Capture consent
Record the source, disclosure wording, channel, and timestamp.
For appointment-driven local businesses
Respond to new leads before they move on.
A managed, consent-first system that acknowledges new enquiries, gathers context, and hands them to your team.
Fictional workflow preview
Copper Finch Services
Jordan Lee New web lead
Appointment request | 27609 | Today
Web enquiry received
Customer requested an appointmentConsent recorded
Seller-specific permission retainedResponse prepared
Customer sees the next useful stepCRM request created
Team receives a complete handoff
Next stepOffer two appointment windows
What happens before the lead goes cold
One focused system handles the repetitive first response while your team keeps control of every decision.
Target a sub-minute reply
Configure and measure a target of acknowledging at least 95% of eligible enquiries within 60 seconds.
Qualify and sync
Collect service type, ZIP, urgency, and availability, then update the CRM.
Book or hand off
Offer the next step or alert the office with the full conversation context.
Watch a fictional handoff run in under a minute
Submit sample information, watch the workflow respond, then choose how the fictional customer continues.
Copper Finch Services is fictional. Nothing is sent or saved; this simulation runs only in your browser.
Customer website
Request an appointment
Office dashboard
Waiting for test lead
First replyNot yet
Lead statusNot started
CRMWaiting
Waiting for a test lead
Submit the fictional enquiry to start the workflow.
Demo ready.
Non-negotiable guardrails
Built to assist your team, not impersonate it
When the situation needs judgment, the workflow stops and your team takes over.
Included
- Consented website enquiries
- Measured SMS acknowledgment
- Service qualification
- CRM request creation and updates
- Office alerts and human takeover
- Scheduled follow-up and opt-out suppression
Not included
- Cold text messaging
- Autonomous prices or estimates
- Professional advice or diagnosis
- Payment collection
- AI voice receptionist
Pilot pricing
Start with a measured pilot, not a platform project
Included in the pilot
- One website lead source
- One client-owned messaging number
- One approved CRM workflow
- Office alerts and manual fallback
- Response and booking report
- Setup after pilot
- $1,000 once
- Pilot credit applied
- −$300
- Ongoing monitoring
- $650/month
Messaging usage remains in your company-owned account.
The pilot works best when…
There is enough real lead volume to measure the result honestly.
- You receive at least 40 website leads per month
- You run an appointment-driven local service business
- You use a CRM or scheduling system we can verify
- Your team wants faster follow-up without losing control
- You can add clear, seller-specific consent to your lead form
Questions business owners ask first
Does this replace our staff?
No. It handles repetitive first-response work and gives your staff the context to finish the booking.
Will it text old leads?
No. Version one responds only to new enquiries with documented, seller-specific consent.
Will it quote work or give professional advice?
No. Pricing, diagnosis, professional advice, safety decisions, and unusual requests are handed to a person.
What happens when someone replies STOP?
The production system is configured to target suppression and pending-job cancellation within one minute. The pilot tests and reports that result before any performance claim is made.
Who owns the messaging account?
Your company owns its messaging account and usage. Credentials and workflows are isolated by client.
How long is lead data retained?
Operational data is deleted within 30 days after the engagement ends unless a shorter period is requested.
Reply while your next lead is still choosing.
See a fictional, browser-only lead move from website form to office-ready booking context in less than a minute.
Run the 60-second demo