Vertrieb & Marketing
Website Lead Follow-Up — Full Intake Workflow
Processes a new inbound lead from Adam's website (styermortgage.com) — creates a Salesforce contact with Lead Source: Web Lead, drafts a personalized follow-up email via Gmail that references the conversation, includes the loan application link, and lists the documents needed to get started. Use this skill whenever Adam provides a website lead — someone who filled out the contact form on his site and had an initial phone call. Trigger on phrases like: "website lead", "came in through the site", "web lead from [name]", "website inquiry", "they found me online", "came from the website", or any time Adam uploads a screenshot of a website form submission. This is a DIFFERENT workflow from the realtor referral intake — there is no referring agent, Lead Source is Web Lead, and the email is custom based on the phone conversation rather than a templated referral intro.