Manual work removed at both ends of the funnel

Two automations, one principle: turn repeated manual work into documented, reliable workflows. An internal browser tool made lead capture a one-click step, and a branching nurture program took recurring sends and task creation off the team's plate.

~1 min → 1 clickper contact captured

5tool versions shipped

1,100+prospects in automation

1,170+CRM tasks auto-created

Part 1 · Data-capture tool

The manual problem. Capturing contact records from our licensed B2B data platform into campaign-ready spreadsheets was field-by-field copy-paste. Slow, error-prone, and mind-numbing at list-building volume.

The automation. An internal browser extension that captures the visible contact record, parses it, and appends it to a persistent, CRM-ready CSV. It splits full address strings into City, State, and Country, maps every field to a configurable spreadsheet column so exports open pre-aligned to the CRM import template, and keeps an editable lead store with sensible defaults (direct phone preferred over switchboard). Five documented versions shipped, each driven by daily use.

Before

Field-by-field copy-paste, roughly a minute per contact
Frequent column-alignment and formatting errors
A reformatting step before every CRM import

After

One click per contact into a CRM-ready CSV
Consistent columns and parsed addresses every time
Exports open pre-aligned to the import template

Capture panelinterface reconstruction with sample data

Contact Capture · v5.2⠿ ✕

First NameJane

Last NameSample

CompanyExample Capital Partners

TitleManaging Director

Emailjane@examplecapital.com

Phone(555) 010-0199 · direct

City / StateSt. Louis · Missouri

CountryUnited States

12 leads saved · columns mapped A–K

Extract + Save Save Manual Edits Download CSV Remove Last Clear List

Faithful reconstruction of the v5.2 panel: fields, buttons, and column-mapping status as shipped. Contact data is fictional.

Part 2 · Nurture workflow automation

The manual problem. Nurturing a large private-equity prospect list meant recurring manual sends, follow-up task creation, and status updates. Repetitive work that competed with campaign development.

The automation. A branching marketing-automation program that runs the sequence end to end:

Step 1

Prospect enters

Account owner notified automatically. 1,174 prospects entered the program.

Step 2

Field check routes

Branch logic sorts each prospect by a custom-field check, with 99.9% routed correctly.

Step 3

CRM task created

1,170+ follow-up tasks queued for the sales team without anyone creating them by hand.

Step 4

Sequence continues

Timed waits of 7 and 14 days pace emails and next touches on schedule.

Before

Manual follow-up setup for every batch
Repeated task creation by hand
Inconsistent routing and timing

After

Branch logic routes prospects automatically
CRM tasks created for sales on schedule
1,100+ prospects managed in one program

Outcome

List-building keeps pace with campaign volume without a cleanup step, and recurring sends and task creation no longer take anyone's week. Sales gets follow-up tasks queued automatically, and improvements to the tool are traceable because every version is documented.

← Previous: Reporting Next: Content & Enablement →