Lead Capture
Engage and qualify visitors.
Sarah Johnson
Website chat
“Hi, do you have availability this week?”
Yes, we have openings Thursday and Friday. Want me to hold one?
- Contact details captured
Sarah Johnson
Last visit: 47 days ago
- Inactive customer detected
Writing a personalized follow-up...
Follow-up sent
Sarah replies
“Yes! I’d love to come back next week.”
Intake form, 12 fields, straight off your website
- Data extracted
- Customer record created
- CRM updated
- Follow-up scheduled
- Team notified
Analyzing customer data
Summarizing recent activity
- Researching industry topics
- Analyzing recent performance
- Building weekly strategy
- Drafting posts
Currently showing the Lead capture workflow, 1 of 5.
