Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process.
We offer the following lead generation forms (customised to suit your needs):
Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …
Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …
Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app. You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like …
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …
Lead Generation Form Template Options
Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process.
We offer the following lead generation forms (customised to suit your needs):
Related Posts
Rules for automation
Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …
Workflow for a surfboard manufacturer
Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …
How do I build a lead matching app with auto-matching of users & providers?
Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app. You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like …
The near-perfect onboarding outreach email
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …