Good morning, Maya.
From first hello to five-star follow-up, every customer journey is moving in one place.
5 active opportunities
Qualified leads moving to delivery
Assistant and lead routing are on
1 approved testimonials
| Customer | Stage | Service | Value |
|---|---|---|---|
Sofia Green Website assistant | qualified | Deep clean package | $780 |
Aarav Patel Referral | booked | Office care plan | $2,400 |
Olivia Chen Website assistant | new | Move-out service | $460 |
Ethan Brooks | contacted | Quarterly maintenance | $3,200 |
Lena Ortiz | proposal | Workspace refresh | $6,800 |
Website assistant
Answers approved questions, qualifies intent, and creates a lead.
142 runs · 31% conversion
Lead follow-up
Sends a four-touch sequence and routes replies into the shared inbox.
96 runs · 44% conversion
Client kickoff
Creates the client portal, checklist, and first project update.
27 runs · 78% conversion
Review recovery
Requests feedback, routes concerns privately, and publishes approved praise.
61 runs · 54% conversion
5
Capture
4
Follow up
3
Deliver
3
Delight