Project Type

Details

Pricing

CRM Pipeline Automation & Follow-Up Messaging System

Custom CRM automation focused on consistent follow-up across every stage of the funding pipeline. Includes: • 12 pipeline stages supported • 7 emails + 7 SMS per stage • 2-week follow-up sequence (Days 1, 2, 3, 5, 7, 10, 14) • Automated triggers when leads enter or move stages • Clean up status's and sources to implement 1 clean system for importing and marketing to data Deliverables: • 168 total templates (email + SMS) • Fully automated pipeline follow-up system

• Cleaned-up pipeline with clear stages for new lead and their assigned sources

First 30 days $6,000

Daily/Weekly

Re-Engagement Campaigns & Pipeline management

Daily bulk email and SMS campaigns for leads that exit the 2-week drip sequence. Includes: • Automatic targeting of stalled or inactive leads • Simple re-engagement messaging • Automatic movement of leads back into active pipeline stages • Prevents leads from sitting idle

Continued support for email and SMS template updates, marketing campaign ideation and CRM management support.

Monthly $3,000

Built on Tools - AI SMS & Email Responders

AI-powered responders that reply to inbound SMS and emails automatically. Includes: • Smart replies based on lead details • Automatic pipeline updates when leads respond for pipeline progression • Reduces response time and manual workload

Included

Directlend.AI 

Inbound Leads

Directlend AI will provide daily, hot inbound leads for a flat $12 per lead. Directlend AI will provide all WebID leads at no cost as part of the revenue-sharing program.

Directlend AI will receive a 15% revenue share on closed deals from the Directlend Lead Source.

Base $12 per lead (live inbounds only)

With 15% revenue share on closed deals