Requests stop disappearing
Put quote requests, bookings, custom jobs, and client messages into one intake path with the same questions every time.
The Lead Intake Template Pack gives you the first working version of a request form, reply templates, follow-up messages, and a simple board so every quote or booking has a next step.
Live Stripe checkout is not connected for this product yet. Use this request link until the real Stripe Payment Link is created.
Put quote requests, bookings, custom jobs, and client messages into one intake path with the same questions every time.
Use first-response templates instead of rewriting the same message every time somebody asks for help.
Track who needs a reply, who got a quote, who went quiet, and who needs a reminder.