How SpectraMind AI Helped a Credit Repair Company Double Lead Conversions

The Client:

A Founder & CEO of a small credit repair company based in the US.

The Challenge:

The founder was struggling with a disorganized client intake process. They used a combination of different forms and platforms, which made it difficult to manage new clients and track their status. This disjointed approach led to a manual and inefficient process of “chasing docs,” which created a bottleneck in their sales funnel.

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The Solution:

SpectraMind AI implemented a streamlined JotForm-to-CRM automation to consolidate the client intake workflow. This automation eliminated the need for manual data entry and ensured a single source of truth for all client information. The solution was designed to:

  • Automate Form Submission: When a client submitted a form via JotForm, their data was automatically captured.
  • Integrate Data: The system ensured seamless data transfer from JotForm to Google Sheets and then to the client’s CRM.
  • Email Integration: A MailerLite email integration was set up to automatically send welcome emails or follow-up communications to new clients.

The entire solution was deployed in just 2 weeks.

Tech Stack Used:

The automation was built using JotForm, Google Sheets, Zapier, Elementor, and MailerLite.

The Results:

The automation had a transformative impact on the company’s operational efficiency and sales performance, delivering a clear and measurable return on investment.

  • Lead Conversions: The new, organized process helped the company double its lead conversions.
  • Business Impact: The streamlined client intake and data management led to a more effective sales funnel and eliminated the manual effort of tracking down client documents.

“No more chasing docs.”

Founder & CEO, Credit Repair Company
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