Trades playbook

Turn traffic into leads you can actually work

Every call and web chat becomes a captured lead with name, number, job, and urgency, then scored so your best jobs surface first instead of sitting in a voicemail box.

Web visitors bounce without ever leaving a number
Good leads go cold while you are on the tools
No way to tell a tyre-kicker from a ready-to-book job
Enquiries live in three inboxes and none of them get followed up

The architecture

Lead capture is the same capture, qualify, notify, resolve flow, tuned to score intent.

How the data moves Capture, qualify, notify, resolve. Every conversation ends as a record, not a lost call.

Qualified leads, not just messages

A name and a "call me back" is not a lead. Your genie asks the questions that tell you whether a job is worth dropping tools for, and it does it in a normal conversation, not a form the caller abandons.

Captures

Name, number, job type, address, and how they found you.

Qualifies

Urgency, budget signal, and whether it is in your service area.

Scores

Ranks the lead so the ready-to-book jobs reach you first.

Every lead lands in your system the moment the conversation ends, so nothing waits for you to check a voicemail. When a lead is ready to schedule, it flows straight into booking and job intake. Compare this to a call centre reading a script in the Help Genie vs answering services breakdown.