Automation 01
Inbound lead → qualified pipeline
Inquiries scattered across a website form, chat, email, and phone notes — nobody agrees who to call next.
One ordered pipeline. Every lead captured, enriched, deduplicated, and routed with a follow-up reminder attached.
What gets automated
- Capture from the website form, chat, email, and phone notes into one place
- Enrichment — company and contact details filled in automatically where available
- Deduplication across channels, so the same inquiry doesn't become three separate tasks
- Routing to the right person, with a reminder if it goes unanswered
What the client sees
A single ordered list of who to contact and why — not four dashboards.
What it connects to
- Website forms
- Chat
- Spreadsheets
- CRM
How it runs
Where a human stays in the loop
Setup
- You provide
- Access to the inboxes and channels leads currently arrive inA short call to confirm routing rules
- Timeline
- 1–2 weeks
- After go-live
- The pipeline runs on its own; the team reviews the ordered list daily.
Where it runs
Available to direct-booking clients as a Care Plan add-on, set up on top of the site and the booking system. The same pattern runs the intake, chasing and weekly summaries behind our compliance service. Priced at scoping.
Ask about this pattern →Start here
Both doors start free.
A written teardown of your booking path, or a deficiency report on your own vendor certificates. By email, no call, no contract.