System 12

Website Lead Management

Every website lead has an owner and gets a follow-up.

1 automationLive in production
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What changes

Without it

Leads from your website can sit unanswered if no one owns the follow-up.

With it

When a lead comes in from your website, a case is created for whoever is assigned to follow up, and the case is tracked until it's handled.

How it works

  1. A lead comes in from your website

  2. A case is created for whoever is assigned to follow up

  3. The case is tracked until it's handled

Automations in this system

  1. Lead to case

    Runs: when a lead comes in from your websiteAsk about pricing

    Creates a case for whoever is assigned to follow up and tracks it until it's handled.

Built with

  • Website forms
  • Salesforce
  • Zapier

Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.

Related systems

S01

Client Review Automation

Runs the entire annual client review cycle, from spotting who is due to the survey after the meeting.

9 automationsLive in production
  • Salesforce
  • Microsoft 365
  • Zapier
Ask about pricing
S02

90-Day New Client Program

Every new client gets a check-in at 90 days and a chance to share feedback, and happy clients turn into referral opportunities.

2 automationsLive in production
  • Salesforce
  • SurveyMonkey
  • Zapier
Ask about pricing

Want to see what we'd automate
first in your practice?

Start with a CRM and operations audit, or bring the one process that slows your office down.

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Website Lead Management Book a call