Automation
Lead follow-up workflow with too many manual handoffs
A representative operations scenario showing how Fortis would map a lead flow that relies on copying, checking, and delayed reminders.
Scenario dossier
The visible problem
New enquiries arrive through a form, but the follow-up depends on someone noticing the message, copying details into another tool, and remembering the next step.
Friction summary
- Lead details are copied manually from one system into another.
- The team does not always know who owns the next response.
- Follow-up reminders depend on memory instead of a visible workflow.
What Fortis would diagnose
- Lead source, destination, and ownership
- Response-time risks and notification gaps
- CRM, sheet, inbox, and task handoffs
- Where automation can help without changing the whole stack
Recommended sprint plan
- Connect the form submission to the main lead destination.
- Send a clear team notification with the lead context and owner.
- Create a follow-up reminder when a lead has not been marked handled.
- Add a simple weekly summary so missed leads are easier to spot.
Expected business clarity
- The team knows where each enquiry goes.
- Follow-up becomes more consistent.
- Manual copying is reduced without adding a heavy new system.
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