Contact/inquiry form
A simple form captures the minimum useful details: name, contact, request, source, and preferred follow-up.
Demo workflow
Missed Lead Recovery System
This is the safest first deliverable: a human-supervised workflow that captures inquiries, replies with approved copy, notifies the owner, and tracks follow-up.
01Customer submits inquiry
02System sends instant reply
03Lead saved to tracker
04Owner gets notification
05Follow-up reminder created
06Weekly report generated
Handoff view
What a client receives after setup.
The MVP deliverable is not a black box. The client gets a simple workflow map, approved copy, test checklist, and support notes.
Automatic customer reply
The customer receives approved acknowledgement copy. It does not make promises the business has not approved.
Owner notification
The owner gets a clear notification with the inquiry, source, and next action.
Follow-up reminder
A reminder keeps the lead visible so follow-up does not depend on memory or scattered notes.
Weekly owner summary
The owner sees open leads, completed follow-ups, stale items, and workflow issues.
Loom walkthrough script
Simple 60-second demo script.
This page also doubles as the script structure for founder-led demos.
Start on the inquiry form. Submit a fake customer request. Show the customer acknowledgement. Open the lead tracker row. Show the owner notification and the follow-up reminder. End on the weekly summary and explain that every customer-facing message is approved before activation.