Lead Management & Client Onboarding

Lead Management & Client Onboarding

Collect and verify documentation needed prior to surveys

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Create and track proposals or estimates automatically

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

E-signature request and follow-up workflows

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Integration of client data into CRM and project management systems

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Onboarding process notifications to internal teams

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Qualification and scoring of incoming leads

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Welcome and orientation email sequences for clients

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Assignment of leads to appropriate team members

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated collection and verification of client documents

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated intake forms for new project requests

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated scheduling of discovery calls

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Document generation for proposals and contracts

admiJuly 6, 20251 min read

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