Digital Marketing

Stop Losing the Leads Who Weren't Ready Yet

Scoring, segmentation and lifecycle workflows that keep every enquiry warm until they're genuinely ready — and tell sales exactly why, the moment they are.

  • Scoring built on real closed data
  • CRM as the single source of truth
  • Every workflow has an exit
  • You own the platform and data

Is this you?

Four Signs Your Leads Are Leaking

Most businesses don't have a lead generation problem. They have a lead follow-up problem.

  • Sales calls everyone once and gives up

    The 80% who weren't ready this month get no further contact, and buy from whoever stayed in touch.

  • Nobody can say which leads are worth calling

    Sales works the list top to bottom because there's no signal separating a researcher from a buyer.

  • Your CRM and your marketing tool disagree

    Contacts exist in both, with different owners, different stages and no reliable answer about who's right.

  • Marketing and sales argue about lead quality

    One side says the leads are bad, the other says they're not worked — and no definition exists to settle it.

Overview

The System Between a Lead and a Sale

Definitions, workflows and routing — set up once, then improved against what actually closes.

Most companies generate more demand than they convert, and the gap is rarely the marketing. It's what happens after: an enquiry arrives, gets one call, and disappears because they weren't buying that month. Lifecycle marketing is the discipline of staying useful to those people until they are, without a human having to remember to follow up.

It starts with definitions, not software. What separates a lead from a qualified one, which behaviours actually correlate with closing, who owns a contact at each stage, and what triggers a handover — agreed between marketing and sales before anything is automated. Automating an argument just makes it run faster.

Then we build it. Scoring weighted on your own closed-won data rather than a template's guesses. Segmentation by industry, source, stage and behaviour so the content people receive is relevant to where they actually are. Workflows with clear entry and exit conditions, so nobody sits in three sequences at once. Routing that puts the right lead in front of the right rep with the history attached. And measurement that reads all the way through to revenue, so the next round of tuning is done on what closed rather than on what got opened.

Capabilities

What's Included

Nine areas of lifecycle work. Which matter most depends on where your funnel actually leaks.

  • Lifecycle Strategy & Definitions

    Stage definitions, qualification criteria and ownership rules agreed between marketing and sales before any automation is built on top of them.

  • Lead Scoring Models

    Fit and behaviour scoring weighted against your own closed-won data, then recalibrated as evidence accumulates rather than left as set.

  • Segmentation & Lists

    Dynamic segments by industry, source, stage and behaviour, so nurture content is relevant instead of broadcast to everyone.

  • Nurture Workflows

    Multi-step journeys with explicit entry and exit conditions, branching on behaviour so nobody sits in three sequences at once.

  • CRM Integration & Sync

    Bidirectional sync with clear field ownership and conflict rules, so the CRM stays the single version of the truth.

  • Lead Routing & Sales Handoff

    Assignment rules, alerts and context delivered to the right rep — including what the lead read and why the score moved.

  • Trigger & Behavioural Campaigns

    Real-time responses to meaningful actions — pricing page visits, demo requests, repeat returns — while intent is still live.

  • Re-engagement & Recycling

    Structured programmes for closed-lost and dormant contacts, so the database becomes an asset rather than a cost per record.

  • Attribution & Pipeline Reporting

    Reporting that follows leads through to closed revenue, so channel and campaign decisions are made on pipeline instead of opens.

Deliverables

What You Receive

  • Lifecycle stage definitions agreed by marketing and sales in writing
  • Lead scoring model documented, weighted and calibrated on closed data
  • Segmentation structure with dynamic list logic
  • Built and tested nurture workflows with entry and exit conditions
  • CRM integration with field mapping and ownership rules
  • Routing and alert rules with escalation paths
  • Pipeline reporting dashboards from source through to revenue
  • Documentation and training so your team can run and extend the system

Stack

Platforms We Work In

We work in the platform you already own, and will say plainly when it can't do what you need.

Automation

  • HubSpot
  • ActiveCampaign
  • Marketo
  • Klaviyo
  • Customer.io

CRM

  • HubSpot CRM
  • Salesforce
  • Pipedrive
  • Microsoft Dynamics

Data & Integration

  • Zapier
  • Make
  • Segment
  • Webhooks

Reporting

  • Looker Studio
  • GA4
  • HubSpot Reporting

Our Process

How We Build the System

Six phases. The definitions get agreed before anything is automated.

