Public demo

From messy inquiry to owner-approved next step.

This is a sample version of the starter workflow: capture the lead, classify urgency, draft a response, and keep a human approval gate before anything is sent.

Google Sheets CRM AI reply draft Owner approval 48-hour starter setup

Incoming lead

A real workflow starts with a raw message from WhatsApp, a form, email, ads, or a manual note.

Hi, we are opening a small clinic in Dubai and need a system to answer WhatsApp inquiries faster. We get treatment questions, price questions, and booking requests. Can this be organized without a full CRM?
New inquiry

AI-assisted triage

The operator turns the message into a short summary, missing fields, and a recommended next action.

Intent

Setup

Wants a simple lead workflow.

Priority

High

Clear business pain and contact context.

Next step

Scope

Ask channels, tools, and booking rules.

Ready for owner review

What appears in the lead tracker

The starter system gives the owner a simple operating view instead of another messy inbox.

Source Summary Priority Next action
WhatsApp Clinic wants lead intake and reply workflow High Ask 3 scope questions
Website form Agency asks for white-label add-on Medium Send sample workflow
Email Real estate broker needs viewing tracker Warm Confirm budget and area fields

Draft reply for owner approval

Hi, yes. A starter setup can organize clinic inquiries without moving you into a heavy CRM.

To scope it correctly, I would need:

  • Where inquiries arrive now: WhatsApp, website form, Instagram, email, or ads.
  • Which fields matter before booking: treatment, date, returning patient, urgency, budget, language.
  • Who approves replies and who updates the status after a booking.

After that, the starter workflow can be prepared with a lead tracker, status rules, reply templates, and daily summary format.

Not auto-sent

Owner approval gate

The starter setup is intentionally controlled. AI helps structure and draft; the business owner or coordinator decides what leaves the company account.

  • Review summary and priority.
  • Edit or approve the reply draft.
  • Send from the real business channel.
  • Update CRM status after response, booking, payment, or loss.
View portfolio case Request adaptation

Starter delivery pack

What a client receives after payment or an Upwork contract is confirmed.

Source map Where leads arrive and how each one becomes a row.
CRM schema Status, priority, owner, next action, reply draft, and notes.
Reply templates First response, needs-info reply, and follow-up pattern.
Prompt pack Qualification, reply drafting, and daily summary prompts.
Handoff notes Daily use checklist and recommended next automation step.