01
Workflow mapping and setup
Map inquiry capture, discovery-call status and post-call follow-through. Agree on field mapping, sending rules, consent requirements, handoff owners and exception handling before building.
Lead follow-up automation
Still moving the same information between tools?
Connect inquiry capture, discovery-call status and post-call follow-through so the next step is easier to find and a person knows when to respond.
A good fit
When this work can help.
For a coaching business that loses track of inquiries, discovery-call status or the next step after a call, and has a repeatable follow-up process ready to connect.
What to bring.
- Your inquiry fields, call-status definitions, post-call outcomes and the person responsible for each next step.
- Your existing form, booking and lead-record tools, access permissions and duplicate-handling rules.
- Approved follow-up messaging, relevant consent requirements and a plan for missing information or failed connections.
Built around your process
What the $2,500 setup includes.
This is the setup of up to three connected follow-up workflows, from mapping and email setup through testing, handoff and initial optimization.
These are the inclusions in the fixed package. We confirm platform compatibility, implementation details and timing before accepting the work.
02
Inquiry capture connection
Configure the agreed inquiry details to create or match a lead record and identify the person responsible for follow-up.
03
Discovery-call status connection
Make the agreed booking and call-status information available for the next step, using the connections your existing tools support.
04
Post-call follow-through connection
Route the recorded outcome into the agreed next step. A person supplies the call outcome and makes the individual decision.
05
Follow-up email setup
Build up to three follow-up emails per workflow from your approved messaging, with agreed sending rules. These emails support the workflows; they are not a separate lead-magnet nurture funnel.
06
Testing before activation
Check field mapping, duplicate handling, missing information and failed handoffs across the agreed workflows. Confirm who reviews exceptions.
07
Finished-workflow walkthrough
Walk through the finished workflows, explain how to manage them and show how to handle the agreed exceptions.
08
Initial 30-day optimization
Review early activity and refine the agreed workflows during the existing initial 30-day optimization period. Additional workflows remain separately scoped.
A separate package for inquiry and call follow-up.
Expanded and Omnipresent social media management include one initial lead magnet, signup page/form, delivery email and five-email nurture system. This package instead connects inquiry capture, discovery-call status and post-call follow-through, with up to three follow-up emails per workflow.
Ongoing original content, managed publishing, additional funnels, content-repurposing workflows and lead-scoring builds are outside this fixed package. Check your existing social media scope before commissioning overlapping work.
Software costs are separate. Compatibility and timing are confirmed before accepting work. No response-time guarantee is included.
Compare the social media packages →Hypothetical example · not a live workflow
From an inquiry to a person who follows up.
An illustrative path within the inquiry-capture workflow. The package also covers discovery-call status and post-call follow-through, with up to three follow-up emails per workflow. Each connection is checked before accepting work.
- 01 · InquiryReceive the request
The existing form captures the agreed contact details and inquiry. Check required information and relevant consent.
- 02 · Lead recordCreate or match a record
Map approved fields to the agreed system. Apply the agreed duplicate-handling rule.
- 03 · ConfirmationAcknowledge receipt
Use approved copy to confirm receipt. A confirmation is not a booking, acceptance or promise of a response time.
- 04 · Human follow-upAssign a clear owner
A person reviews the inquiry and chooses the appropriate next conversation. Automation does not make that decision.
A clear path forward
Understand it.
Build it.
Put it to work.
- 01
Map the agreed workflows
Define inquiry capture, discovery-call status and post-call follow-through, including the decisions that remain with a person.
- 02
Confirm the connections and rules
Check platform compatibility, field mapping, consent and exception handling before accepting the work. Agree on up to three follow-up emails per workflow.
- 03
Build and test
Verify the agreed workflows, missing data, duplicate records and failed handoffs before activation. Confirm who handles exceptions.
- 04
Review the early activity
Include the existing initial 30-day optimization period. Review activity and refine the agreed workflows; additional workflows remain separately scoped.
A few useful details.
What does this package automate?
Up to three workflows: inquiry capture, discovery-call status and post-call follow-through. It includes up to three follow-up emails per workflow. Your conversations, call outcomes and individual decisions still need a person.
Is this the same as the funnel in the social media packages?
No. Expanded and Omnipresent social media management include one initial lead magnet, signup page/form, delivery email and five-email nurture system. This separate package handles inquiries, call status and post-call follow-through. Check the existing scope before commissioning overlapping work.
Where do we start?
We map the agreed workflows, the tools involved, the person responsible for each handoff and the rules for missing information or duplicates. Connections are checked before work is accepted.
Does this include ongoing content creation?
No. It covers setup for up to three agreed workflows and up to three follow-up emails per workflow. Ongoing original content, managed publishing, additional funnels and other workflow builds are separate work. Software costs are separate.
Can the workflows change later?
Yes. Support starts at $100 per incident for adjustments or troubleshooting. Larger changes and additional workflows are quoted separately.
Let’s find the right starting point.
Tell us what you need, or get in touch directly.