Send consult intake email to new client leads
Send consult intake email to new client leads
Your reception's new client messages often lack an immediate response, delaying intake and qualification. The workflow sends a templated consult intake email so coordinators can progress leads same day.
Overview
When your reception flags a new client contact, this flow guarantees every prospect receives a clear consult intake email without manual work. Intake coordinators see submitted form links and can qualify leads same day.