Management Pro

Overview

Management Pro wanted a more effective way to engage prospective clients and identify their strategic needs before an initial consultation. Traditional website forms captured contact information but provided little insight into a prospect's challenges, readiness, or areas of risk.

The opportunity was to translate Management Pro's Logical Framework (LogFrame) methodology into an interactive digital experience that could educate prospects while simultaneously capturing meaningful audience and qualification data.

My Role

I led the strategy and development of an AI-assisted audience assessment and lead-generation system. Working from Management Pro's LogFrame methodology, I translated consulting concepts into a 10-question diagnostic designed to identify potential weaknesses in project strategy and execution readiness.

I developed the assessment architecture, weighted scoring logic, audience segmentation, personalized results, and automated nurture journey. I also designed the integration between ScoreApp and Constant Contact to move assessment data into segmented marketing workflows and support more informed follow-up.

What I Delivered

• 10-question Strategic Risk Diagnostic grounded in LogFrame methodology
• Weighted scoring framework to identify areas of strategic risk
• Automated segmentation into three audience tiers based on assessment results
• Personalized results and recommendations based on participant scores
• ScoreApp-to-Constant Contact integration for lead capture and segmentation
• Three automated email nurture sequences with nine targeted marketing assets
• Abandoned-assessment follow-up to re-engage incomplete leads
• Structured lead intelligence to support more informed sales conversations

Why This Work Matters

This project demonstrates how AI and marketing automation can turn specialized business expertise into a scalable digital experience. Rather than using AI simply to generate content, I applied it as part of a broader lead-generation system combining diagnostic logic, audience data, personalized messaging, segmentation, and automated nurture.

The result is a repeatable framework that delivers immediate value to prospective clients while giving the business richer insight into audience needs before a sales conversation begins.

Capabilities Demonstrated: AI-Assisted Marketing · Marketing Automation · Lead Generation · Audience Segmentation · Assessment Design · Lead Qualification · Email Nurture Strategy · Customer Journey Design