Resource · Workflow
Calm Systems Intake + Follow-up Workflow
A simple flow to move leads from first inquiry to booked call without chaos.
Workflow Stages
- Capture: Route all inquiries to one intake form.
- Tag: Assign source + service interest automatically.
- Acknowledge: Send immediate confirmation with timeline.
- Qualify: Use 2-3 decision questions before booking.
- Follow-up: Trigger 2 reminder sequences over 7 days.
- Book: Send clean scheduling link only when qualified.
- Review: Track booked, no-response, and not-fit outcomes.
Minimum Automation Set
- Automatic intake confirmation email.
- Internal alert to CRM or inbox.
- 48-hour follow-up for unbooked leads.
- Final check-in at day 7 with clear next step.