Create intake leads from new client intake entries
Create intake leads from new client intake entries
Your intake entries arrive without routing, leaving prospective enquiries untriaged and delaying outreach. It creates and classifies leads so intake coordinators can do same-day outreach.
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Overview
When intake items arrive without routing, marketing ops and intake coordinators spend time manually triaging prospects and outreach slips. This flow turns each qualifying intake entry into a classified lead with an attached intake note, enabling same-day outreach and consistent follow-up.