Lead capture & qualification
Capture the information needed to assess an inquiry, flag missing details and prepare a qualification brief for your review.
Shape this workflow →Customers & sales
Give every opportunity a next step.
Bring inquiries, customer information and follow-up into a process you can actually keep up with.
Choose a useful starting point
What we can help you shape.
CRM & customer records
Agree a useful customer record, ownership and follow-up process. Assess your current CRM before introducing another tool.
Shape this workflow →Proposals & follow-ups
Prepare proposals from approved scope and terms, track the next action and draft follow-ups for approval.
Shape this workflow →Client onboarding
Turn an accepted engagement into an intake checklist, document requests and a clear handoff to the person doing the work.
Shape this workflow →Illustrative example · not an active automation
See the work take shape.
A reviewable client brief with the request, missing details and an owner.
- 01A new inquiry arrives
- 02Prepare a client brief
- 03You choose the next step
What you bring
Your intake channels, qualification criteria, current customer records and someone to review outgoing messages.
What happens next
We agree a small pilot, costs and responsibilities. Test representative examples and exceptions, review the result together, then decide on rollout and support.
See implementation and care →Inside the workflow library
Explore a concrete starting point.
See the business case, proposed steps, tools, and human decisions before you build your version.
Charter Inquiry Qualification & Itinerary Proposal Desk
Inquiry-to-proposal time drops from days to hours in a market where the first credible proposal usually wins the booking.
Read the full workflow →Build my version →Enrollment Inquiry Concierge
Accelerates the application funnel and gives admissions staff their evenings back.
Read the full workflow →Build my version →Space Rental Inquiry Manager
Generates passive revenue from hours the room used to sit dark.
Read the full workflow →Build my version →