Send intake form automatically to new email inquiries
Send intake form automatically to new email inquiries
Your incoming client inquiry emails often lack intake details, leaving you guessing on scope and next steps. You get a prompt intake form link sent to new prospects so they can be qualified same day.
Overview
Stop leaving inbound inquiries unqualified and rushing manual replies. This flow spots qualifying emails, checks your client list, logs known contacts, and replies to new prospects with an intake form so your team can qualify leads the same day. Implementing it reduces manual triage and gets prospects into your funnel faster.