Lead Intake & Triage
Inbound leads, triaged across a pipeline a person drives. The scramble of new inbound leads: sorted into New, Qualifying, Proposal, and Booked, with a first reply drafted in your voice when one is booked.
Try it: click a lead card to advance it along the pipeline. When it reaches Booked, a first reply is drafted in the firm's voice and held, never sent.
The instrument. Try it.
Click a lead to advance it: New, Qualifying, Proposal, Booked · reaching Booked drafts a first reply, held for a person
Demonstration outbox: first replies drafted, held, not sent
Advance a lead to Booked and its first reply is drafted here, in the firm's voice. Nothing leaves this page.
What this demonstration shows
What enters
Inbound leads from web forms, referrals, and social, with their source and need.
Where a person decides
A person advances each lead through the pipeline and approves the drafted first reply.
What is held, not sent
Booked leads get a first reply drafted in a demonstration outbox. Nothing is sent.
What is logged
Every stage move and drafted reply is recorded in an audit history.
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