Give every lead
a better chance.

See the steps from a new inquiry to a reply draft and assigned follow-up. This example uses a fictional remodel request; the process can be adapted to the questions your customers ask.

1. Capture the inquiry.Keep the project and missing details together.
2. Prepare the reply.Ask for the ZIP code, budget, and timeline.
3. Review before sending.A team member approves the response.
4. Assign the follow-up.Give the next action an owner and a due date.

Illustrated concept using fictional customer information. This video is not a recording of a live client integration.