LeadFlow AI

Karen Trejo Photography Lead Desk

Owner support

Owner Guide

A simple operating guide for reviewing leads, adding approved resources, and sending responses safely.

Review a lead

  1. Open Dashboard or Quick Review and start with the leads marked as high priority or needing owner review.
  2. Check the opportunity score, suggested next step, missing details, and original inquiry before deciding.
  3. Use Pursue, Need More Info, Decline, or Archive only after the draft and lead context feel right.

Apply guide and gallery links

  1. Open the lead and scroll to Draft response.
  2. Use Optional links to choose the Wedding Guide, Full gallery examples, or Schedule a consultation.
  3. Click Apply selected links, review the draft, then save before sending.

Send a response

  1. Edit the response until it sounds like something you would personally send.
  2. Click Save Draft so the approved version is stored in LeadFlow.
  3. Click Send Approved Response only when the message is ready to go to the client.

Prepare a follow-up

  1. Open leads marked Needs follow-up after a client has been quiet for at least three days.
  2. Click Prepare follow-up draft to create a friendly check-in for owner review.
  3. Review, edit, and send the draft yourself. LeadFlow does not auto-send follow-ups yet.

If email goes to junk

  1. Ask the test recipient to mark the message as not junk and reply normally.
  2. Confirm the sender, reply-to, SPF, DKIM, and DMARC checks under Profiles > Email health.
  3. Keep using owner approval for sends while delivery reputation builds.

What LeadFlow does not automate yet

  1. LeadFlow does not read Gmail replies back into the lead timeline yet.
  2. LeadFlow does not automatically send follow-up emails without owner approval.
  3. LeadFlow does not automatically book Calendly appointments or confirm availability.
  4. LeadFlow does not send contracts, DocuSign packets, or QuickBooks invoices automatically yet.

Safety reminder

LeadFlow is designed to help the owner respond faster while staying in control. Review every client-facing response before sending, especially when it includes pricing, scheduling, contracts, or sensitive session details.