01
Plan a timely response
We’d configure an acknowledgment for new inquiries around the hours and channels your business chooses.
NEW INQUIRY FOR U.S. HOME-SERVICE CONTRACTORS
Managed inquiry follow-up helps keep potential jobs from slipping away.
For U.S. plumbers, HVAC companies, roofers, and electricians, Lead Flow AI sets up and manages a system intended to respond to inquiries, capture useful details, help connect prospects to appointments your team makes available, follow up with people who haven’t booked, and report on activity.
Already sent an enquiry? Open contractor access.An enquiry starts a fit conversation—not a quote or confirmed job.
ILLUSTRATIVE WORKFLOW · SAMPLE ONLY
New inquiry•••
MP
Morgan Parker · Sample personIllustrative inquiry · not a client
01Example detail capturePossible next step
Appointment optionsBased on team availability
ILLUSTRATIVE ONLYNOT A LIVE WORKFLOW
Illustrative reminderOne possible follow-up step.
From first hello to a clear next step
For U.S. home-service contractors
Plumbing✳ HVAC Roofing Electrical
THE SYSTEM WE’D SET UP AND MANAGE
A clear response flow,
with a next step.
The planned system is intended to acknowledge new inquiries, capture useful details, help connect prospects to appointments your team makes available, follow up with people who have not booked, and report activity. The exact setup depends on the tools, rules, and availability your business confirms.
02
Capture useful details
Questions can be shaped around the information your team needs to understand a new request.
CUSTOMER DETAILS03
Help connect to appointments
If your scheduling tools allow it, prospects could see appointment options your team makes available.
BOOKING OPTIONS04
Follow up if they haven’t booked
We’d plan considerate reminders for people who have not booked, using rules you approve.
FOLLOW-UP Your team stays in control. Messages, questions, and handoffs are shaped around the way you work.
CLARITY, EVERY MONTH
See the activity
after the first hello.
As part of a managed setup, Lead Flow AI is intended to report on inquiry and follow-up activity. The sample below shows a possible report layout, not client data or results.
- Inquiries received
- Appointments booked
- Follow-ups completed
LEAD FLOW AI / SAMPLE REPORT
MONTHLYFollow-up activity
INQUIRIESTrackedNew opportunities
APPOINTMENTSBookedCalendar connections
FOLLOW-UPSCompletedConversations continued
Inquiry activityExample view
MoreActivityLess
WEEK 01WEEK 02WEEK 03WEEK 04
Example report layoutYOUR BUSINESS, AT A GLANCE
GOOD TO KNOW
A managed service.
Not another tool to learn.
Built around your business
A proposed setup would map your inquiry sources, confirmed service-area limits, scheduling rules, and the questions your customers need answered.
Consider your existing tools
We’d identify messaging, scheduling, and automation tools, then test proposed handoffs before any workflow goes live.
Managed and reviewed
If we move ahead, ongoing work could include reviewing the configured flow, making agreed adjustments, and sharing a monthly activity report.
ONE-TIME SETUP + MONTHLY SUBSCRIPTIONScope and pricing are discussed around your workflow.Explore the fit
LET’S MAKE THE NEXT STEP CLEAR
Start with a
fit conversation.
An enquiry is a conversation about whether the service fits your business—not a quote or confirmed job. We can discuss the service area and operating details your team confirms.