Marketing ops capture free consultation leads into client records
Marketing ops capture free consultation leads into client records
Marketing ops miss consult leads when form submissions sit untriaged, letting prospects go cold. It creates client records and notifies intake so marketing ops can qualify and schedule prospects fast.
Overview
Marketing ops lose prospects when consult forms aren't captured into the client system. This workflow turns every consult request into a client record and alerts intake, removing manual handoffs so response times drop dramatically and missed follow-ups are eliminated.
Notable Features
- Create client records on submission
- Notify intake and marketing immediately
- Flag high-value leads for follow-up