Lead-Gen Automation Engine

Turn every inbound lead into a guided path to booked revenue.

This workspace runs capture, qualification, nurture, and conversion workflows as one connected system. Use it as your daily operating surface for growth.

Quickstart Tutorial

Get value immediately: follow these three tiny steps to add an automation to your business.

  1. Describe the trigger — e.g., new lead form submission or missed call.
  2. Pick the outcome — send instant reply, create estimate, or schedule follow-up.
  3. Activate — run the pack and monitor delivery in the health panel.

This will prefill the Automation Copilot so you can see generated steps and enable them quickly.

Interactive Quickstart

Step 1 of 3: 1) Describe the trigger

Choose what starts the automation: new lead form, missed call, or payment received.

Preview
1) Describe the trigger: Trigger: new lead form submission from website

1) Capture

Lead form, inbound call, or web chat enters one intake lane instantly.

2) Qualify

AI collects job details, urgency, and scope before handoff.

3) Nurture

SMS + email follow-up sequences keep high-intent leads active.

4) Convert

Estimate, proposal, invoice, and reminder chain drives close rate.

Automation Copilot

Describe the automation you want and the system will scaffold triggers and steps.

Autopilot Mode

Turn on Autopilot to run lead-to-close workflow automatically

Bundle lead capture, qualification, estimate drafting, follow-up, and nurture in one mode.

Lead Qualification AI (project type, budget, timeline, score + routing)
Instant Estimate Generator (draft + contractor approval)
Follow-Up Automation (new lead, no response, estimate not accepted)
Missed Call Text Back
Estimate Follow-Up Sequence (Day 1, Day 3, Day 7)
Review Generation + AI Reply Suggestions
Lead Reactivation (30-90 days)
Job Creation from Lead
AI Daily Logs (voice to structured log)
Change Order Generator
SEO Page Generator
Content Engine (weekly blogs + showcases)
Directory Sync System
Ad Assistant (creative + budget suggestions)
Recommended run order: validate system health, run full lead automation pack, then tune templates from performance outcomes.

Automation Health

UNKNOWN

Avg Reply Latency (1h)

n/a

Failed Deliveries (1h)

0

Reminder Backlog

0

Template Manager

Edit automation copy without code changes. Saving requires admin login.