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Lead-to-client follow-up sequence

A practical sequence to reduce lead drop-off and improve consultation conversion.

Immigration Firms Audience: Immigration practice owners and intake teams Read time: 6 min
What To Implement
  • Response windows by lead source
  • Message cadence for day 0, day 1, day 3, day 7
  • Escalation rules for high-intent leads
  • CRM stage definitions for clean reporting
Use Cases
  • H-1B consult funnels
  • Family migration consults
  • B2B partner referrals
Next Step

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