  • 01

    Funnel Audit & Data Review

    We map the current journey, audit CRM and platform data quality, and analyse closed-won and closed-lost history to find what actually predicts a sale.

    Deliverables: Funnel map, data quality assessment, conversion analysis

    1–2 weeks
  • 02

    Definitions & Scoring Design

    Stage definitions, qualification criteria and the scoring model agreed with both marketing and sales in the room — the step most programmes skip and later pay for.

    Deliverables: Lifecycle definitions, scoring model, service-level agreement

    1 week
  • 03

    Integration & Data Hygiene

    CRM and platform connected with field mapping and ownership rules, duplicates resolved and records normalised before any workflow depends on them.

    Deliverables: Verified integration, field mapping, cleaned database

    1–2 weeks
  • 04

    Workflow Build

    Segments, nurture journeys, trigger campaigns and routing rules built and tested with real records — including what happens when someone qualifies mid-sequence.

    Deliverables: Live workflows, segments, routing and alert rules

    2–4 weeks
  • 05

    Launch & Handover

    Phased activation with monitoring, plus training for marketing and sales so the system is operated by your team rather than treated as a black box.

    Deliverables: Live programme, documentation, training sessions

    1 week
  • 06

    Optimisation

    Scoring recalibrated against new closed data, sequences tested and pruned, and reporting reviewed against pipeline rather than engagement metrics.

    Deliverables: Optimisation reports, scoring updates, pipeline analysis

    Ongoing

Engagement

How We Work Together

Three shapes, depending on whether you're building, fixing or running the system.

  • A fixed-scope build from definitions through to live workflows and reporting. Best when nothing structured exists yet.

Fit

Who This Is For

And, just as usefully, who it isn't for.

Ideal for

  • B2B businesses with sales cycles measured in months rather than minutes
  • Companies generating leads their sales team can't work fast enough
  • Organisations where marketing and sales disagree about lead quality
  • Businesses sitting on a large dormant database they've stopped contacting
  • Teams whose automation grew organically and now conflicts with itself
  • Companies that can't trace closed revenue back to a source

Not the right fit if

Why DM Solutions

What You Get Beyond the Workflows

Four commitments aimed at whether the system survives contact with a sales team.

  • Definitions Before Automation

    Marketing and sales agree what qualifies a lead before we build anything. Automating an unresolved disagreement just makes it run faster.

  • Scoring From Your Closed Data

    Models weighted on what actually closed for you, not a template's assumptions — and recalibrated as more evidence arrives.

  • Every Workflow Has an Exit

    Entry and exit conditions are explicit, so nobody receives three sequences at once or keeps getting nurtured after they've bought.

  • Reported Through to Revenue

    Dashboards follow leads to closed pipeline, not to open rates. Engagement metrics are how programmes look successful while contributing nothing.

Proof of work

Funnels That Stopped Leaking

Programmes where pipeline from existing demand grew without more spend at the top.

Testimonials

What Clients Say About Working With Us

  • DM Solutions feels less like an agency and more like an extension of our own team. They challenge our assumptions, bring data to every debate, and genuinely care whether the numbers move.

    Elena Vasquez

    Head of Demand Gen, Cortex Software

  • What stood out was that they treated our budget like it was their own money. Every channel was measured, the underperformers got cut fast, and the winners got scaled. Refreshingly honest.

    Hannah Brooks

    VP Marketing, FreshCart

  • The campaign strategy paid for itself within the first quarter. Qualified leads went up, cost per acquisition came down, and for once the reporting actually made sense to our leadership team.

    Aisha Demir

    CMO, Verde Wellness

Questions

Frequently Asked Questions

The six that come up before every lifecycle build.

  • Email marketing owns the campaigns themselves — newsletters, sends, list health, deliverability and creative. This owns the logic that decides who receives what and when: scoring, segmentation, lifecycle stages, CRM sync and sales routing. Email is one of the channels this system uses. Most clients need both, and they're built to work together rather than duplicate.

Ready to Work the Leads You Already Have?

Tell us what happens after an enquiry arrives. We'll map where it leaks and come back with a plan and a fixed-price proposal.

Detailed proposal within 48 hours. No commitment required.