FROM INQUIRY TO ACCOUNTABILITY

A lead comes in.
A person takes it forward.

One clear workflow, whether you’re managing your own business
or keeping an eye on every agency client.

Bring the inquiry into the right workspace.

A planned Jotform or Zapier connection delivers the lead’s source, contact details, request, and original submission time. Each business keeps its own incoming sources.

Capture the source’s unique ID to avoid duplicate imports.

Give it one responsible owner.

Assign the lead to a registered team member. Set a first-response deadline using the business’s chosen timezone and working hours.

An assigned owner and an actual contact attempt are different events.

Show the employee what needs attention.

The owner sees the request and deadline. Internal reminders draw attention to leads awaiting recorded contact.

Only registered team members receive automated follow-up reminders.

Record contact. Set the next action.

An employee records a call or email attempt and schedules the next task. Later integrations could supply qualifying recorded activity from the source system.

A recorded attempt does not prove the customer answered.

Escalate the waiting work.

When the deadline passes without qualifying contact, flag the lead as overdue and notify the designated manager. Agency staff can see the businesses that need a closer look.

Reports must distinguish recorded activity, missing data, and confirmed outcomes.

First, a clear front end. Next, the connected application.

This is a pre-launch preview of the planned workflow. The demo uses fictional data in your browser. Live lead ingestion, scheduling, notifications, authentication, and CRM updates will be built in the application phase.