Platform · Module 02 of 15
Leads
Every lead from every path in one list, tagged by where it came from, with the next step written on the record.
Leads
Every request, one list. Source and next step on every row.
| Homeowner | Job | Source | Stage | Next step |
|---|---|---|---|---|
| Sarah M. | Full reroof, Oakdale | Website form | New | Agent texting now |
| Tom & Ellie R. | Storm damage, Woodbury | Contractor Hub | Working | Quote review, Marcus |
| Dana K. | Gutters + repair, Stillwater | Phone call | Quoted | Follow-up day 2 |
| Mike H. | Reroof, Cottage Grove | Roof quiz | Working | Estimate Thu 10 AM |
| Nguyen family | Shingle replacement, Maplewood | New | Photos requested | |
| Carla J. | Leak repair, Hastings | Text-back | Won | Job scheduled Fri |
Sample rows for the demo company. On your system, every row is a real record in your CRM, created the moment the lead arrives.
The system look: this is the Leads module as it runs inside a company workspace, shown with a fictional roofing company and sample data.
How It Operates
How Leads works on a real job
- 1
Every path lands here
The hub form, your website, your quizzes, your calls, and your texts all create lead records in the same list. No lead lives in an inbox or a notebook.
- 2
Source is written at birth
Each record carries where it came from, so you can see which paths bring work and which bring tire kickers.
- 3
Stage and next step, always
A lead is never just a name. Its stage and its next action sit on the record, and the follow-up engine works from exactly this list.
- 4
Nothing ages quietly
A lead that sits too long without a touch shows up here and on the dashboard until a human or the agent moves it.
What setup takes
You provide the paths you already run: website, hub profile, phone number, any quizzes. We wire each one into your workspace with source tagging, then verify with live test submissions from every path before anyone calls capture operational.
Watch
The Leads explainer
Explainer filming in production
The video walkthrough for this module, a NotebookLM explainer wrapped in the Kraken intro and outro, lands in this slot as soon as it clears production.
Listen
The Leads podcast
Podcast in production
The audio overview for this module, generated from the same production brief as the explainer, lands in this slot as soon as it clears production.