Guided walkthrough

LeadFlow lead review in under three minutes

Follow these steps to show how LeadFlow helps Karen Trejo Photography qualify an inquiry, polish a response, approve it, and see pipeline value.

Step 1

Quick Review

Review a few leads quickly: pursue the strong lead, ask for missing details, and decline the weak lead.

Open Quick Review

Step 2

Review the Lead Desk

Start with the lead desk and show how Karen Trejo can spot the next best action.

Open Lead Desk

Step 3

Review Qualification

Point out the opportunity score, estimated value, missing details, and suggested next step.

Open Dashboard

Step 4

Edit Draft Response

Open a lead and show how the owner can personalize the response before anything is sent.

Open Lead Desk

Step 5

Approve Response

Show the approval step so prospects understand the owner stays in control of every response.

Review Send Options

Step 6

Review Reporting

Show pipeline value, lead sources, response status, and owner time.

Open Reports

Step 7

Explore Profiles

Show how the same workflow can adapt to different service businesses without changing the core app.

Open Profiles