01 · CONTROLLED HANDOFF
Carrying a free webinar sign-up into a sales conversation
01
A visitor fills in the webinar form; the sign-up reaches the CRM and a candidate record opens with the source campaign attached.
02
A reminder is scheduled before the session; wording and send approval stay with the team.
03
Attendees and no-shows split into separate segments, and attendance raises the lead score.
04
A demo-call task opens for high-scoring candidates and the booking link is shared.
05
After the call the programme offer is prepared as a PDF quote and shared through a candidate-specific link.