FLOWLINES FOR SERVICE BUSINESSES
Qualify the project
before the site visit.
Quotation enquiries are worth a lot and cost a lot to chase. Flowlines captures project size, timeline and budget up front, so the consultant arrives at a visit that is worth making.
01 — ONE ENQUIRY
One enquiry,
start to finish.
An enquiry for an interior quote arrives with no detail. By the time the consultant sees it, scope, timeline and budget are on the record.
- Project size and timeline captured
- Budget range understood
- Right consultant identified
02 — WHAT GOES WRONG TODAY
Where service businesses leads
quietly go cold.
- Vague enquiries that take three calls before you know if they are real.
- Consultants driving to site visits that were never going to convert.
- Quotes sent and then never followed up.
03 — THE PIPELINE
Every lead has
a next step.
- Enquiry
- Scope captured
- Site visit
- Quote sent
- Won
Stages you can rename to match how your team already works.
04 — THE AI AGENT
The first reply.
And the next step.
Pick a time and watch what happens behind the conversation.
Choose an option to see what happens next.
05 — WHERE IT PLUGS IN
Fits the tools
you already use.
- WhatsApp Business
- Website enquiry form
- Consultant calendars
- Quote document storage
Not seeing yours? Ask in the demo — we will tell you honestly whether it is supported today.
06 — QUESTIONS
What service businesses teams
usually ask.
Can it qualify budget without putting people off?
It asks for a range rather than a number, in the same conversation the customer started, which tends to be less confrontational than asking on a call.
Can we assign by project type or area?
Yes. Routing rules send each enquiry to the consultant who covers that type of work or that location.
What happens after the quote is sent?
A follow-up sequence runs on the timings you choose and stops the moment the customer responds.
Does it work if most of our leads come by phone?
Phone leads can be added to the same pipeline so nothing lives only in someone's call log, but the automation works best where the conversation is in a message channel.
Can two people work the same enquiry?
Yes. The shared inbox shows ownership and internal notes, so a colleague can pick up a thread without re-asking anything.
LET’S KEEP THE CONVERSATION GOING
Your next customer
is already talking.
See how Flowlines fits service businesses the way you already run it.
- 5 minYou show us how leads reach you today
- 10 minWe map that process into Flowlines, live
- 5 minYou keep the flow diagram, either way
