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Inquiry systems

Lead Intake & Booking
System.

Stop losing quote requests, booking requests, and customer inquiries. We improve the path from website visitor to follow-up so customers know where to click, requests go to the right place, confirmation emails are sent automatically, and each lead can be tracked instead of getting lost in emails, texts, or missed calls.

A cleaner way for local service businesses to receive, confirm, track, and follow up with quote requests, booking requests, and website inquiries.

Improve My Inquiry FlowView services
Lead Intake & Booking System
From $1,250 CAD

Best when your website already exists but the booking, quote, or inquiry path needs better delivery, confirmation, routing, and tracking.

Advanced CRM setup, multi-step quote flows, SMS follow-ups, payment workflows, call tracking, multiple-location systems, dashboards, and custom automation are scoped separately.
What you get

A better contact path, reliable delivery, customer confirmation, lead routing, and follow-up visibility.

Included
  • Review of the current contact, quote, and booking path on mobile and desktop
  • Clear quote, booking, call, or contact buttons
  • One improved inquiry or quote request form
  • Reliable email delivery setup
  • Customer confirmation email
  • Internal notification email with the customer details and requested service
  • Simple lead tracker for source, status, follow-up date, notes, and next action
  • Mobile testing and delivery testing
  • Handoff notes
Best fit
  • Local service businesses that depend on quote requests, bookings, calls, or project inquiries
  • Businesses where leads are getting lost across forms, emails, texts, or missed calls
  • Websites where the contact path is unclear on mobile
  • Owners who want customers to receive confirmation after submitting a request
  • Teams that need a simple way to notice, track, and follow up with new inquiries
  • Businesses that need a better intake flow without a full website rebuild
Process

From website visitor
to received inquiry.

01

Map the contact path

I review how a customer currently finds your phone number, booking form, quote form, or inquiry page on mobile and desktop.

02

Set up the inquiry flow

I improve the form, route requests to the right inbox, add a customer confirmation email, and prepare the lead-routing or tracker setup.

03

Test and hand over

You get the updated form flow, testing notes, and clear instructions for noticing and following up with new requests.