Company Waiting
Website form Mesa Ridge Landscaping · 9 employees · residential + light commercial.
Interactive workflow demo
Lead Intake + Qualification
Watch a new inquiry become a structured lead, pass through explicit fit rules, receive the right next step, and land in the correct queue without making the prospect repeat themselves.
Simulation mode Home Services
A new website lead asks for help fixing a messy estimate-request process.
The system should organize the inquiry and route it based on evidence, not on whether the message “sounds promising.”
Watch the handoff happen
Run the workflow. The active source, decision, output, and exception will highlight together.
Ready
01
New inquiry
What the prospect submitted
Problem Waiting
Website form Estimate requests come from calls, texts, Facebook, and the website. We copy them into a spreadsheet.
Goal Waiting
Website form We want one intake process and fewer missed follow-ups. We are not looking for a giant CRM replacement.
02
Qualification rules
How fit is determined
- 01 Capture the inquiry
Preserve the original submission and create a stable lead record.
- 02 Extract the actual problem
Separate the workflow pain from general company description.
- 03 Structure the useful fields
Store company context, current process, and stated goal independently.
- 04 Apply explicit fit rules
Check whether the request is in scope, actionable, and supported by the prospect’s own description.
- 05 Respect the stated constraint
The prospect explicitly does not want a giant CRM replacement; preserve that boundary.
- 06 Select a relevant proof point
Match the quote/estimate workflow demo instead of sending generic marketing material.
- 07 Prepare the sales handoff
Package the context so the next conversation starts where the form ended.
03
0 ready CRM-ready lead
What sales receives
Lead record Structured
Company, size, current process, stated problem, and goal are separated into usable fields.
Fit gate Qualified for discovery
The problem matches MethodMade’s workflow/automation scope and the prospect is asking for a bounded improvement.
Demo match Quote + estimate workflow
The closest proof point is selected from the demo catalog.
Sales handoff Ready
A short research/discovery packet is prepared for human review or later sales automation.
Validated results will appear here as the workflow progresses.
04
0 exceptions Qualification + audit
What happened + what sales should review
Every action will be recorded here as it happens.
Follow the highlight across all four panels. The point is to show exactly where information moves, where rules apply, and where a human still owns the judgment call.
The point is the handoff, not the shiny robot
What actually changes
The automation is useful because the work moves cleanly from request to action — with less manual handling and clear human boundaries.
Before Manual handoffs
- Lead details arrive in one long message
- Sales has to reread and reinterpret every inquiry
- Promising leads and poor-fit leads share the same inbox
- Prospects repeat information during the next conversation
After Connected handoffs
- Original inquiry is preserved alongside structured fields
- Qualification uses explicit rules and evidence
- The most relevant proof point is selected automatically
- The next conversation starts with context already attached
MethodMade Studio
What happens after someone fills out your form?
MethodMade can connect lead capture, qualification, routing, and follow-up without forcing you into a heavyweight CRM.
Keep exploring
See another handoff in action.
Different problem, same idea: make the work visible, connect the handoffs, and keep judgment with a person when it matters.
Next up in the showroomSales + operations
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