Lead Management & Client Onboarding

Lead Management & Client Onboarding

Creating client profiles in CRM automatically

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Escalating urgent leads to management for review

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Integration of contact details with marketing platforms

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Qualifying and distributing leads to electricians based on location/availability

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Scheduling site visits/inspections automatically on calendar

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Sending personalized onboarding emails/SMS to new clients

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Tracking follow-up tasks for unresponsive leads

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Triggering welcome sequences for new clients

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Auto-qualification and scoring of leads

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Auto-routing of leads to relevant restoration specialists

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated confirmation and reminder emails for appointments

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Automated lead capture from website and social media inquiries

admiJuly 6, 20251 min read

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