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HomeScheduling and reminders for consultationsClient Intake & Communication

Client Intake & Communication iconClient Intake & Communication

Client Intake & Communication

Scheduling and reminders for consultations

July 7, 20251 min read
Client Intake & Communication

Segmentation of clients for future promotions

July 7, 20251 min read
Client Intake & Communication

Art restoration quote generation and sending

July 7, 20251 min read
Client Intake & Communication

Automated appointment confirmations and reminders

July 7, 20251 min read
Client Intake & Communication

Automated client inquiry response and follow-up

July 7, 20251 min read
Client Intake & Communication

Automated pre-visit instructions and welcome emails

July 7, 20251 min read
Client Intake & Communication

Automatic notify team of new client onboardings

July 7, 20251 min read
Client Intake & Communication

Collecting and storing digital client signatures on agreements

July 7, 20251 min read
Client Intake & Communication

New client data collection and CRM entry

July 7, 20251 min read
Client Intake & Communication

Post-restoration feedback requests and surveys

July 7, 20251 min read
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Automate Done For You
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