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HomeSyncing lead data with CRM and project management toolsLead Generation & Client Onboarding

Lead Generation & Client Onboarding iconLead Generation & Client Onboarding

Lead Generation & Client Onboarding

Syncing lead data with CRM and project management tools

July 7, 20251 min read
Lead Generation & Client Onboarding

Sending progress updates to clients during onboarding

July 7, 20251 min read
Lead Generation & Client Onboarding

Sending contract and proposal documents with e-signature collection

July 7, 20251 min read
Lead Generation & Client Onboarding

Scheduling introductory calls and meetings with clients

July 7, 20251 min read
Lead Generation & Client Onboarding

Notifying team members of new leads and onboarding status

July 7, 20251 min read
Lead Generation & Client Onboarding

Generating and sending welcome emails and onboarding materials

July 7, 20251 min read
Lead Generation & Client Onboarding

Assigning tasks to team members based on onboarding workflow

July 7, 20251 min read
Lead Generation & Client Onboarding

Automatic capture and qualification of leads from web forms and social media

July 7, 20251 min read
Lead Generation & Client Onboarding

Collecting client information and requirements through automated forms

July 7, 20251 min read
Lead Generation & Client Onboarding

Collecting feedback post-onboarding automatically

July 7, 20251 min read
Lead Generation & Client Onboarding

Notification to sales team on new lead acquisition

July 7, 20251 min read
Lead Generation & Client Onboarding

Welcome packet delivery upon new client signup

July 7, 20251 min read
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