Send signature request and SMS to new leads
Send signature request and SMS to new leads
Your retainer signature requests from web intake often go unsigned, stalling onboarding and outreach. This sends a signature link and follow-up SMS so you get signed retainer agreements same day.
Workflow preview:
Zap details:
Overview
Leads that don't receive a signing link and a quick reminder go cold, delaying onboarding and campaign ROI. This flow sends a templated signature request and an immediate SMS follow-up so campaign managers and marketing ops see signed retainers and push prospects to active status same day.