Cairnford Discuss a project

Lab 02 · Automation

Submit a lead. Watch the office run itself.

This is the inquiry form a contractor's website might have. Fill it in however you like and watch the other side: intake, routing, notification, scheduling, follow-up, and reporting.

Business
Fictional contractor
Try
Submit the form
Your data
Stays in your browser
Similar project
From $15,000

Customer's view · website form

Business's view · automation run loglive

Waiting for an inquiry. Submit the form to start a run.

    Demonstration project. A fictional business and illustrative data, not a client engagement or a measured result.

    What was built

    Seven steps. Zero manual handoffs.

    1. 01

      Capture and validate

      The form posts to an intake endpoint. Required fields are checked, the phone number is normalized, and a lead record is created.

    2. 02

      Deduplicate and tag

      Existing customers are matched by phone or email. Leads are tagged by service, urgency, and source, so reporting is right from day one.

    3. 03

      Route to the right person

      Rules by trade and territory pick the owner, who gets an SMS and email with a one-tap link to claim it.

    4. 04

      Confirm to the customer

      A plain, personal confirmation goes out immediately, so the customer knows a person will follow up and when.

    5. 05

      Propose a slot

      The system reads the owner's calendar and holds the next fitting estimate slot. Urgent leads jump the queue.

    6. 06

      Schedule the follow-up

      If nobody confirms within 48 hours, the owner gets a reminder. Leads stop dying quietly.

    7. 07

      Report

      Every run writes a row: source, service, response time, outcome. The weekly report compiles itself.

    What a project like this involves

    A lead-to-estimate automation.

    Typical: $15,000–$22,000 · 4–8 weeks

    Discuss an automation like this
    • Process mapping. Half a day with the office to document how leads really flow, exceptions included.
    • Integrations. Website form, CRM or job software, calendar, SMS and email, and a report sheet or dashboard.
    • Reliability. Run logs, failure alerts, retries, and a runbook for when a tool changes.
    • Launch. Monitored go-live, team training, and 30 days of defect fixes.