A practical lead intake workflow
A good contractor lead workflow should be simple: notice the incoming request, extract the important details, ask for missing information, and keep follow-up from falling through the cracks.
Sovun Assistant can help create that workflow around the company’s real intake sources and preferred communication style.
- Lead source and contact information
- Job type, location, timeline, and urgency
- Known scope details and missing questions
- Suggested response draft
- Follow-up reminder or next action
Drafts before sending
For customer communication, the safest model is draft-first. Sovun Assistant prepares the reply in the company voice, but the owner or approved team member reviews before anything customer-facing is sent.
That approach keeps speed and quality together: faster responses, cleaner notes, and no AI making commitments without approval.
- No automatic pricing commitments
- No confirmed scheduling without approval
- No customer-facing send without review
- Clear separation between known facts and assumptions
From intake to estimate
Once the lead is captured, the assistant can help prepare estimate notes, open questions, site-visit needs, and proposal draft structure. The company still controls final pricing, terms, and whether to accept the job.