analyzed the processes used by other platforms and used them as a reference for our approach.

Having conducted workshops with the team, we have finalized our sales pipeline activities and created a flow on Miro to visualize the process of how we will utilize automation. To achieve this, we utilized Active Campaign, a Customer Relationship Management tool, for managing all our automation, setting up forms and email campaigns to support in generating our leads.

By automating the sales pipeline, it makes it easier for us to run targeted and personalized emails to a specific audience to promote products and services or nurture relationships. It allows us to communicate directly with our customers or prospects, share valuable content, and drive desired actions like sales or engagement.