Inquiry Intake
Captures the inquiry from form, email, landing page, or connected source.
We automate the handoffs, follow-ups, and updates that eat your team’s day.
Inquiries arrive through forms, email, CRMs, documents, ads, referrals, and internal requests. But ownership, handoffs, updates, and follow-ups get messy - and important work quietly goes stale.
04 compounding leaks - hover a card to inspect
We group the business under one connected system - no giant menu of disconnected tools. Each category is a reusable workflow, sized to your stack.
Not sure where to start?
We map your flow first, then recommend a build.
Candidate and client inquiries become clean ATS records with an owner and a next step.
Leads get routed, records stay clean, and follow-ups stop falling through the cracks.
Closed-won deals turn into a clean handoff and a repeatable onboarding sequence.
Campaigns, approvals, and asset handoffs move without manual chasing.
Form-to-record workflows and operational reports generate themselves on schedule.
Not sure where to start?
We map your flow first, then recommend a build.
Each module builds on the accuracy of the one before it. You size the build - Starter, Growth, or Scale - but you don’t gut load-bearing steps that hold the system together.
Anti-cherry-picking - clients choose package size, not which load-bearing modules to remove.
Most AI vendors sell magic, autonomy, and guaranteed numbers. We sell reliable systems with clear boundaries - operator-first, specific, and skeptical.
“Position AI as an assistant inside a controlled workflow - not as magic.”
Connector-first: no-code / low-code connector where possible, native webhook or API where needed. Every project passes a compatibility and access check before we build.
A deliberate, low-friction path. The delivery clock only starts at Access Lock - once access, test data, routing rules, and owners are confirmed.
A short, low-friction conversation to see how inquiries move from form/inbox to an owner and a follow-up.
Pick the scope, not the loose parts. Every package is the same connected engine - just more modules and reach.
Get inquiries owned and followed up.
Add AI drafts and stale-inquiry logic.
A multi-workflow operations system.
Final pricing depends on workflow complexity, ATS/CRM access, connector availability, data quality, AI involvement, module count, and support needs. Timelines begin only after Access Lock is complete.
A small, hands-on founding crew of builders and operators. We build the first systems ourselves - and document every reusable module as we go.
Work with us


Book a workflow fit call. We’ll look at how inquiries move from form and inbox to an owner and a follow-up - and where work is leaking today.