Lead Routing & Onboarding AutomationVinicius Westerhof
I build automation systems that route new leads, notify the right people, organize CRM records, and start the correct onboarding or follow-up process.
This service is for businesses that receive leads or new clients but still rely on manual assignment, scattered messages, spreadsheets, missed notifications, or unclear next steps.
What you receive
Lead routing logic
CRM field updates
Assignment rules
Internal notifications
Form-to-CRM connection
Email confirmation flow
Client onboarding workflow
Status tracking structure
Zapier / Make workflow setup when needed
Basic handoff documentation
Timeline
Day 1–2: Process review and routing rules
Day 3–5: Workflow setup and CRM updates
Day 6: Testing and corrections
Day 7: Handoff, documentation, and final walkthrough
What I need from you
Lead form or intake source
CRM access or workflow screenshots
Team assignment rules
Current onboarding or follow-up process
Email copy if confirmations are needed
Outcome
A cleaner intake and onboarding system where every new lead or client is captured, routed, assigned, and followed up without relying on memory or manual coordination.
FAQs
Vinicius's other services
Starting at$650
Duration1 week
Tags
Active Campaign
CRM
Google Sheets
HubSpot
Make
Salesforce
Zapier
Business Workflow Automation
Marketing Automation
Service provided by
Vinicius Westerhof São Paulo, Brazil
- 1
- Followers
Lead Routing & Onboarding AutomationVinicius Westerhof
Starting at$650
Duration1 week
Tags
Active Campaign
CRM
Google Sheets
HubSpot
Make
Salesforce
Zapier
Business Workflow Automation
Marketing Automation
I build automation systems that route new leads, notify the right people, organize CRM records, and start the correct onboarding or follow-up process.
This service is for businesses that receive leads or new clients but still rely on manual assignment, scattered messages, spreadsheets, missed notifications, or unclear next steps.
What you receive
Lead routing logic
CRM field updates
Assignment rules
Internal notifications
Form-to-CRM connection
Email confirmation flow
Client onboarding workflow
Status tracking structure
Zapier / Make workflow setup when needed
Basic handoff documentation
Timeline
Day 1–2: Process review and routing rules
Day 3–5: Workflow setup and CRM updates
Day 6: Testing and corrections
Day 7: Handoff, documentation, and final walkthrough
What I need from you
Lead form or intake source
CRM access or workflow screenshots
Team assignment rules
Current onboarding or follow-up process
Email copy if confirmations are needed
Outcome
A cleaner intake and onboarding system where every new lead or client is captured, routed, assigned, and followed up without relying on memory or manual coordination.
FAQs
Vinicius's other services
$650