Lead Management & Customer Onboarding

Lead Management & Customer Onboarding

Pre-course information delivery with required instructions

July 7, 20251 min read

Lead Management & Customer Onboarding

Registration confirmation and digital onboarding packets

July 7, 20251 min read

Lead Management & Customer Onboarding

Scheduling of trial lessons and follow-up reminders

July 7, 20251 min read

Lead Management & Customer Onboarding

Welcome email sequence for new leads

July 7, 20251 min read

Lead Management & Customer Onboarding

Auto-segmentation of leads for targeted communication

July 7, 20251 min read

Lead Management & Customer Onboarding

Automated distribution of course information and pricing

July 7, 20251 min read

Lead Management & Customer Onboarding

Lead qualification and segmentation based on source and preferences

July 7, 20251 min read

Lead Management & Customer Onboarding

Nurturing sequences for unconverted leads

July 7, 20251 min read

Lead Management & Customer Onboarding

Survey dispatch for initial customer requirements

July 7, 20251 min read

Lead Management & Customer Onboarding

Syncing customer details to CRM/database automatically

July 7, 20251 min read

Lead Management & Customer Onboarding

Appointment scheduling and reminders for consultations

July 7, 20251 min read

Lead Management & Customer Onboarding

Assigning leads to sales representatives based on territory or product interest

July 7, 20251 min read

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