Client intake
Structured setup form for services, hours, lead sources, routing, FAQs, and approvals.
48-hour lead response installs
InboundFirst
We connect your forms, inbox, calendar, and follow-up so new inquiries get answered inside the window where buyers are still hot, then qualified cleanly and pushed toward a booked appointment.
48 hr first install
Email first SMS-ready upgrade
No passwords limited access only
Vendor setup with clear permission boundaries
Booking links, calendars, and handoff rules
Instant replies plus gentle follow-up sequences
Launch brief, approval record, and client checklist
What we install
A real operating layer for incoming leads.
The client does not need another vague AI product. They get a practical lead desk: capture, reply, qualify, route, follow up, and report.
Lead capture
New
Roof estimate request
Form, phone, or forwarded inbox lead lands in one flow.
Ready
Website quote form
Required details are captured before staff gets involved.
Response engine
Routing
- Notify owner and assigned staff
- Add summary to sheet or CRM
- Send booking link or next step
- Flag urgent or high-value leads
Daily summary
12 new leads
7 booked
3 need reply
2 stale
Deliverables
Everything needed to launch the first client.
The first version stays lean on purpose. We can deliver with email, forms, calendar links, Google Workspace, and optional CRM access.
Reply templates
Immediate acknowledgement, qualification questions, booking nudge, and stale-lead recovery.
Handoff rules
Simple logic for who gets notified, when staff should step in, and where each lead is recorded.
Launch SOP
One-page operating guide so the client knows what changed and how to use the system.
Access boundaries
No passwords by default. We use links, forwarding, limited invites, and explicit approvals.
Monthly care
Template tuning, lead flow fixes, new service questions, and simple performance summaries.
Packages
Start paid, deliver manually, productize what repeats.
These packages are ready to sell today. Package buttons open secure Stripe checkout, and the onboarding form captures the setup details.
Starter
Lead Desk Setup
$497
For businesses that need one clean lead path and fast email follow-up.
- Lead intake form or forwarded inbox flow
- Instant reply and 2 follow-up templates
- Google Sheet or inbox routing
- Launch brief and simple SOP
Best first offer
48-Hour Launch
$1,250
For active service businesses with multiple lead sources and booking needs.
- Everything in Starter
- Booking link and calendar handoff
- Qualification questions by service type
- Daily lead summary template
- 30-day tuning window
Managed
Growth Desk
$500/mo
For clients who want ongoing improvements, routing tweaks, and reporting.
- Monthly workflow maintenance
- Reply and FAQ updates
- Lead summary review
- New form fields or service paths
- Optional SMS/CRM upgrade planning
Client onboarding
Register through the website, or enter a client manually.
This front-end form creates a launch brief you can copy, email, or export while Stripe, Google Workspace, CRM, and automation tools are being connected behind the scenes.
Access model
Built to ask for less sensitive information.
Most clients can start with public business details, approved messaging, a booking link, and a lead forwarding path. SMS, CRM, and regulated data can be added only when the client is ready.
Good first-step access
Forwarded lead emails, form embed, calendar link, limited CRM invite, owner-approved templates.
Avoid at launch
Passwords, full inbox access, bank information, tax records, broad admin roles, unapproved customer exports.
SMS upgrade gate
Business texting can require registration, opt-in language, sample messages, and explicit consent flows.
FAQ
Questions clients will ask before buying.
No. The first install is designed around forwarding, form embeds,
booking links, limited user invites, and approved templates.
Yes. Email-first follow-up is the fastest way to launch. SMS can be
added after consent language, carrier registration, and sample
messages are ready.
Home services, beauty and wellness, agencies, consultants,
photographers, auto detailers, and other local service businesses
with low sensitive-data risk are the cleanest first targets.
The client fills out the onboarding form, receives draft reply
templates for approval, and gets a simple launch checklist before
anything goes live.
Ready to sell