Funnels
What happens before anyone picks up the phone.
A lead arrives from an ad, the funnel filters it, texts them, emails them, and drops them in the queue - a system that runs itself, built from blocks.
The blocks
A system is just blocks in a row.
Add them in the order you want. Each one does one thing, and together they're the assistant you'd otherwise be.
Filter
Only carry on if the lead qualifies - left a phone number, picked the right answer, came from the right area.
Split
Branch on an answer. Kitchens go one way, bathrooms the other - each branch with its own steps.
Send SMS
A text from your number, seconds after they enquire - with their name and answers filled in.
Send email
A proper email from a template - what happens next, who's calling, why you're worth answering.
AI reply
When a lead texts back, the funnel answers - keeping the conversation warm until an agent picks up the phone.
Delay
Pause between steps - text now, email an hour later, so it reads like a person, not a blast.
Webhook
Send the lead on to anything with a URL - your CRM, a spreadsheet, another tool.
Assign
Give the lead to a specific agent, or spread new leads evenly across a team.
Test run
Send a mock lead through before going live - built from your form's real questions, so you see exactly what fires.
Sources
Leads find their own way in.
Point a Facebook or Instagram lead form at a flow and a submission lands in seconds, with the ad that paid for it recorded against the lead.
Everything else gets a plain URL - your website form, a landing page builder, any tool that can post a lead. And a spreadsheet import for the leads you already have.
Systems
Three systems worth stealing.
The same blocks, arranged three ways. Start with one and change it as you learn what your leads do.
Speed to lead
A lead called in the first five minutes answers. This one makes sure nobody waits longer than seconds.
The qualifier
Not every enquiry deserves a call. Filter out the ones with no number, branch the rest by what they asked for.
The slow burn
For leads that don't answer day one. Spaced-out touches, and an AI that replies when they finally text back.
Build your first funnel in minutes.
Funnels are part of every plan - as many as you like.