For construction credit strategists: deliver prospect info kits quickly

Corporate credit strategists see prospect info requests get buried, risking slower qualification and lost franchise deals. Auto-sent info kits keep prospects engaged so reps can qualify leads faster.

Overview

Construction credit strategists risk deals cooling when prospect materials are delayed. This workflow delivers info kits to prospects and notifies reps immediately, transforming intake into prompt qualification with far fewer missed follow-ups.

Notable Features

Send info kits to prospects
Notify franchise reps on new leads
Create prospect records in CRM