Always-on lead capture, scoring, and routing for two small businesses.
Two small service businesses were losing inbound leads to slow, inconsistent manual follow-up — leads sat in inboxes, some never got a reply. The owners were doing real work, not watching dashboards. They needed something always-on that captured every lead and got it to the right place, without hiring anyone to babysit it. The ask was simple: make it so no one has to think about this.
Source. Pull leads from forms, ads, and other entry points into one unified pipeline — both businesses, one system.
Intake. Normalize and de-dupe on the way in so the data downstream is clean regardless of where the lead came from.
Score. Run each lead against simple qualification rules to sort signal from noise before anything gets routed.
Route. Send each qualified lead to the right destination — CRM, owner inbox, or outreach sequence — then enrich and nurture in the background.
A single system handles capture and routing for both clients. Different rules, same underlying infrastructure.
Every lead that comes in gets handled the same way, every time. The system doesn't have bad days or miss Friday afternoons.
What reaches the founder is already scored and enriched — ready to act on, not sort through.
Leads are captured and routed automatically. The founders spend their time on the actual work — client calls, delivery, growth — instead of chasing inboxes. The pipeline runs in the background and keeps running.
Sole builder — designed and built the whole pipeline end to end. Automation pipeline with CRM and outreach integrations.