Create follow-up CRM deal from paid social leads
Create follow-up CRM deal from paid social leads
Your paid social lead forms arrive with messy contacts and unclear intent, slowing intake and leaving consult slots unfilled. Leads arrive standardized and routed to intake for same-day consultations.
Overview
When paid social leads arrive messy, intake stalls and consult slots go unused; this flow turns each lead into a standardized contact and deal assigned to consultations. Intake coordinators receive qualified leads in minutes, enabling same-day bookings.