Lead Management & Client Onboarding

Lead Management & Client Onboarding

Calendar and availability synchronization

July 7, 20251 min read

Lead Management & Client Onboarding

Document collection and approval process (NDAs, project briefs)

July 7, 20251 min read

Lead Management & Client Onboarding

Integration with CRM for new contact creation

July 7, 20251 min read

Lead Management & Client Onboarding

Lead qualification and scoring

July 7, 20251 min read

Lead Management & Client Onboarding

Sending welcome emails and introductory documents

July 7, 20251 min read

Lead Management & Client Onboarding

Appointment scheduling for consultations and site visits

July 7, 20251 min read

Lead Management & Client Onboarding

Automated reminders for pending onboarding documents

July 7, 20251 min read

Lead Management & Client Onboarding

Automated website contact form to CRM entry

July 7, 20251 min read

Lead Management & Client Onboarding

Collecting client reviews/testimonials post-onboarding

July 7, 20251 min read

Lead Management & Client Onboarding

Conversion of paid consultation to client profile

July 7, 20251 min read

Lead Management & Client Onboarding

Distribution of welcome pack/information brochure

July 7, 20251 min read

Lead Management & Client Onboarding

Integration of client information into project management tool

July 7, 20251 min read

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