Lead Automation Configuration

INCLUDES:

• Initial setup and configuration of the automated lead interaction system
• Business, service, and frequently asked question configuration
• Custom automated response workflow
• Lead qualification questions and routing logic
• Website and contact form integration
• Up to 2 primary lead source integrations
• SMS and/or email communication setup
• Automated follow-up sequence configuration
• Appointment scheduling and calendar integration
• Business-hours and after-hours response configuration
• Human handoff and internal notification setup
• Basic CRM or lead pipeline configuration
• Initial knowledge base configuration
• Workflow testing and deployment

EXCLUDES:

• Ongoing automated lead interaction or monthly lead management
• Advertising campaign management or advertising spend
• Manual lead follow-up, telephone calling, or appointment setting
• Third-party CRM, automation, SMS, email, telephone, or AI platform fees
• Custom software development or advanced API integrations
• Major CRM migrations or database restructuring
• Additional lead sources beyond the 2 included integrations unless purchased separately
• Additional business locations or substantially different sales workflows unless purchased separately

NOTES:

• This is a one-time configuration service and does not include ongoing automated lead management.
• Client must provide accurate business information, services, hours, service areas, qualification requirements, frequently asked questions, scheduling information, and other information required to configure the system.
• 123 LeadFlow Automated Lead Management must be purchased separately for ongoing automated lead interaction.
• Major changes to the configured workflow, CRM, business structure, lead sources, or integrations after deployment may require an additional configuration fee.
• Third-party software and usage fees are not included unless expressly stated in writing.

One-time configuration fee. Ongoing automated lead management is available under a separate monthly service.