Lead Capture & Client Onboarding

Lead Capture & Client Onboarding

Verification of client information and payment confirmation

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Scheduling consultations and readings with integrated calendar invites

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Tagging and segmentation of new clients in marketing systems

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Client welcome email sequence

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

E-signature requests for agreements or consent forms

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Pre-session questionnaire distribution

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Automated website lead form to CRM entry

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Automated consent and intake form collection

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Automated reminders for upcoming appointments

admiJuly 7, 20251 min read

Lead Capture & Client Onboarding

Auto-sync client data to management dashboard

admiJuly 7, 20251 min read