Create lead record and send intro PDF to prospect
Create lead record and send intro PDF to prospect
Your ad form inquiries land unmanaged, leaving estimators without contact details or appointment context. They receive a logged lead and an immediate intro PDF so bookings can be pursued same day.
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Overview
When ad form leads arrive untracked, estimators can’t prioritize callbacks and bookings slip. This flow captures each inquiry to your lead log, alerts office staff, and sends a prospect-facing PDF so follow-up happens within minutes and bookings can be pursued same day.