From a lead to a signed agreement

Combine the apps around one customer journey.

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When to use this. An agency wants one repeatable path from a website inquiry to a signed client.

What you’ll need. An inquiry form, an outreach process, an agreement template, and an onboarding plan.

  1. Capture the inquiry

    Use a form, app, or chatbot to collect contact details and the customer’s needs. Keep the questions short enough to complete.

  2. Follow up in Reach

    Organize the prospect and prepare relevant outreach or marketing follow-up. Use the response details to avoid asking the same questions again.

  3. Prepare the agreement

    Create a document from an appropriate template, fill in the customer-specific details, assign recipients, and send it for signature.

  4. Start onboarding

    Confirm document completion, update the customer’s next step, and use a Flow to start onboarding or collect any remaining information.

How to know it worked

The same test customer progresses through capture, follow-up, signature, and onboarding.

Features covered

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