Example request A
NewCheck dates
Example pattern
Inquiry follow-up board from first message 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 pipeline data. Live work mirrors 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 pipeline 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 narrow workflow board with agreed status steps, owner fields, and next actions named in writing—details and usual inclusions sit 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 scoped in writing.
Scope & guide price
The scope page explains usual inclusions, guide prices, and what stays separate. Jump to the pricing section there.