Send an initial email tailored to a new lead inquiry.
Send each new referral a relevant first email and record the follow-up.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Send a first answer to new leads and flag questions needing a personal reply.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.