CRM & Salesforce Report

Bay Street Lending

Paid Search Lead Pipeline & Automation Summary
Prepared by MELLEKA MARKETING
Lead Pipeline Overview
Paid Search Leads
Total lead volume and status distribution
99
Total Paid Search Leads
5
Working
Application Out
72
Open
Not Contacted
Pipeline Distribution
Working (5)
Open - Not Contacted (72)
Other Statuses (22)
Working Leads by Source
Working - Application Out
5 leads actively progressing through underwriting
5
Leads
Google Ads
2 (40%)
Bing Ads
3 (60%)
Lead Status Summary
Status Breakdown
All 99 paid search leads by current status
Status Count % of Total
Working - Application Out 5 5.1%
Open - Not Contacted 72 72.7%
Other Statuses 22 22.2%
Automations Created This Month
New Automations
3 workflows built and deployed this month
1

TrustPilot Review Email

Automated email request sent to clients after a successful transaction, prompting them to leave a review on TrustPilot to build online reputation and social proof.

Email Automation
2

Do Not Call Automation in Salesforce

Automated workflow within Salesforce that flags and enforces Do Not Call preferences, ensuring compliance and preventing outreach to opted-out contacts.

CRM Automation
3

SMS Message Right After a Call

Automated SMS follow-up triggered immediately after a phone call ends, reinforcing the conversation and keeping the lead engaged with a timely touchpoint.

SMS Automation
At a Glance

Monthly Summary

99
Total Paid Search Leads
5
Working (Application Out)
72
Open - Not Contacted
3
Automations Built
Prepared by Melleka Marketing