Full Lead-to-Cash System (Included in Growth)
This is the end-to-end automation that turns a stranger into a paying client with almost zero manual work. Leads never fall through the cracks, and you get paid faster with minimal admin.
Details:
Instant lead capture from website forms, Facebook/Instagram ads, Google, phone calls, or emails.
Automatic qualification & tagging (e.g., “Hot Lead”, “Follow up in 3 days”).
Instant personalized auto-reply + follow-up sequence (Day 1, Day 3, Day 7 emails/SMS).
Lead data automatically pushed into your CRM or spreadsheet.
When a lead books or says yes → automatic proposal/contract sending.
Upon payment/signature → auto-create invoice, send welcome kit/onboarding materials, create calendar event, add to your email list, and notify you.
Automated payment reminders for any unpaid invoices.
Lost lead recovery sequence (win-back emails after 14–30 days).