Case study · Fertifa
From report download to booked intro call, fully automated.
Employee healthcareNurtureLead routingReporting

The project
- Client
- Fertifa
- Scope
- Employee healthcare, Nurture, Lead routing, Reporting
- Delivered via
- TJM Digital
- Live site
- fertifa.com ↗
The challenge
Fertifa needed to move cold HR leaders from a report download to a booked intro call, and route them to the right rep.
What we built
- A four-part nurture sequence from a Women's Health report download to a booked 15-minute intro call.
- Before building, validated the data: company industry and geography fields were 89–98% complete; contact-level geography was too weak to use, so the ICP logic runs at company level.
- Dynamic sector content blocks (Legal, Tech, Financial Services, Default) inside a behaviour-first nurture with time-based fallbacks.
- Funnel conversion and time-in-stage dashboards, plus marketing attribution reporting tying won deals back to source.
- Round-robin lead routing, and a reusable workflow that clears contacts stuck in departed employees' sequences.
The result
From report download to booked intro call, fully automated.
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