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Client Acquisition Funnel

Multi-channel client acquisition workflow with lead tracking, qualification, and conversion optimization

Complexity: Complex | Duration: 30m+ | Category: Creative/General

Tags: sales marketing client-acquisition automation CRM

Workflow Diagram​

Steps​

Step 1: Lead capture​

Agent: freelance

business-manager - Aggregate leads from multiple sources (website, LinkedIn, referrals)

Step 2: Lead qualification​

Agent: sales

funnel-optimizer - Score leads based on budget, timeline, fit criteria

Step 3: Automated outreach​

Agent: email

automation-specialist - Send personalized introduction sequence

Step 4: Discovery call scheduling​

Agent: freelance

business-manager - Calendly integration and confirmation

Step 5: Pre​

Agent: call research

sales-funnel-optimizer - Gather client background and pain points

Step 6: Proposal preparation​

Agent: freelance

business-manager - Create customized proposal template

Step 7: Follow​

Agent: up automation

email-automation-specialist - Scheduled follow-up sequences

Step 8: Conversion tracking​

Agent: sales

funnel-optimizer - Analytics and funnel optimization

Usage​

To execute this workflow:

/workflow creative/general/client-acquisition-funnel.workflow

See other workflows in this category for related automation patterns.