- Client Completes a Web Form (designed with a form builder like Fillout)
- Captures essential contact information and service needs
- A clean, responsive design reduces friction and improves conversion rates
- Data Automatically Stored in Notion Database (Fillout has a built-in integration for this)
- Centralized client information management
- Easy sorting and tracking of leads
- Real-Time Slack Notifications
- Team instantly alerted about new leads
- Includes key client details for quick assessment
- AI-Generated Personalized Response
- Tailored email draft based on client’s specific needs
- Saves time while maintaining a personal touch
- Email Module
- Professional email drafted to new lead
- Demonstrates responsiveness and attention to detail