New Inquiry Triage
Check each new web or email inquiry for missing details and send it to the right person.
Services / AI Automation Consulting And Implementation
Core Service
Take The Chasing Out Of Your Week!
We map one process with you, set clear rules and build a workflow that routes the work, prepares follow-ups and flags exceptions for a person.
Check New Inquiries, Prepare Follow-Ups From Your Templates And Hand Each One To The Right Person.
New Inquiry ArrivesStep 1 / 4
A visitor asks for a weekly lawn care quote. The demo separates the requested service from the original message.
- service
- Weekly lawn care
- source
- Website form
- status
- Received
Rules are agreed during discovery.
Details CheckedStep 2 / 4
The service is identified, but the address is missing. The inquiry is flagged so a person can confirm the service area.
- service
- Weekly lawn care
- Service address
- Missing
- status
- Human review needed
Exceptions go to a person instead of guessing.
Follow-Up PreparedDraft Only
Draft: Thanks for reaching out about weekly lawn care. Could you share the service address so our team can review your request?
- service
- Weekly lawn care
- Service address
- Missing
- status
- Draft ready · not sent
Messages only go out after you approve the wording.
Handed To Your TeamStep 4 / 4
The estimating team receives the inquiry, the missing-field flag and the prepared reply. Nothing is sent from this demo.
- service
- Weekly lawn care
- assigned_to
- Estimating team
- status
- Ready for human review
Assigned to the right person, with a reminder if there's no reply.
Paused · Example 1 of 3 · Fictional data. Quote Request: New Inquiry Arrives
Illustrative workflow. Connections are scoped per project.
The Problem
Where Time Slips Away
Most small businesses don't lose time on the big jobs. They lose it in the gaps between tools and people: an inquiry nobody claimed, a quote nobody followed up, the same details typed into a form, a calendar and a spreadsheet. Each gap is small. Together they add up, and they're where customers slip through.
Where It Helps
Quote Follow-Up
Prepare a follow-up when a quote gets no reply after a time you choose, using wording you approve.
Booking Handoffs
Carry the details of a confirmed job from your calendar to your job sheet or CRM, so nobody retypes them.
Missing Information Requests
Ask for the address, photos or details your team needs before anyone drives out.
Review Queues And Reminders
Give your team one list of what needs attention, with reminders when something stalls.
What We Can Build, Depending On Scope
Process Mapping
Inputs, decisions, tools and people in the current workflow.
Routing Rules
Who gets what, and when a person must review.
Follow-Up Templates You Approve
Nothing customer-facing goes out with wording you haven't seen.
Exceptions And Review Queues
Unclear, duplicate or failed items go to a person instead of a guess.
Connections Between Tools
Only where your tools allow access, confirmed during discovery.
What You Receive
Exact deliverables depend on the scope we agree. A typical project includes:
- A Written Map Of The Current And Proposed Process.
- The Agreed Workflow, Configured In Tools We've Confirmed Together.
- Follow-Up Templates You've Approved.
- A Test Record Covering Normal Cases, Exceptions And Failures.
- Handover Notes Showing Who Owns Each Step And How To Request Changes.
How We Get Started
Discovery Conversation
We look at one process and where it stalls.
Process Map And Scope
We agree the steps, rules, tools, boundaries and costs.
Access And Setup
You grant access through each tool's own permission settings.
Build And Test With Your Team
We test realistic cases, exceptions and failures before anything runs.
Handover And Review
We document the workflow and check in once it's in use.
What We Need From You
- Access To The Tools In Scope, Granted Through Their Own User Or Permission Settings. Never A Shared Password.
- A Named Owner For Each Step That Needs A Person.
- Example Records Or Templates With No Sensitive Customer Details.
- Your Approval Of Any Wording That Goes To Customers, And Of The Consent Rules For Messages.
People Stay In Charge
Every workflow has defined points where a person reviews, approves or takes over. Automations follow the rules we agree; they don't make judgment calls. Some tools limit what can be connected, and we'll say so during discovery rather than work around it. Anything that sends messages to customers needs approved wording and the right consent first.
Automation Questions
Will This Replace My Staff?
No. It takes repetitive steps off their plate and hands them the work that needs judgment.
What If Something Fails?
Failures are part of testing. The workflow flags them to a person rather than silently retrying or guessing.
Which Tools Can You Connect?
That depends on the tools and the access they allow. We confirm each connection during discovery before promising it.
Will Customers Get Automatic Messages?
Only if that's in the agreed scope, with wording you approve and the right consent in place.
Can We Change It Later?
Yes. The handover notes explain how changes are requested and tested.
AI Automation Consulting And Implementation
Start With One Process
Pick the task that eats your week. We'll map it with you first!
Map My Workflow!