Service / Lead intake & follow-up
Every lead gets an answer. The owner gets time back.
I connect inquiry forms, customer answers, estimates, and reminders so your team knows who needs a reply and what to do next.
When I can help
Calls, texts, DMs, and forms arrive in separate places.
The same service, pricing, and scheduling questions get answered all day.
Follow up depends on someone remembering to do it.
Customers do not know what happens next or where their job stands.
What I build
What your project can include.
Lead intake + routing
Structured forms, calls, chat, and messages that collect the right information and route it to the right person or pipeline.
FAQ + service knowledge
Clear answers and qualification logic based on real policies, service areas, availability, and common client questions.
Follow up sequences
Human reviewed automations for reminders, estimates, abandoned inquiries, appointment confirmations, and service check ins.
Client status flows
Updates and handoffs that keep customers informed while reducing inbound ‘what’s happening?’ messages.
Business outcomes
Fewer leads disappear between channels.
Customers get useful answers faster.
The team repeats itself less.
Appointments and estimates receive consistent follow up.
The customer experience feels organized.
The owner is no longer the default help desk.
Related work
Vacaville Appliance
Service information, intake, and customer flow around a busy repair business.
View case study →Mo / DHL Systems
Customer tools, freight workflows, and a private operations hub built around real communication needs.
View case study →Pearls Farm
Separate grower and applicant intake with clear English and Spanish paths.
View case study →Start with the business problem.
Tell me what is taking too much time or getting missed. I will suggest where to start.
Let’s Talk