AI-Powered Lead Intake & Client Onboarding Automation
Jan Loeper
Published
0
Built an end-to-end onboarding flow that captures leads from multiple sources (forms, email, ads), enriches data, routes them to the right pipeline stage, and triggers personalized follow-ups. Included automated handoffs to CRM, task creation, appointment scheduling, and status updates for internal teams—reducing manual admin work and speeding up time-to-first-response.