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Create intake leads from funnel opt-ins for intake team

Create intake leads from funnel opt-ins for intake team

Your landing page opt-ins arrive without case details, delaying intake and missing consult opportunities. It creates complete lead records for intake coordinators so outreach happens same day.

Create intake leads from funnel opt-ins for intake team

Overview

When landing page opt-ins don't flow cleanly into intake, consult bookings stall and potential clients go cold. This flow converts opt-ins into complete lead records and alerts intake coordinators so outreach happens same day, improving contact velocity and scheduling.

Create intake leads from funnel opt-ins for intake team