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Lead Response

Context

Leads and scheduling were handled manually. Response time varied and opportunities were being lost due to delay.

Constraint

Growth increased volume but not capacity.

Design Decision

Automated flows were created covering lead intake, proposal delivery, scheduling, invoicing, calendar invites, reminders, and review requests.

Outcome

Leads were contacted immediately. Scheduling became consistent. Revenue processes ran without constant oversight and delivered measurable ROI.

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