Day 1-2
Kickoff & Audit
Define goals, baseline metrics, and lead routing requirements.
We use a staged rollout so your lead capture, response, and booking workflows launch fast without guesswork.
Day 1-2
Define goals, baseline metrics, and lead routing requirements.
Day 3-5
Configure missed-call, chat, and booking automations in your stack.
Day 6-10
Test real lead paths and publish go-live workflows with alerts.
Day 11-14
Review early data, refine scripts, and tighten qualification flow.
You do not need to document the whole business. We start with the places leads enter, who owns each handoff, which calendars and systems are in use, and what a qualified opportunity looks like.
Ready to implement your lead system? Book a strategy call to get started.