Automated Lead Capture and Follow-Up:

When a new lead fills out a Typeform survey, AgencyBloc automatically creates a new contact and initiates a follow-up sequence. This includes sending a personalized welcome email and scheduling a follow-up call. Ensures timely engagement with potential clients, enhancing lead conversion rates and improving client onboarding.

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Client Feedback Collection and Response:

Upon completion of a healthcare service, Typeform sends out a feedback survey to clients. Responses are automatically logged in AgencyBloc, and if feedback indicates specific issues, tasks for follow-up are created. This process ensures that client feedback is systematically collected and addressed, improving service quality and client satisfaction.

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Customized Health Plan Enrollment:

When a client completes a health plan selection form via Typeform, AgencyBloc automatically updates the client’s profile with their chosen plan details. Notifications are sent to relevant team members to process the enrollment. Streamlines the enrollment process, reduces errors, and ensures clients are enrolled in their desired plans efficiently.