Automated Lead Capture System: Boost Engagement & Streamline OnboardingAutomated Lead Capture System: Boost Engagement & Streamline Onboarding
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This project focused on building a complete automated lead capture and follow-up system designed to improve user engagement and streamline client onboarding.
The workflow included: • A multi-step assessment form with conditional routing logic • WordPress integration for a seamless user experience • Automated email sequences for lead nurturing and follow-up • Analytics and performance tracking dashboards
The goal was to create a system that doesn’t just collect leads, but intelligently guides users through a personalized journey while reducing manual work.
Tools used: Tally, WordPress, Mailchimp, Plugins
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The network for creativity
Join 1.25M professional creatives like you
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Creatives on Contra have earned over $150M and we are just getting started