
AI Lead Funnel & CRM Automation · 2026
Uni Discovery & The Career Discovery
Built an AI-powered lead funnel and CRM automation system for Uni Discovery and its sister company, The Career Discovery — connecting Meta Ads, Zoho CRM, WhatsApp, and bookings into one automated flow.
Category
AI Lead Funnel & CRM Automation
Year
2026
Services
Zoho CRM Setup, Zoho Bookings Integration, WhatsApp Automation (WATI / AiSensy), Zoho Flow Automation, Next.js Lead Form Integration
Outcome
Delivered a connected lead management system for Uni Discovery and The Career Discovery — Meta Ads to CRM to WhatsApp to booking — that follows up automatically and keeps every lead tracked in one pipeline instead of scattered across tools.
Overview
This was built for Uni Discovery, a premium college-admissions mentorship company, and its sister brand, The Career Discovery. Leads were coming in through Meta Ads, but there was no real system behind them — no CRM to track who'd been contacted, no automatic follow-up if someone didn't book, and bulk updates meant messaging people one by one. I built a connected system across Zoho CRM, WhatsApp, email, and bookings that captures every lead automatically and keeps following up until they either book or drop off — so nothing just sits there unanswered.
Built For Uni Discovery & The Career Discovery
This system was built for Uni Discovery — a premium college-admissions mentorship company — and its sister brand, The Career Discovery, which runs profile-building programs for the same students earlier in their journey. Both companies run on the same founder's Meta Ads spend and the same lead pipeline, so the automation had to work across both.
The Problem
Leads were coming in from Meta Ads, but after that it was mostly manual. There was no central place tracking who'd been contacted, no automatic nudge if someone didn't book a call, and no easy way to message a group of leads at once — just individual follow-ups, done by hand, easy to lose track of.
What We Built
I connected the whole flow: Meta Ads leads land directly in Zoho CRM, a booking link goes out over WhatsApp and email right away, and if the lead doesn't book, WhatsApp reminders go out automatically at 24, 48, and 72 hours — stopping the moment they do book. On top of that, there's a bulk WhatsApp campaign setup for messaging segments of leads at once, and a CRM pipeline (New Lead → Contacted → Booked → Paid → Closed) that keeps everything visible in one place.
How It Helps
Nothing depends on someone remembering to follow up anymore. A lead comes in, gets contacted, gets reminded automatically if they go quiet, and the whole history sits in one CRM pipeline instead of scattered across ads, WhatsApp, and email — for both Uni Discovery and The Career Discovery. Less manual chasing, fewer leads falling through the cracks.


Deliverables
- Meta Ads Lead Integration
- Zoho CRM Setup
- Zoho Bookings Integration
- WhatsApp Automation
- Email Automation
- Follow-up Workflow
- Lead Pipeline
- Bulk WhatsApp Campaign Setup
Result
Delivered a connected lead management system for Uni Discovery and The Career Discovery — Meta Ads to CRM to WhatsApp to booking — that follows up automatically and keeps every lead tracked in one pipeline instead of scattered across tools.
Services Provided
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