Send retainer request emails to qualified leads daily
Send retainer request emails to qualified leads daily
When webhook leads lack a signed retainer, your intake queue stalls and reps waste time on manual follow-up. You get contract emails sent automatically so prospects can sign and onboard within 24h.
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Overview
Stop manual chasing and get signed retainers into your pipeline faster by sending contract requests within 24 hours of a qualified submission. This streamlines intake for account managers and shrinks onboarding lag so clients can start work sooner.