Getting started · One inquiry at a time
From a customer question
to a clear next action.
Bring your business name, services, service area and contact details. Use a fictional example while learning the workflow.
1. Review your business facts.
Open Get started and enter the details you want to use. Review and approve the business facts before using them in customer-facing drafts.
Open guided setup ↗2. Record one inquiry.
Open Lead Desk. Check for an existing opportunity before adding another. Record the requested work, contact details, service area and source. Label fictional practice entries clearly.
Open Lead Desk ↗3. Find the missing scope details.
Use the free checklist to identify what still needs an answer. Copy relevant questions into your lead; free-tool entries do not transfer automatically.
Build a quote checklist ↗4. Give the lead a next action and date.
Record what needs to happen next and when. Due work appears in your workspace. A saved due date does not send a customer message. Review your scope and figures before sharing a quote.
Prepare a follow-up draft ↗Ready to collect inquiries through a form?
Prepare and review the form in your workspace. Publishing is a separate step. After approving publication, submit a clearly labeled test inquiry and confirm that it reaches Lead Desk before promoting the link.
Start with the tool you need today.
The free tools work without sign-in. Copy or download your result before closing the page. Sign in to use saved workspace records.
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