A lead’s next best move
Lead qualification · Workflow design
CONCEPT PROJECT — NOT CLIENT WORK
Service businesses
No measured client results are claimed for this illustrative project.
Inquiry received
A visitor sends an inquiry. The workflow checks required fields and records consent before passing the request forward.
Illustrative workflow. No messages are sent and no services are connected.
01 / THE CHALLENGEStart with
Start with
a better question.
Explore a faster way to organize new inquiries and prepare a useful sales handoff.
02 / OUR CONCEPTA considered
A considered
direction.
A six-step illustrative workflow connects intake, qualification, CRM updates, follow-up, scheduling and notifications.
Proposed scope & tools
n8n, CRM, WhatsApp Business Platform, calendar
How we would measure it
Agree a baseline, success criteria and review period before launch. Evaluate the actual outputs and operational results against those criteria.