Send new lead alerts to owner and team

Your social lead form submissions arrive untriaged, leaving bookkeeping inquiries without owner context or scheduling details. Leads reach the owner and intake staff for same-day follow-up.

Overview

Untriaged social leads often stall outreach and reduce bookings for small professional services. This workflow funnels each qualifying lead to the owner and intake staff via email and a team channel so follow-up happens same day.