Lead Management & Client Onboarding

Lead Management & Client Onboarding

New client intake form automation

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Notification to staff when new lead is onboarded

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Scheduling onboarding calls or sessions

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Welcome email sequence for new clients

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Qualify and assign leads to sales team members automatically

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Schedule introductory calls or meetings automatically

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Score leads based on engagement and auto-assign follow-up tasks

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Send personalized onboarding emails to new clients

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Sync lead information across CRM, email, and project management tools

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Track lead status and trigger drip campaigns accordingly

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Capture new leads from website forms and route to CRM

admiJuly 6, 20251 min read

Lead Management & Client Onboarding

Collect and organize client intake documents via automated requests

admiJuly 6, 20251 min read

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