Lead Management & Customer Onboarding

Lead Management & Customer Onboarding

Lead qualification and scoring based on custom criteria

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

New client information gathering surveys

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Welcome emails and onboarding document delivery

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Assigning leads to appropriate sales team members

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Automated follow-up emails and appointment scheduling

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Automated lead capture from website forms and emails

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Automated reminders for follow-up tasks

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Automatic prospect status updates in CRM

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Qualify leads using automated questionnaires

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Schedule introductory lesson emails automatically

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Send automated welcome emails to new subscribers

admiJuly 6, 20251 min read

Lead Management & Customer Onboarding

Send tailored onboarding sequences for different course types

admiJuly 6, 20251 min read

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