Lead Management & Client Onboarding

Lead Management & Client Onboarding

CRM contact creation and enrichment

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Auto-reminders for incomplete onboarding steps

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Automated collection of client information and questionnaires

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Automated follow-up emails/messages for new leads

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Notification to sales team when a new lead is assigned

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Scheduling site visits and appointments with automated calendar invites

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Welcome email series for new clients

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Automatic follow-up emails and SMS for new leads

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Client information intake and digital document collection

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

CRM contact creation and categorization

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Digital contract and proposal generation workflow

admiJuly 7, 20251 min read

Lead Management & Client Onboarding

Integration of lead data with project management tools

admiJuly 7, 20251 min read

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