Lead Follow-Up Automation — Client Intake

Use this form after purchasing the $149 Starter Setup. Give us the workflow context we need to build safely and keep the scope focused.

Do not send passwords, API keys, card details, recovery codes, or other secrets here. If account access is required later, we will use the safest supported collaborator or OAuth method.

Order number

Your name

Business name

Website

What does your business sell or provide?

Primary lead source for this Starter Setup

Where should the lead be stored?

Which tools are involved?

How do you handle a new lead today?

What should the instant email follow-up say?

Any routing or owner-notification rule?

What must stay under human control?

Anything else we should know?

I understand the $149 Starter Setup covers one lead source, one destination, one instant email follow-up, basic routing/notification, testing and documentation. Extra channels or complex integrations require a separate quote.