Create new client lead and notify intake team
Create new client lead and notify intake team
Your social lead responses lack location and billing context, so intake can't prioritize clients for scheduling. Standardized contacts are routed to intake and a central sheet for same-day outreach.
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Overview
Leads from social forms often arrive incomplete and unlogged, leaving intake scrambling and appointments delayed. This flow captures each submission, creates a standardized contact, and alerts intake so outreach happens same day.