01 / THE FIRST WORKFLOW
Keep warm leads moving.
An inquiry arrives. A relevant follow-up goes out. Your prospect gets a booking link, and your team gets the context they need to take over.
Step 01
New inquiry
Capture the lead in your CRM.
Step 02
Timely follow-up
Send an approved message and booking link.
Step 03
Human handoff
Route questions and exceptions to your team.
Illustrative workflow. Timing, channels, and messages are tailored to your business.