Marketing & Lead Operations System

01 — Context

Marketing activity generated leads, but there was no consistent system for logging them, following up, or handing qualified leads to Sales with enough context to act on.

02 — The Problem

Leads risked falling through the cracks between being generated and being acted on, and content was being posted without a consistent process connecting it to lead capture.

03 — My Role

Marketing at Perla Engineering

04 — The Approach

Split the role into two explicitly owned tracks, each with its own daily and weekly rhythm, and built one shared system connecting them: content that generates leads, and a process that makes sure every lead gets a timely reply and a clean handoff.

05 — The System

A lead-tracking system with defined statuses (new, contacted, meeting, lost), reply templates, and a weekly reporting rhythm, paired with a content calendar with clear rules — including a strict rule against posting anything that isn't real project work.

06 — How It Works

A new lead is logged within an hour and replied to within two, using a template. Qualified leads are handed to Sales the same day with full context. Anything unanswered after 24 hours gets followed up. A weekly summary — total leads, source, status — goes to management.

07 — Tools

• Google Sheets
• WhatsApp
• Social media

08 — Implementation

In active use as the standing process for content and lead handling.

09 — Current Evidence

A separate, CV-documented result from this period — a 30% increase in lead generation — exists, but isn't confirmed to be specifically attributable to this system versus marketing activity more broadly. It's presented on its own under Results rather than claimed here.