Quote and Project Intake Flow

• Referrals call and get voicemail

  Phone tag loop. Legitimate leads drop off before the first real conversation. No intake, no record.

• No way to present services and proof together

  Word-of-mouth is doing all the work. The website, if there is one, shows nothing credible — no photos, no pricing structure, no proof.

• Quote requests have no structure

  Every lead describes their project differently. The contractor re-asks the same questions on every call before knowing if it's even the right job.

• No deposit path before work starts

  Scope creep, no-shows, price negotiations that cost days. The operator starts work on trust with no deposit commitment.

Customer browses service categories, views before/after proof, reviews credentials, and submits a structured quote request with scope, timeline, and contact.

1. 01

   See the services

   Structured service hierarchy with descriptions and pricing tiers. Not a generic 'we do it all' — specific categories, clear offerings.

2. 02

   View the proof

   Before/after project gallery organized by service type. Real work, real outcomes. No stock photos.

3. 03

   Review credentials

   Licensed, insured, service area, years in business — front and center. Credibility built before the conversation starts.

4. 04

   Submit a quote request

   Structured intake: service type, project scope, timeline, address, contact. No phone tag. Everything the contractor needs to assess fit.

• Lead intake summary

  Scope, service type, timeline, and contact details — structured for operator review.

• Scope notes

  Key project details formatted for the contractor before the first call.

• New lead alert

  Formatted notification to the operator on each new quote request.

• Next-action prompt

  Follow-up window recommendation based on submission date and project timeline.

• Reply template

  Initial response draft for operator review and send.

• Quote request confirmation email to customer
• New lead alert to operator email
• Google Sheets row created on each submission
• Lead reference number auto-generated

• Operator SMS alert on new lead

  V1 · Buildable now

  Text notification when a quote request lands

• Automated quote request confirmation

  V1 · Buildable now

  Styled confirmation email to the lead confirming receipt

• CRM-ready lead structure

  V2 · Requires setup

  Lead log formatted for import into HubSpot, Zoho, or similar

• Google Calendar scheduling link

  V2 · Requires setup

  Calendly or Google Meet link integrated into the intake confirmation

• Autonomous quote delivery

  V3 · Do not advertise

  AI-generated binding estimates sent without operator review — do not advertise

• AI-generated binding estimates

  V3 · Do not advertise

  Autonomous quote generation from intake data — not supported, do not advertise

• ✕Guaranteed quote conversion or lead close rates
• ✕Automated quote delivery without operator approval
• ✕Binding price commitments generated from the intake form
• ✕Legal contract or liability document generation
• ✕Real-time scheduling without calendar integration setup