What counts as a lead source?
Website forms, phone calls, texts, emails, referrals, and approved social messages can all feed the same intake workflow when they matter to your business.
Lead Intake OS
Capture every contractor lead before it goes cold.
Cliff Rock Labs builds a simple intake workflow that gathers new opportunities from the places customers already contact you, cleans up the details, and gets the owner the information needed to respond fast.
Book a Contractor Workflow Call ↗The problem
Good leads get buried in busy days.
Contractors lose money when quote requests sit in voicemail, form inboxes, text threads, social messages, or a crew member’s phone. By the time someone follows up, the customer may have already booked another company.
The Lead Intake OS gives each new inquiry a clear path: capture the details, spot obvious junk, detect missing information, acknowledge the customer, and alert the owner with what matters.
How it works
A cleaner front door for new work.
- Capture: New inquiries are collected from approved channels such as website forms, calls, texts, emails, referrals, and social messages.
- Organize: The workflow pulls out name, contact info, job type, location, urgency, photos, and notes when available.
- Check: It flags fit, missing details, urgency, spam risk, and the best next action based on your rules.
- Acknowledge: The customer can receive a safe confirmation that their request was received and will be reviewed.
- Alert: The owner gets a clean summary with suggested next steps, priority, and any missing details.
- Follow up: If no one responds, the workflow can remind the owner before the lead goes cold.
What it can include
Built around how your company already sells.
- Website form capture with required job details
- Missed-call and voicemail summaries routed to the owner
- Text or email acknowledgment for new inquiries
- SMS intake and replies after number setup, consent, and carrier compliance are ready
- Instagram DM or Facebook Messenger intake after account permissions and platform approval are ready
- Basic spam, duplicate, and out-of-area checks
- Fit, completeness, urgency, spam-risk, and next-action scoring
- Photo and document collection for quote prep
- Owner alerts through the channel you actually check
- Follow-up reminders for unanswered leads
Owner-control guardrail
The system tees up decisions. You still make them.
Lead Intake OS does not approve jobs, promise prices, commit crews, give safety advice, or send sensitive replies without the rules you approve. It can prepare a clear summary and recommended next step, then wait for owner approval when judgment matters.
Practical example
A kitchen remodel request comes in at 8:42 p.m.
The customer fills out a form, uploads three photos, and says they want work started within six weeks. The workflow confirms receipt, tags the lead as high value, asks for the project address if missing, and sends the owner a summary with two options: call tomorrow morning or send a site-visit booking link.
FAQ
Lead Intake OS questions
Will customers know a system is helping?
Customers receive clear, plain acknowledgments that sound like your company. The workflow does not pretend to be the owner or make promises it cannot keep.
Can I approve what happens next?
Yes. Pricing, scope, schedule commitments, and sensitive replies can be held for owner review before anything is sent.
Do I need to replace my current tools?
No. Cliff Rock Labs starts with the tools you already use where possible and keeps the owner view simple.
Can this include Instagram DMs or Facebook Messenger?
Yes, when the account setup allows it. Social DM intake depends on your Meta Business setup, page permissions, webhook access, app approval where needed, and platform messaging-window rules.
Can this include SMS?
Yes, but SMS requires the right number setup, consent language, and carrier compliance before production texting is enabled. We can include that readiness work in the implementation plan.
Start with intake
Find the first place your leads are leaking.
Book a short contractor workflow call and we will map your current intake path, spot the slow points, and explain what we would fix first.
Owner alerts and lead summaries from this workflow can surface through the Contractor Command Center — a single Telegram thread for workflow decisions.
Book a Contractor Workflow Call ↗