Sales & Leads
Qualify incoming leads and send them to the right person.
Analyze incoming prospects, determine which opportunities deserve immediate attention, assign scores, and route leads to the correct employee or sales team.
New managed agreements: monthly management is the greater of $400 or the combined applicable workflow management charges, once per client's managed agreement, not per workflow. Existing-client additions require a reviewed quote when agreement context is unavailable. Existing signed agreements are unchanged. Software and usage charges are separate.
From a repeating task to a useful output.
Fictional example, not a sent message. Connections, actions and exception handling are confirmed before implementation.
Is this the task you need to change?
Sales teams waste time on prospects who were never a fit.
Illustrative input · Professional services: A prospect selects commercial cleaning, a service area, and a preferred start date.
What you get
One intake source, one qualification rubric, up to three routing destinations and one CRM.
Setup and testing, a staff walkthrough, and two consolidated revision rounds within the agreed implementation scope.
What to know
No purchased lead data or autonomous rejection of sensitive applications.
We check access and compatibility before connecting customer-owned accounts.
From input to output
A clear path, with people at the right points.
- 01Capture the inquiry — Collect the agreed qualification fields
- 02Check completeness — Identify missing or conflicting answers
- 03Apply the rubric — Use the approved qualification rules
- 04Select a route — Match the service and territory
- 05Assign an owner — Update the CRM and notify staff
- 06Review exceptions — A person handles unclear matches (Human review)
Missing information, uncertain output or a failed connection should be routed for human review. The proposal defines the trigger, review steps and specific failure response before the workflow is used.
Connections and preparation
CRM · AI Model · Data Enrichment · Notifications
Supported providers, account permissions, volumes and usage charges are confirmed during scoping. Listing a category is not a guarantee that every provider is supported.
See the scope, testing and handover process →Detailed workflow reference
The current workflow reference is available in the configurator. Any extensions remain subject to the standard scope above.
Open workflow configurator →Questions before you decide?
What does monthly management cover?
60 minutes/month of included human service for this workflow. Automated workflow monitoring and error alerts where supported; human triage during business hours. Monthly health review, usage review, and a short operating summary. Authentication checks, investigation, maintenance, and small configuration changes within the included human-service time. Support acknowledgment target: within two business days, Mon–Fri 9am–5pm Pacific, excluding published holidays. Not a resolution or uptime guarantee. Extra engineering is scoped and approved in writing before work — no surprise hourly overages, no 24/7 response promise.
When does management start?
Management starts on accepted go-live, not at inquiry or kickoff. Month-to-month for new managed agreements; cancel before the next renewal, effective at the end of the paid period. On exit, customer-owned accounts are preserved with a documentation and access handoff.
What costs are separate?
Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.
How long does implementation take?
Your proposal confirms the schedule after checking access, supported integrations, scope and testing requirements. Third-party approvals and changes may affect the schedule.
Who owns the accounts?
You retain your accounts and data. Documentation and an access handoff are included under the current management policy. The written proposal confirms applicable configuration and deliverable terms.