Back to Services
Lead Intake + Follow-up Ops
Capture, qualify, route, reminders, CRM hygiene. No lead left behind.
End-to-end lead ops: capture, qualify, route, automated follow-up, CRM hygiene. Built for local businesses in the DMV area.
Best for
- •Local businesses in the DMV area with inquiry volume
- •Teams dropping leads in the cracks
- •Businesses needing CRM cleanup
What you get
- •Lead capture + routing
- •Qualification workflows
- •Follow-up automations (SMS/email)
- •CRM pipeline + tags
Example use cases
Form capture → auto-qualify → route to sales
Nurture sequences for warm leads
CRM tags and reporting
How it works
1
Intake
- •Map lead sources
- •Define qualify rules
- •Review CRM setup
2
Build
- •Build capture flows
- •Configure follow-ups
- •Integrate CRM
3
Run
- •Monitor conversion
- •Tune sequences
- •Monthly reporting