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DESIGN STUDY / AUTOMATION
Connected lead follow-up
A connected workflow direction that carries an enquiry from first contact to the next action.
The opportunity
Reduce the gaps between website lead capture, team follow-up and appointment scheduling.
The experience
Capture the request once, keep its context attached and surface the next action across the CRM and calendar.
What the build could include
Lead intake, CRM mapping, notification logic, appointment handoff.