****New Lead Process Overview****:

* New lead entry generates notifications on both desktop and mobile.
* Leads are placed in the 'new lead pipeline'.
* Each lead has an associated conversation with email and initial text message details.

* A welcome email is dispatched, introducing:

1. 4-part video series.
2. Opportunity to book a discovery call.

* A text is also sent outlining the current offer or package.
* Immediate call follow-ups to new leads are recommended.

* System updates possible for:

1. No lead response.
2. Incorrect contact details.

* For quotes:

1. Leads are moved to a specific column.
2. Choice of packages and pricing available.
3. On selecting, a detailed quote is sent.
4. The system records the quote for future tracking.

New Leads

New Lead Process Overview: <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">New lead entry generates notifications on both desktop and mobile.</li><li value="2" class="PlaygroundEditorTheme__listItem">Leads are placed in the 'new lead pipeline'.</li><li value="3" class="PlaygroundEditorTheme__listItem">Each lead has an associated conversation with email and initial text message details.</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">A welcome email is dispatched, introducing:</li></ul> <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">4-part video series.</li><li value="2" class="PlaygroundEditorTheme__listItem">Opportunity to book a discovery call.</li></ol> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">A text is also sent outlining the current offer or package.</li><li value="2" class="PlaygroundEditorTheme__listItem">Immediate call follow-ups to new leads are recommended.</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">System updates possible for:</li></ul> <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">No lead response.</li><li value="2" class="PlaygroundEditorTheme__listItem">Incorrect contact details.</li></ol> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">For quotes:</li></ul> <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Leads are moved to a specific column.</li><li value="2" class="PlaygroundEditorTheme__listItem">Choice of packages and pricing available.</li><li value="3" class="PlaygroundEditorTheme__listItem">On selecting, a detailed quote is sent.</li><li value="4" class="PlaygroundEditorTheme__listItem">The system records the quote for future tracking.</li></ol>

These are our total onboarding overview videos. 

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