Send personalized savings analysis email and log lead

You receive calculator submissions without a tracked outreach record, causing proposals to go unconfirmed. Deliver the tailored savings email and record the lead so managers can follow up same day.

Overview

When calculator leads land unrecorded, momentum stalls and your transition projects lose steam. This flow sends each prospect a branded savings analysis and logs the contact so program managers can follow up same day, keeping pipeline movement and onboarding timelines intact.