Build Your Workflow
Tell us how customers reach you and what slows you down. We'll map your current flow and show the highest-value places to automate — with clear human-approval points.
1. How do customers contact you?
2. Where do you store customer information?
3. How do you track follow-ups & payments?
4. What usually gets forgotten? (optional)
5. What takes the most repetitive work? (optional)
6. What happens after you send a quote? (optional)