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Work · Marketing Automation · 2024

Seedbid

We helped Seedbid go from hours of manual lead sorting to specialist response in minutes using marketing automation, CRM routing, and authority-led social content.

Seedbid case study cover

Minutes

Leads reach the right specialist

0

Manual sorting on inbound enquiries

60 days

Authority-led social presence built

↑ Inbound

Enquiries from social and web forms

The client

Seedbid helps MSMEs and startups with project finance, subsidies, and registrations. They needed operational automation for inbound leads and a social presence that matched the professionalism of their firm.

Industry
Financial Services · MSME
Year
2024

Challenge

Seedbid runs diverse services across project finance, MSME subsidies, and startup registrations. Inbound leads had no routing system, and their social presence did not reflect the professionalism of the firm.

What we did

Built a fully automated inbound email routing system so every enquiry reaches the right specialist instantly. Took over Instagram and Facebook with a cohesive visual identity and an educational content engine for MSME founders.

How we did it

Mapped every service line and the specialist team behind it. Rebuilt the contact form with conditional fields, wired tag-based routing into a central CRM, and paired it with instant prospect acknowledgements. For social, we ran a competitor audit, defined three content pillars — regulatory updates, founder education, and case-led credibility — and published on a consistent monthly cadence.

Strategies & approach

  • 1Map the lead journey from first contact to closed deal.
  • 2Build automated sequences and routing rules for each service line.
  • 3Connect CRM, email provider, and website forms into one flow.
  • 4Audit social presence and build a monthly content engine.
  • 5Create, schedule, and publish across platforms; report monthly.

What we delivered

Inbound lead routing

Smart forms that tag, format, and route leads to the right department in real time.

Automated email sequences

Welcome, nurture, and acknowledgement flows from first signup.

CRM setup and integration

One source of truth connecting website, email, and team inboxes.

Instagram content creation

Posts, stories, and reels aligned to the brand and MSME audience.

Facebook management

Page management and community engagement for founder trust.

Performance tracking

Open rates, routing accuracy, social reach, and enquiry attribution.

Results

Lead response time dropped from hours to minutes with zero manual sorting. Social channels grew into a consistent, professional presence that educates MSME founders and drives steady inbound enquiries.

The inbound routing system is flawless. Every lead lands with the right expert without any manual sorting. Our social presence finally reflects the professionalism of our firm.

Operations Manager, Seedbid