Workflow Autopilot Setup

Give every warm lead a clear next step.

We help solo service businesses organize incoming inquiries, assess fit and draft a useful follow-up. Start with one lead source and one review queue. You approve every outbound message before it is sent.

Tell us about your lead follow-up

For independent consultants, freelancers and solo service businesses.

A focused starting point

From warm inquiry to a reviewed reply.

Focus on people who have already inquired about your services. Agree on how their inquiry enters the workflow, what makes a lead a fit and which next step you want to offer.

Capture the inquiry

Bring inquiries from one agreed source, such as a contact form, into a review queue with their context and follow-up status. Flag possible duplicates for review.

Qualify against your criteria

Summarize the requested service, timing and any stated budget. Compare these with your criteria and flag missing details rather than guessing.

Draft the next step

Prepare a reply based on the inquiry: ask a clarifying question, suggest a conversation or explain fit. You review, edit and approve it before any message goes out.

How the pilot works

Small enough to test. Clear enough to hand over.

Agree on the brief
Choose one warm-lead source, define your qualification criteria and agree on the follow-up steps. Confirm tools, access, review ownership and when the workflow must stop.
Build and review together
Test capture, qualification and reply drafts with representative inquiries. Check duplicates, missing details and requests to stop contact. Outbound messages stay behind your approval.
Leave with an operating guide
Leave with a guide to reviewing the queue, approving drafts, handling exceptions and pausing the workflow. Measure draft quality, review time and follow-up coverage before deciding whether to expand.

Pilot pricing

Custom pilot scope

Tell us where warm leads arrive, how you follow up today and which tools you use. We will confirm one source, the qualification rules, the review queue, timing and a quoted setup fee before any work begins.

Any required third-party subscriptions or usage costs are identified separately in the proposal. Ongoing support and additional workflows are scoped separately.