New client enquiries that keep moving
Intake and lead tracking connected across Splose and Monday, so nothing sits between an enquiry and a first appointment waiting for someone to remember it.
Published 26 August 2026 · 3 min read
What was getting stuck
New enquiries can create a lot of small admin steps before a new client is even booked in. Leads need to be created, intake forms sent and returned, statuses updated, and someone has to remember when to follow up.
What we built
This workflow connects new enquiries with lead tracking across Splose and Monday. Client details are added to the right trackers, with automated reminders and status updates moving between both platforms as the client progresses through onboarding.