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Integrated Workflow: Lead Capture to Client Conversion, Lead Capture -…
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Lead Capture
Add lead in the contact database with the segmentation of their sources with the help of respective tags
Initial Contact
With our high 5 automation, we send the lead multiple comms in the 5 minutes, because this is a slot where 80% exists to book a deal
Email, SMS, Voicemail(optional)
Lead Qualification
in the above comms, we send them a link for a questionnaire/survey, where we asks them some predefined questions to book only the qualified leads out. and update their status after submission in the CRM
Qualified?
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No
Landed on simple thank you page and Update their status as unqualified in CRM and stops them to book the appointment
Could be a web form, social media, or a survey etc