Capture
Connect one approved form or inbox entry point and collect the details needed to respond.
See how a small service business can capture an inquiry, route it to one place, and prepare a timely follow-up. Run the fictional example below.
Pick a fictional scenario to change the sample form and follow-up wording. Each uses one inquiry form, one business alert, and one example response draft.
Examples are simulated. They do not represent client work or results.
Use the prefilled fictional details. The flow runs in this browser only and sends no email, text, or form data.
01 / Customer view
Example: a local home services business
02 / Business view
Waiting for a sample inquiry
Submit the fictional form to see the handoff and follow-up steps.
Example follow-up draft · not sent
Basic: capture and alert only. Standard and Premium add follow-up.
A production setup starts with the tools a business already uses and a clear decision about who receives each inquiry.
Connect one approved form or inbox entry point and collect the details needed to respond.
Put each inquiry in an agreed lead destination and alert the responsible person.
Prepare one approved response step, then test the path from submission to handoff.
Tell us where inquiries arrive today and how your team follows up. We can map one useful automation around that workflow.