VP of sales & marketing: capture attributed tour leads
VP of sales & marketing: capture attributed tour leads
Marketing ops lose tour leads when forms strip campaign tags, causing missed memberships. This flow captures tour requests and tags prospects with campaign source so sales can follow up promptly.
Overview
Missed tour requests erode membership starts and skew campaign ROI. This workflow ensures every tour scheduling form becomes an attributed prospect in your CRM so sales can follow up promptly and marketing measures true performance. Expect faster first touches and far fewer missed follow-ups.
Notable Features
- Capture tour form submissions reliably
- Tag prospects with campaign source
- Create or update prospect records