Services/Lead Inbox
//Service 02

Every request in one queue, with someone responsible for replying.

Missed calls, website requests and DMs land in one place, tagged by job type, with an owner and a next step, so nothing waits in a personal phone.

Quoted per projectThe price follows the work. You get a written, fixed quote before anything is built.

IGInstagram DM · Deck quoteTagged
WEBWebsite form · Fence repairOwner: GB
☎Missed call · Roof leakDue today
Illustration · example data
//Scroll the flow

One record, from first ring to booked.

  1. 01Capture

    The inquiry and its source arrive together.

  2. 02Tag

    Job type and urgency, added on the way in.

  3. 03Owner

    One person is responsible for replying.

  4. 04Follow-up

    A reminder fires before the lead goes cold.

  5. 05Close

    Booked, quoted or closed out, never forgotten.

Roof repair inquiryNEW
SourceMissed call · 5:47 PM
TagsRoof repair · Urgent
OwnerGurnoor
Next actionCall back Thu 3:00
StatusJob booked ✓
Example record · illustration
//The flow

One record, from first ring to booked.

  1. 01Capture

    The inquiry and its source arrive together.

  2. 02Tag

    Job type and urgency, added on the way in.

  3. 03Owner

    One person is responsible for replying.

  4. 04Follow-up

    A reminder fires before the lead goes cold.

  5. 05Close

    Booked, quoted or closed out, never forgotten.

Roof repair inquiryBOOKED
SourceMissed call · 5:47 PM
TagsRoof repair · Urgent
OwnerGurnoor
Next actionCall back Thu 3:00
StatusJob booked ✓
Example record · illustration
//How it works

Four steps, no new app to learn.

01

Capture

The inquiry and its source arrive together, from any channel.

02

Tag

Job type and urgency are added so it's easy to sort.

03

Owner

One person is responsible for the reply.

04

Follow up

Reminders keep the next action from slipping.

//What you get

Built in the tools you already pay for.

Quoted per project, based on how much work your setup needs. Deliverables, timing and success checks are written into a fixed quote before the build starts.

What drives the quote
Included in a typical build
Calls, forms and DMs in one list
Tagged by job type and source
An owner on every request
A view of who needs a reply today
Timeline agreed in your written project scope.
//Questions

Before we begin.

Which tools can you work with?

We start with the tools you already use. During discovery, we check how they can connect, what access is needed and where a manual step still makes sense. The proposal names the integrations included in the build.

How long does a first workflow take?

The timeline depends on the workflow, the integrations and the access available. We agree the schedule once the scope is clear, before the build begins.

Who owns the finished system?

Ownership and access are covered in the proposal, including the accounts, custom work and any third-party licences involved. We make those terms clear before you agree to the build.

//Start with one problem

What keeps getting missed?

The unanswered DM. The quote nobody followed up. The same details copied three times. Tell me what's happening.

20 min · Mon–Fri · 8am–8pm Vancouver time
What's slipping?20-min call · no pressure
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