Qualified Lead Optimization

Goal: 🎯

To streamline the lead qualification process and improve sales efficiency by automatically identifying and nurturing potential customers.

Solution: 🛠️

Our automation solution leverages a combination of tools to:

- Capture leads: A web form (Jotform) collects lead information.

- Qualify leads: A flow chart determines if a lead meets specific criteria (employees, location, revenue).

- Organize leads: Qualified leads are added to a Trello board for further follow-up.

- Track and manage leads: A database (BaseRow) and Google Sheets provide a centralized view of all leads.

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