Lead Management & Client Onboarding

Lead Management & Client Onboarding

CRM entry and segmentation based on lead source

July 7, 20251 min read

Lead Management & Client Onboarding

Digital contract generation and e-signature workflow

July 7, 20251 min read

Lead Management & Client Onboarding

Lead qualification scoring system

July 7, 20251 min read

Lead Management & Client Onboarding

Scheduling consultations and site visits with calendar integration

July 7, 20251 min read

Lead Management & Client Onboarding

Task assignments for new leads to the sales team

July 7, 20251 min read

Lead Management & Client Onboarding

Welcome email series for new clients

July 7, 20251 min read

Lead Management & Client Onboarding

Automated follow-up emails and reminders to new inquiries

July 7, 20251 min read

Lead Management & Client Onboarding

Automated lead capture from web forms and social channels

July 7, 20251 min read

Lead Management & Client Onboarding

Automated notification to team upon new lead or client onboarding

July 7, 20251 min read

Lead Management & Client Onboarding

Automatic customer database entry and updates

July 7, 20251 min read

Lead Management & Client Onboarding

Lead qualification and scoring workflows

July 7, 20251 min read

Lead Management & Client Onboarding

New client data entry into CRM with cross-system synchronization

July 7, 20251 min read