Lead-to-client conversion in credit repair requires manual qualification, email drafting, and follow-up scheduling across multiple tools. Sales reps spend per lead on repetitive tasks, causing delays and inconsistent follow-up.
Automation evaluates incoming leads against qualification criteria, sends personalized outreach sequences, and schedules discovery calls automatically. Qualified leads move to onboarding within minutes instead of days.
The full workflow, from trigger to completion.
A new lead is submitted via form or added with status 'New'. The automation is triggered immediately.
The automation reviews the lead's data (company, industry, stated needs, budget signals) against qualification rules and assigns a confidence score.
A personalized first email is sent automatically from the sales rep's account using a template with lead-specific details.
A follow-up reminder is automatically added for 3 days later if no response is received.
A Google Form link is sent to the lead asking about needs, timeline, and budget. Responses are logged automatically.
The automation scores the questionnaire responses and routes qualified leads to the assigned rep or unqualified leads to a nurture sequence.
For qualified leads, a calendar booking link is sent with available discovery call slots.
Once a call is booked, a message is sent to the onboarding team with the lead's details and next steps.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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