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What steps do you need as part of your lead workflow?
Create a workflow for each offer you are wanting to attract leads for.
Example
Lead Form
On submit, redirect to x link where they can access freebie
Trigger email series
This response will be awarded full points automatically, but it can be reviewed and adjusted after submission.
What steps do you need as part of your new client onboarding workflow?
Create a workflow for each offer you will need onboarding for.
Send Quote
Send Contract
Send Invoice
Send Questionnaire
Trigger email series
Set reminder to check up in x months
This response will be awarded full points automatically, but it can be reviewed and adjusted after submission.