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Workflow

Never Miss a Lead

Every inquiry gets a fast, professional reply, and no estimate dies in silence.

The business problem

A quote request sat for two days. Three estimates never got a follow up. The job went to whoever answered first.

The risk: Lost jobs you never see on a report, the single biggest recoverable revenue leak for a local business.

How the workflow runs

  1. 1New Lead Response Assistant, Turns a scrappy note or missed call detail into a ready to send reply in your voice, fast.
  2. 2Estimate Follow Up Assistant, Builds a timed follow up sequence so sent estimates get chased, not forgotten.
  3. 3Lost Lead Reengagement Assistant, Revives old quotes and cold leads with a low pressure message worth sending.

What you provide

  • The lead or estimate details
  • When it came in and what you've already promised
  • The action you want the customer to take

What you receive

  • A finished reply and a recommended follow up schedule
  • Draft messages for each touch, in your brand voice
  • A clear next step for each open opportunity

You stay in control. Every message is a draft. You read it, edit it, and send it yourself. Nothing goes to a customer automatically.

The assistants in this workflow

Each one has a narrow job and produces finished work. All powered by your Business Profile.

Leads10 to 20 min per lead

New Lead Response Assistant

Leads go cold because follow up is slow and inconsistent, and the job goes to whoever answered first.

You get

A ready to send, on brand reply to any new lead, plus the recommended next step.

Example: An HVAC company replying to an after hours web form

See how it works
Sales15 to 30 min per estimate

Estimate Follow Up Assistant

Estimates get sent and never followed up, the single biggest recoverable revenue leak.

You get

A short, tactful follow up sequence that keeps an estimate alive without nagging.

Example: A landscaper following up on a patio estimate sent last week

See how it works
Sales10 to 20 min per lead you'd otherwise never touch

Lost Lead Reengagement Assistant

Dead pipeline never gets revived, old leads and quotes just sit there.

You get

A reengagement message that gives an old lead a real reason to come back.

Example: A marine shop reaching out to last season's unbooked estimates

See how it works
All workflows

Ready to handle "never miss a lead"?

Set up your business once, then run this workflow whenever you need it.

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