You sell a service
You receive inquiries for contact, a quote or an appointment.
Capture inquiries, assign ownership and make the next action visible. TriHerm reviews scope before authorizing purchase.
Start with the Fit Check to confirm whether the standardized package covers your lead capture, records and routing.
LeadFlow gives the inquiry a visible record, owner and next action instead of leaving follow-up to memory.
LeadFlow fits best when the problem is visible, recurring and can be handled with standardized rules.
You receive inquiries for contact, a quote or an appointment.
Your website or form participates in acquisition, and losing an inquiry matters to the operation.
Information lives in an inbox, spreadsheet, memory or disconnected tools.
An owner or operator can validate bounded rules, keep the record visible and take the next action.
Supported connections are confirmed through the Fit Check and onboarding. WhatsApp, CRM and other connections are not promised without validation.
Updating up to three existing text or image elements without changing layout, page structure, integrations or automation behavior.
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Custom design, portals, payments, APIs and multiple workflows require validation and separate scoping.
Care Basic keeps hosting, SSL, monitoring, restoration capability, security maintenance and bounded support under one operating responsibility.
Updating up to three existing text or image elements without changing layout, page structure, integrations or automation behavior.
The customer owns the domain and customer-specific accounts. Access and responsibility are confirmed during onboarding.
No. The package creates a structured lead record and visible next action. A CRM connection requires validation and may move the request to a scope review.
They are not guaranteed. Compatibility, access and fees must be validated through the Fit Check and onboarding.
No, unless a fee is explicitly included in the confirmed scope. Domain, scheduling, email or other provider charges may remain separate.
TriHerm will explain the exceeded boundary and route the request to a scope review or a custom LeadFlow conversation. The package is not accepted automatically.
No. The setup uses one predefined template and a bounded implementation path. Needs that change layout, structure, integrations or automation behavior require separate scoping.
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