LeadThrough.
OPERATING FLOW 01 / 01
THE JOURNEY, MADE VISIBLE
Every inquiry deserves
a clear next step.
We connect the work between customer signals, your team’s tools, and the outcome someone owns.
from everywhere.Different sources. One way in.
Route with care.AI reads context · Rules keep control
already in motion.
Phone callsmissed or answered
WhatsAppconversation
Websiteform submitted
Google LSAlocal service inquiry
Emailnew request
TEXT-BACK AGENT
We’ll get you
booked.
booked.
Normalize
01 / RECORD
CRM
updatedContext, owner
and next step.
ONE TRUSTED RECORDupdatedContext, owner
and next step.
02 / APPOINTMENT
Consultation
bookedA time agreed.
A confirmation sent.
CALENDAR ALIGNEDbookedA time agreed.
A confirmation sent.
03 / CONVERSATION
Follow-up
timedRelevant replies.
Clear stop rules.
CONTEXT KEPTtimedRelevant replies.
Clear stop rules.
04 / WHEN NEEDED
Quote
preparedScope and price,
ready for review.
ONLY WHEN NEEDEDpreparedScope and price,
ready for review.
Closed reason
Owner
Next step
OUTCOMESA record for every lead.
Works with your existing systems. Software choices are scoped to your workflow.
ILLUSTRATIVE WORKFLOW · NO CUSTOMER DATA OR PERFORMANCE CLAIMS
