Converting leads to clients in financial planning requires manual qualification, proposal customization, and follow-up across email and spreadsheets. This fragmented workflow causes delays, missed follow-ups, and inconsistent pipeline visibility.
Automation captures incoming leads, qualifies them instantly, generates customized proposals on the same day, and tracks engagement with timed reminders. Stalled deals surface automatically, freeing the team to focus on closing conversations instead of administrative tasks.
The full workflow, from trigger to completion.
Automation watches for new leads or status changes to qualified. Trigger fires immediately when criteria are met.
Reviews lead data against company criteria and scoring rules. Determines if lead should receive immediate proposal or nurture sequence.
Pulls lead and company data, generates customized proposal document with pricing and terms, and stores it in shared folder.
Automation sends proposal email to lead with personalized subject and body. Delivery is logged.
Automation sets timed follow-up emails at day 3 and day 7 if lead has not responded. Sequence is tied to lead record.
Monitors lead engagement. If no response after 10 days, lead is flagged and assigned to sales rep for manual outreach.
When lead responds or deal closes, automation updates status and sends confirmation to sales team.
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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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