Lead Capture Automation
Automatically collect and organize leads from all your sources
The problem
Leads slip through the cracks because follow-up depends on individual reps remembering to act. By the time someone reaches out, the prospect has already moved on.
Leads go cold because follow-up depends on individual rep bandwidth
Every lead gets timely, personalized follow-up regardless of team workload
The solution
We build a custom lead capture automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Audit your current sales workflow and identify bottlenecks
- Design automation for lead routing, scoring, and follow-up sequences
- Integrate with your CRM and communication tools
- Go live with monitoring dashboards and team training
Expected results
Single pain point eliminated completely
Process that took hours now takes seconds
Foundation laid for further automation
Industries that benefit
How we'd approach this
This is typically a Automate a Task engagement (1-2 weeks).
Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.
Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.
What's included
- Working automation deployed in your environment
- Documentation and training
- 30 days of support
FAQ
1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.
You might also need
Lead Scoring & Qualification
AI-powered scoring that identifies your hottest prospects instantly
Learn more →Lead Routing & Assignment
Auto-assign leads to the right rep based on territory or expertise or availability
Learn more →Follow-up Sequence Automation
Never let a lead go cold with automated multi-touch follow-up
Learn more →Related solutions
See how Quick Wins works for specific industries.