Lead Generation & Intake Automation

Lead Generation & Intake Automation

Consent and data privacy form automation

July 7, 20251 min read

Lead Generation & Intake Automation

Initial assessment questionnaire distribution

July 7, 20251 min read

Lead Generation & Intake Automation

Notifying staff of new high-priority leads

July 7, 20251 min read

Lead Generation & Intake Automation

Route leads to appropriate counselor based on criteria

July 7, 20251 min read

Lead Generation & Intake Automation

Scheduling of introductory calls/meetings

July 7, 20251 min read

Lead Generation & Intake Automation

Automated follow-up emails to new inquiries

July 7, 20251 min read

Lead Generation & Intake Automation

Automated tagging and segmentation of prospects

July 7, 20251 min read

Lead Generation & Intake Automation

Automated website lead capture and qualification

July 7, 20251 min read

Lead Generation & Intake Automation

Capture and import leads from multiple channels (social, ads, referrals)

July 7, 20251 min read

Lead Generation & Intake Automation

Client intake form collection and response logging

July 7, 20251 min read