FLAGSHIP SERVICE / 01
Lead and estimate follow-up
Give every new inquiry a place to land and every open estimate a clear next step. Built for small teams that take calls, answer forms, and send quotes while running jobs.
Request a workflow consultWhat we can set up
- Capture inquiries from an agreed source and create or update a record in one place.
- Assign a clear owner and notify them when a request needs attention.
- Surface aging estimates with staff reminders or approved customer follow-up.
- Stop follow-ups on reply, booking, opt-out, or manual pause.
What a first pilot looks like
Pick one inquiry source, one system of record, and one follow-up sequence. We document what triggers it, who owns it, and when it stops.
Before launch, test an ordinary request, a duplicate, a customer reply, and a manual handoff. Review time to first response and the number of requests without an owner.
Who it fits
A fit for contractors, HVAC and plumbing shops, electricians, cleaners, and other appointment or estimate-based businesses around Tampa Bay.
Explore our service areaCommon questions
Can we keep the CRM we already use?
Usually the first step is checking what your current plan already supports. Where a native feature fits, we can configure it. Where a handoff crosses tools, we can scope an integration.
Does this have to use AI?
No. Routing and reminders usually work best with straightforward rules. AI can help summarize an inquiry or draft a response for staff review when it adds value.
Will this text every lead automatically?
Only if customer texting is in scope and the sending setup, permission, stop rules, and staff fallback are agreed and tested. An internal reminder is a good starting point.
START WITH ONE WORKFLOW
What keeps falling through the cracks?
Tell us what keeps getting missed and which tools you use today. We’ll use that to see whether there’s a good first project.