Business
Local service team receiving leads from email, forms, and missed calls.
Sample workflow audit
A public-safe example of the $75 audit deliverable: workflow map, bottlenecks, automation fit, review gates, and the first build recommendation.
Scenario
Problem
Lead details are copied by hand, replies vary, and follow-up is easy to miss.
Proposed first build
1. Capture
Every lead enters one tracker.
Every lead enters one tracker.
2. Clean
Name, phone, service, and date are normalized.
Name, phone, service, and date are normalized.
3. Draft
AI prepares a controlled first response.
AI prepares a controlled first response.
4. Approve
A person reviews before any customer send.
A person reviews before any customer send.
5. Log
Follow-up due dates and weekly status are recorded.
Follow-up due dates and weekly status are recorded.
Acceptance test
Input
- safe test lead
- service type
- preferred appointment date
Expected output
- tracker row created
- reply draft generated
- follow-up date set
Safety gate
No customer message sends until the business approves it.