Multi-Step Lead Qualification Workflow
Designedand implemented a structured, step-by-step lead intake process,including a short form, email verification, and a detailedquestionnaire, to filter and categorize inquiries with precision.
Automated NDA Execution with Third-Party Integration
Integrateda third-party tool to trigger a secure NDA signing process directlyon the webpage, ensuring legal compliance before advancing qualifiedleads.
Secure Billing Information Collection
Builta gated workflow that prompted users to submit billing details onlyafter NDA acceptance, ensuring data is captured securely andsequentially.
Salesforce Integration for Data Sync
Streamlined the lead flow into Salesforce using API-based integration, enabling centralized access for the sales team and eliminating manual entry.
Responsive Web Development Using WordPress, HTML & PHP
Leveraged WordPress, HTML, and PHP to create responsive, fast-loading pages that support a seamless user experience across devices.
Robust eSignature Implementation with DocuSign
Used DocuSign to handle digital signatures, ensuring authenticity, legal validity, and a smooth document exchange experience within the lead intake flow.
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