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AI Solutions & Consulting

Glossary

Lead intake


Lead intake is the process of capturing a new inquiry and getting it to the right person before it goes cold.

Lead intake covers everything from the moment someone fills out a form or calls in, to that inquiry being logged, routed, and given its first response. A poorly built intake process is one of the most common places a business loses work it already earned.

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It starts with a discovery call and a scoped pilot.

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