Current process Waiting
Discovery answer Two stylists answer calls when they can. Online booking exists, but new clients often text questions first.
Interactive workflow demo
Sales Discovery + CRM Handoff
Watch an interested prospect move through practical discovery, fit assessment, constraint capture, and a clean human handoff without letting the sales agent invent commitments.
Simulation mode Beauty + Wellness
A warm prospect wants to talk through appointment intake and missed calls.
The sales workflow should learn enough to make the next conversation useful while keeping custom price and scope commitments with a person.
Watch the handoff happen
Run the workflow. The active source, decision, output, and exception will highlight together.
Ready
01
Discovery answers
What the prospect tells us
Biggest pain Waiting
Discovery answer Missed calls and back-and-forth about which service to book.
Constraint Waiting
Discovery answer We want staff to handle unusual requests and color corrections themselves.
Buying question Waiting
Discovery answer Could you build all of this for $900 and guarantee it is live next Friday?
02
Sales logic
How the conversation gets structured
- 01 Understand the current process
Separate online booking from the pre-booking calls and texts.
- 02 Identify the actual friction
Missed calls and service-selection questions are the stated problem.
- 03 Capture what must stay human
Unusual requests and color corrections should route to staff.
- 04 Write the human boundary into the plan
Do not treat “automation” as permission to automate every request.
- 05 Match the relevant demo
Use the receptionist/booking pattern with salon-specific synthetic data.
- 06 Recognize the commercial ask
The prospect asks for a custom price and guaranteed deadline.
- 07 Refuse to invent the commitment
Pricing and delivery guarantees stay with MethodMade’s human authority.
- 08 Package the discovery handoff
Send the useful context forward so the human can answer the commercial question efficiently.
03
0 ready CRM handoff
What the human receives
Problem summary Intake + routing before booking
The core problem is not the existing booking tool; it is the conversation that happens before a new client chooses a service.
Human boundary Color corrections stay with staff
The prospect explicitly identified a class of requests that should not be automated.
Demo match Receptionist + booking
The demo can be configured around service-selection questions and staff escalation.
CRM handoff Discovery packet ready
Problem, current process, desired boundary, and open commercial questions are packaged for Amber.
Validated results will appear here as the workflow progresses.
04
0 exceptions Authority + audit
What happened + what needs human authority
The sales workflow does not have authority to commit MethodMade to a custom price or deadline.
Next action Escalate the commercial question to Amber with the discovery packet attached.
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
- Discovery notes live in free-form conversations
- Important constraints can be forgotten between calls
- Prospects repeat the same context to multiple people
- An automated sales agent can overpromise price, scope, or timing
After Connected handoffs
- Discovery answers become a structured problem summary
- Human-only boundaries are recorded explicitly
- Relevant demos and next steps are selected from evidence
- Commercial commitments escalate with the full context attached
MethodMade Studio
What should your sales process learn before you step in?
MethodMade can automate repetitive discovery and handoffs while keeping pricing, scope, and unusual commitments under human authority.
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 showroomInternal operations
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