Example request A
NewCheck dates
Example pattern
Inquiry follow-up board from first contact to next step
Illustrative sample requests only. A live version uses your own fields, steps, and channels.
What this demo shows
This is a rough visual sample, not real inquiry data. Live work uses your agreed fields, steps, and sources; the scope page covers usual inclusions, guide prices, and common questions.
Sample board: status columns
Illustrative only—not real inquiry data.
New
Needs reply
Example request B
Needs replySend brief note
Quoted
Example request C
QuotedWait for approval
Won / scheduled
Example request D
ScheduledSite visit
Typical first project
Usually one focused follow-up board with agreed status steps, owner fields, and next actions set in writing. Details and usual inclusions are on the scope page.
Often a fit
Email & forms
Phone & referrals
Campaigns & ads
Small core team
Quick note
Automation, source connections, and role-specific views are only added when they are agreed in writing.
Scope & guide price
The scope page explains usual inclusions, guide prices, and what stays separate. Jump to the pricing section there.