Lead Management & Client Onboarding

Lead Management & Client Onboarding

Automatic capture of website inquiries into CRM

July 7, 20251 min read

Lead Management & Client Onboarding

Automatic quote generation and sending to leads

July 7, 20251 min read

Lead Management & Client Onboarding

Client intake form data extraction and storage

July 7, 20251 min read

Lead Management & Client Onboarding

Duplicate lead detection and merging

July 7, 20251 min read

Lead Management & Client Onboarding

Instant SMS/email notification to sales for new leads

July 7, 20251 min read

Lead Management & Client Onboarding

Lead status update notifications to management

July 7, 20251 min read

Lead Management & Client Onboarding

Automated feedback requests post-registration

July 7, 20251 min read

Lead Management & Client Onboarding

Automatic lead follow-up emails and nurturing sequences

July 7, 20251 min read

Lead Management & Client Onboarding

Calendar event creation and reminder scheduling for new registrants

July 7, 20251 min read

Lead Management & Client Onboarding

New client welcome message with intake forms

July 7, 20251 min read

Lead Management & Client Onboarding

Payment reminder and invoice automation for new signups

July 7, 20251 min read

Lead Management & Client Onboarding

Pre-class information packet delivery

July 7, 20251 min read

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