New enquiry
We need someone to replace our furnace sometime this month.
Lead qualification & booking
Ask the useful questions before your team has to.
The system collects the details that actually determine what should happen next — then routes, books or hands the enquiry to the right person.
What gets asked
Four answers turn a message into a lead.
- ServiceFurnace replacement
- AreaEdmonton
- TimingThis month
- PropertyResidential
Next stepConsultation
The questions are configured around the business rather than forcing every customer through a generic twenty-field form.
The problem
The first conversation often becomes data collection.
What actually arrives
“I need someone to look at my basement.”
Everything that decides what happens next — the work, the address, the timing, the size — is still a phone call away.
What the team receives instead
- Service
- Basement renovation
- Area
- Edmonton
- Size
- Approx. 800 sq ft
- Timing
- Within 2 months
- Request
- Consultation
- Status
- Qualified
Ready for booking
Try a lead
Watch one enquiry get useful.
Try a business
One enquiry, asked the questions that decide what happens next.Demo only · nothing is sent or booked
What your team receives
Enquiry received
- Customer
- Sarah M.
- Channel
- Website form
- Detail so far
- A sentence
- Next
- Ask what matters
Stage 1 of 5
Routing
One enquiry. Different next steps.
Qualifying is only useful if the answer changes what happens. Not every enquiry should end in the same place.
Enquiry arrives
Qualify
Good fit
Book, where a calendar is connected
Needs review
Passed to a person with the detail
Not a fit
A clear, polite answer
Your team shouldn’t discover what the job is after they arrive.
Useful context should reach them before the appointment does.
The boundary
Qualification first. Judgement stays human.
The system handles
- Asking the questions you approved
- Checking the service area
- Capturing timing and job type
- Categorising the request
- Offering availability, where a calendar is connected
A person handles
- Unusual or complex projects
- Anything involving price
- Overriding how something was routed
- Anything the questions did not anticipate
RoutineJudgement
Works with
From enquiry to calendar without retyping.
Reaches you through
Qualification
Writes into
Booking a real slot depends on a calendar being connected. Where it is not, the same answers still reach the team — they just book it themselves, already knowing what the job is.
What does your team ask every new lead?
Show me the questions that happen before a customer can book. That is usually the workflow worth mapping.