It starts with: Lead Generation aka

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With the right tools and strategies, you should be able to streamline the process from initial prospect contact to closed deal. In this blog, I will share the same, how online form builder Jotform can reduce your turnaround time from lead to customer through simple step-by-step automation. Understanding Lead Plumbing Before we dive into the details of automation, I will first give a brief overview of the four stages that dominate the pipeline.



It starts with: Lead Generation aka belgium business fax list Scheduling : This is where your potential clients can find your quotes and fill out their project requirements. On a website, this could be a lead generation form for appointment scheduling. Proposal creation and signing : After the initial discovery call, you prepare a customized proposal for the prospect, showing them your product or service and how it can help them solve their problem.



Invoice and Payment : This step comes after the lead has accepted and signed off on your proposal and now wants to pay you to start the work. Project Kickoff Questionnaire : Now it’s time to get started! After getting paid, you send your clients a questionnaire to gather project details and get them on board.