New leadWaiting
Jamie Morgan
Kitchen renovation
- Received
- Just now
- Source
- Website request
- Preferred contact
- Text message
Customer message
We want to update our kitchen and would like to understand the next step.
Working capability demo
Automated Follow-Up
See a new lead get an immediate reply and the next follow-up without anyone having to remember.
Follow-up plan
Nothing goes cold
Ready
- 1ImmediatelySend acknowledgementReady
Jamie knows the request arrived and what happens next.
- 2Tomorrow · 9:00 AMCheck for a replyQueued
If Jamie has not answered, send one useful follow-up.
- 3Two days laterPut it in front of the ownerQueued
If a person should step in, create one clear task with the conversation attached.
The first reply is sent.The next steps are scheduled. The owner only steps in when it matters.
Demonstration only. Nothing is sent and no customer data is stored.