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D2C brand selling eco-friendly home products

Growth Plan

👤 CLIENT NAME : EcoMart

📍 LOCATION : Pune, India

👩🏻‍🎨 TEAM SIZE : 5 employees

🧑🏻‍💻 BUSINESS : D2C brand selling eco-friendly home products

📝 TOOLS USED : Shopify, WhatsApp, Instagram

The Problem

EcoMart was experiencing growth pains:

1. Lead Follow-up Leakages:

• WhatsApp DMs and email leads were lost in the chaos.
• No CRM. Leads were followed up manually (and inconsistently).

2. Order Confusion:

• Shopify orders, WhatsApp CODs, and offline exhibition orders were tracked separately—sometimes not at all.
• Customer experience was affected due to missed deliveries or wrong dispatches.

3. Zero Visibility on Marketing ROI:

• Running paid ads on Meta and influencer collaborations on Instagram, but no central dashboard to measure ROI.
• Team spent hours compiling manual data weekly.

The Solution: What We Implemented

1. Lead Capture + Follow-Up Automation

• Unified all incoming leads (Shopify + WhatsApp + Meta) via n8n webhook integrations.
• Auto-logged in Notion CRM with tags: source, stage, urgency. 

 2. Order-to-Delivery Workflow

• Connected Shopify, Google Sheets, and a Notion order tracker.
• n8n updated inventory in Notion, created delivery schedule, and notified the warehouse team via Slack.

 3. Marketing ROI Dashboard

• Created Notion dashboard integrating Meta Ad spend, Shopify revenue, and campaign URLs.
• Tracked UTM links → measured per campaign CAC (Customer Acquisition Cost) via automated reporting.

The Outcome

Time Saved

50–60 hours/month across team

Money Saved

Avoided hiring 2 coordinators

Effort Saved

Removed chaos in operations, built strong data culture

Transform your brand today!