Client: EH Designs
Industry: Design & Technology
Duration: 1 week
Role: Automations Expert
A Lead Capture and Automated Email Onboarding System helps turn curious visitors into loyal customers—on autopilot. By collecting leads and instantly engaging them with personalized emails, your business builds trust, nurtures relationships, and guides prospects through your sales funnel without lifting a finger. It’s a smart, scalable way to grow your audience and boost conversions while you focus on running your business.
Current client onboarding process:
Client submits a form on the website.
EH Designs receives submission in their email.
Emails client with a set of questions to answer prior to consultation (intake process).
Waits for client to respond (or not respond).
Records responses in Google Sheets.
Replies to client with a link to schedule an consultation for a more detailed consultation.
Before
View submission detail in email
Send intake questions
Wait for response
Manually record responses
Reply with Google Calendar link
After
Real-time notifications for new submissions, bookings, and survey completions.
Automatically send Intake Form questions with new form submission.
Wait for response
Automatically record responses in CRM
Make calendar link immediately available after submitting form.
These tools were chosen based on their versatility, user-friendliness, potential for future integrations and modifications, and pricing preference.
Website Form Creation
Questionnaire Creation
Lightweight CRM
Workflow Automation
Notification and Communication Channel
Booking & Scheduling
Made to gather essential information such as Name, Email, Service Type, and Message.
Goal: Help EH Designs gather information to speed up the onboarding process, GUIDE the customer towards booking a consult, and provide a more personalized initial consult from the get-go to save time for the agency AND the customer.
Goal: Enable new leads to easily book an appointment - reducing friction between converting leads to paying customers.
Goal: Establish the appropriate tables and fields to collect form submission data, survey data, and scheduling data.
All Leads
Stores general details from all leads
Tally:Discovery
Stores information gathered from the Discovery Form
Tally:AutomationConsult
Stores information gathered from the Business Automation Form
Tally:WebDesignConsult
Stores information gathered from the Web Design Form
Website:Contact
Stores information gathered from the Website Contact Form
Bookings
Stores information about all bookings
Goal: Create an automation workflow that connects our tools by passing only relevant, cleaned-up data between them.
Always stay updated
Collects data and places them in the relevant tables and fields to be referenced or pulled by future tools, automations, and workflows.
Organized data
Real-time notifications are sent after every notable event.
Personalized emails
Emails are personalized with the lead’s name, and specific to their inquiry. Include link to Tally form to help facilitate the onboarding process.
THE RESULT
The Lead Capture and Email Automation System was a tremendous success, helping the business save time, increase conversions, and increase productivity.
-70%
Reduction in response time due to automated follow-ups.
+20%
Increase in conversion rate from visitors to booked consultations.
+30%
Increase in productivity and responsiveness due to real-time notifications and CRM integrations.
NEXT STEPS
This is just one of many systems that can be set up to optimize your business. Thanks to the versatility of the tools we’ve chosen, here are some other digital solutions that can be implemented to help your business:
Lead Nurturing & Follow-Up Automations
Automated workflows that CONSISTENTLY engage potential clients through personalized emails, messages, or reminders.
Helps with: Increase Conversion Rates, Time Efficiency, Personalized Customer Experience
AI-Powered Client Support Engagement
An AI chatbot or virtual assistant that can handle FAQs, qualify leads, and even schedule appointments.
Helps with: Improve Customer Experience, Lead Qualification, Operational Efficiency
Dashboard & Reporting System
Implement a centralized analytics dashboard that tracks key performance metrics, such as conversion rates, engagement levels, and campaign effectiveness.
Helps with: Data-Driven Decisions, Performance Tracking, Enhanced ROI
If you want to implement this automation, or need help streamlining your business operations, please contact me!
