SyncFort · N°03
Lead capture · follow-up · handoffs
01 · Keep track of the next step
Lead capture and follow-up workflows, scoped around how your team handles inquiries and estimates.
A form submission, a missed call, an estimate waiting for a reply. We help you plan what happens next: where the inquiry goes, which message is sent, and when your team takes over.
We agree the channels, timing, wording, and stopping rules for each workflow. Ongoing management is scoped to your solution, with responsibilities and support terms agreed before launch.
Connect supported inquiry sources to an agreed destination, with an initial response and handoff defined for each source.
Plan reminders using approved wording and an agreed schedule. Define how replies reach your team and when follow-up stops.
Review how a customer gets in touch: where the form goes, whether the phone number is easy to find, and what happens after an inquiry is submitted.
Agree when to follow up on an open estimate, what to say, and who handles the reply.
Each solution is scoped individually. We review how your inquiries arrive and agree the workflow, supported tools, and cost before the build.
Built in Sarasota · scoped individually
Talk to us