From Bottleneck to Blacktop
Revolutionizing Client Intake with Strategic Automation
BEFORE: The Manual Mess
New Client Lead Arrives
Data captured in Jotform.
BOTTLENECK
Manual Data Entry
Admin staff manually transcribes, copy-pastes, and creates tasks.
HIGH ERROR RISK & LOST LEADS
40+ HOURS/MONTH WASTED
SLOW CLIENT ONBOARDING
AFTER: The Automated Engine
New Client Lead Arrives
Data captured in Jotform.
SOLUTION
Zapier Automation Engine
Instantly validates, routes, and creates tasks in ClickUp.
15% PROJECTED CONVERSION BOOST
ZERO MANUAL ERRORS
IMMEDIATE CLIENT FOLLOW-UP