Lead Capture & Onboarding

  1. Overview
  2. SuiteDash
  3. Onboarding
  4. Lead Capture & Onboarding

 

 

Client Onboarding Workflow Demonstration

  1. Initial Setup:

    • On the left side, we have the Admin module, and on the right, we have an incognito screen representing the client experience.
    • Throughout this process, you'll observe the Admin actions on the left and the Client's experience on the right.

  2. Form Submission:

    • The client fills out the Interest Form with their information and submits it.
       

    • Upon submission, they see a confirmation screen and receive a welcome email.

      Confirmation Screen

      Email Notification
      • The welcome email includes a link for the client to register in the system.
      • The client follows the link, which directs them to the registration page to create their account

  3. Client Registration:

    • The client sets up their password following the required criteria and logs into the system.
    • Admin receives a notification of a new user registration in the activity stream.
    • They are added to the Lead.00 Circle and Schedule.

      Admin New User Registration
      Client Registration Page

  4. Admin Verification:

    • Admin checks the submissions in the Admin module.
    • The details, including the client’s name, email, and referral source, are visible.
    • The system logs the new user and updates the prospect onboarding flow.

  5. Client Application Process:

    • The client completes the application form, including conditional logic fields (e.g., marital status, spouse information).

      Client Email Notifications

      Schedule Direct Link: https://app.suitedash.com/schedules/actions?scheduleID=2180
      • Lead.00 | Welcome & Application Schedule x Email # 1: Sent 1 Day after entering the Lead.00 Circle
      • Lead.00 | Welcome & Application Schedule x Email # 2: Sent 3 Days after entering the Lead.00 Circle
      • Lead.00 | Welcome & Application Schedule x Email # 3: Sent 1 Week after entering the Lead.00 Circle
      • Lead.00 | Welcome & Application Schedule x Email # 4: Sent 11 Days after entering the Lead.00 Circle
      • Application Completion:

  6. Session Scheduling:

    • The client schedules a call through the provided link.
    • They are removed from to the Lead.00 Circle and Schedule.
    • They are added to the Lead.01 Circle and Schedule.

      Client Email Notifications 

      Schedule Direct Link:       https://app.suitedash.com/schedules/actions?scheduleID=2179 
      • Lead.01 | Discovery Call x Email # 1: Sent 1 Day after entering the Lead.01 Circle
      • Lead.01 | Discovery Call x Email # 2: Sent 3 Days after entering the Lead.01 Circle
      • Lead.01 | Discovery Call x Email # 3: Sent 1 Week after entering the Lead.01 Circle
      • Lead.01 | Discovery Call x Email # 4: Sent 10 Days after entering the Lead.01 Circle
      • Lead.01 | Discovery Call x Email # 5: Sent 11 Days after entering the Lead.01 Circle
      • Discovery Call Scheduled Confirmation

  7. Document Upload:

    • After scheduling, the client is prompted to upload necessary documents (e.g., tax documents).
    • The client uploads a document and submits it, triggering a notification to the Admin.
    • They are removed from to the Lead.01 Circle and Schedule.
    • They are added to the Lead.02 Circle. This stage does not have a Schedule because it is not required to be completed before the Discovery Call.

  8. Next Steps:

    • The client is taken to a pending page awaiting further instructions or a proposal.
    • This stage concludes the initial onboarding process.
    • They are removed from to the Lead.02 Circle.
    • They are added to the Lead.03 Circle. This stage does not have a Schedule because it is pending the next steps initiated by the Admin.

  9. Proposal Phase:

    • Once the onboarding is complete, the client moves to the proposal section, which will be covered in a separate video.