Lead Capture & Follow-Up demo and ROI

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Lead system demo

Lead capture and follow-up in one flow

Phone, chat, form, CRM status, and follow-up work together so leads do not disappear between tools.

Phone

Calling now

Marcus Reed

Chat

Qualified

Nia Carter

Form

Ready

Oakline Studio

Live lead record

Lead captured

Phone, chat, and form inquiries enter one lead record instead of separate inboxes.

Captured

Qualified

Ready

Walkthrough

Every inquiry becomes a routed lead with a next step

See how calls, chat, forms, owner assignment, CRM updates, SMS/email follow-up, and task creation become one clean lead system.

Unify intake

Calls, forms, chat, and referrals stop living in separate inboxes.

Route by rules

Leads move by service, value, location, urgency, owner, or availability.

Trigger follow-up

SMS, email, and internal tasks fire based on stage and lead status.

Track outcomes

Response time, source, owner, stage changes, and outcomes stay visible.

ROI model

Lead Capture & Follow-Up ROI

Model monthly lead volume, response lift, close-rate improvement, deal value, and automation cost.

Estimated output

$18,588

net monthly lift after follow-up cost

Assumptions

Unified lead intake
CRM stage updates
Owner assignment rules
SMS/email follow-up
Task creation
Source attribution