Lead Management & Client Onboarding

Lead Management & Client Onboarding

Automatic follow-up emails/SMS to new inquiries

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

CRM data synchronization across platforms

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Customer profile enrichment based on submitted forms

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Digital waiver/e-signature collection

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Lead scoring and qualification workflows

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Appointment cancellation and rescheduling automation

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated distribution of academy information packets

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated lead capture from website and social media

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated pre-class reminders

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated scheduling of introductory calls or class trials

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Scheduling initial consultations and reminders automatically

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Seamless integration with CRM for new lead entry and status updates

admiJuly 6, 20251 min read

1
…
29
30
31
32
33
…
43