Lead Management & Client Onboarding

Lead Management & Client Onboarding

Qualification and routing of leads to appropriate classes or educators

July 7, 20251 min read

Lead Management & Client Onboarding

Segmenting and tagging clients by interest or registration status

July 7, 20251 min read

Lead Management & Client Onboarding

Automate capturing leads from website forms and social media

July 7, 20251 min read

Lead Management & Client Onboarding

Automated contract or consent form sending and collection

July 7, 20251 min read

Lead Management & Client Onboarding

Automated digital contract signing

July 7, 20251 min read

Lead Management & Client Onboarding

Automated follow-up emails to new leads

July 7, 20251 min read

Lead Management & Client Onboarding

Automated onboarding task assignment to team members

July 7, 20251 min read

Lead Management & Client Onboarding

Automatic lead capture from website forms

July 7, 20251 min read

Lead Management & Client Onboarding

Client document collection and validation

July 7, 20251 min read

Lead Management & Client Onboarding

Lead qualification and scoring

July 7, 20251 min read

Lead Management & Client Onboarding

Scheduling introduction calls with prospects

July 7, 20251 min read

Lead Management & Client Onboarding

Secure client portal creation

July 7, 20251 min read

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