Lead Management & Client Onboarding

Lead Management & Client Onboarding

Scheduling intro calls with prospects

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Sending automated welcome/onboarding emails

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Sending onboarding surveys to capture client preferences

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Syncing leads to CRM automatically

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Digital pre-survey questionnaire dispatch and collection

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Dynamic assignment of leads to surveyors based on location or expertise

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Follow-up email sequences for unresponsive leads

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Notify team about high-priority or VIP leads

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Scheduling intro calls or meetings with clients

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated client onboarding emails and information requests

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated lead capture from website and email

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automatic reminders for incomplete onboarding steps

admiJuly 6, 20251 min read

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