Every claimant screened and tracked
The same qualifying flow for every claimant in GHL, with consent and source recorded, so every signed retainer traces back to its tort and campaign.
- Same qualifying questions for every claimant
- Consent and contact preferences recorded
- Text and email automations at every step
- Every signed claimant attributed to its tort and campaign
- Clicked a Meta lead adCampaign: Product claim · Ad: Do you qualify?
- Answered the screening questionsContact created in GHL · Tagged Product claim, Qualified
- Consent recordedSource, answers and contact preferences saved
- Automation sent a textConfirms next steps and links to book a screening call
- Screening call bookedPipeline stage: Screening
- Signed a retainerPipeline stage: Signed
- Tort
- Product claim
- Campaign
- Product claim · Lead form
- Ad
- Do you qualify?