Project at a glance
- Challenge
- Campaigns and forms needed to carry consistent data into the CRM.
- My delivery
- Assisted preparation, field validation, and tracking checks.
- Business value
- A clearer handoff from lead capture to sales follow-up.
The challenge
Duplicating a campaign could carry over another property’s links, parameters, or form fields. Incomplete form data made it harder to organize leads and use their information in the CRM.
My contribution
I was responsible for campaign preparation and process documentation. I used AI for copy, browser assistance, and troubleshooting, while business owners retained budget and publication decisions.
The solution
- Campaign and image/video ad-set preparation, with copy adapted to the property.
- Mapping lead-form fields, interest criteria, and tracking parameters to the CRM.
- Final configuration checks and incoming-data reconciliation to support follow-up.
Business value
I organized the handoff from acquisition to customer service, reducing configuration and data inconsistencies. The workflow connected campaign preparation with the information needed to classify and follow up with contacts in the CRM.
Applied capabilities
Assisted campaign operations, browser automation, form integration, tracking, data mapping, and quality review.