LEADFLOW · CAPABILITY ROUTE

Stop losing leads between messages, spreadsheets and manual follow-up.

LeadFlow organizes inquiry capture, qualification, assignment and follow-up for service businesses. Its current standardized route is LeadFlow Website Launch; broader requirements are reviewed after discovery.

No recurring charge applies during implementation. Care Basic begins only when launch is confirmed; the first 30 post-launch days are included.

Check LeadFlow Website LaunchRequest a scope review →
MESSAGESDOCUMENTSLEADSTASKS
TRIHERMSYSTEM
RESPONSEEXECUTIONFOLLOW-UPMETRICS
ROUTES WITHIN LEADFLOW

A standardized implementation and an expansion route.

STANDARDIZED PACKAGE

LeadFlow Website Launch

A standardized lead-capture and lead-routing system for service businesses. The website is one acquisition interface; every inquiry becomes a structured record with a visible next action.

$2,500 setup + $249/month Care Basic

No recurring charge applies during implementation. Care Basic begins only when launch is confirmed; the first 30 post-launch days are included.

BROADER REQUIREMENTS

Review and scope after discovery

Portals, payments, APIs, custom design, multiple outcomes or unvalidated connections require a conversation and separate scope.

LeadFlow remains available as a capability; this route is not a generic implementation promise or an automatic purchase.

Request a scope review
BEFORE

Campaign → WhatsApp → manual reply → spreadsheet → forgotten lead

AFTER

Capture → qualification → assignment → follow-up → appointment

IMPLEMENTATION

What implementation looks like

Week 1

Process mapping and access

Week 2

Core workflow and data model

Week 3

Integrations and approval rules

Week 4

Testing, documentation and handoff

Final timing varies with scope, access and integrations.

POSSIBLE CONFIGURATION

Example architectures, not guaranteed integrations.

EXAMPLE ARCHITECTURE
  1. Meta Ads
  2. WhatsApp
  3. CRM
  4. Calendar
  5. Email follow-up
VISUAL EVIDENCEDemonstration assets in preparation

Screenshots and video will be added only when they represent the real system.

EXAMPLE ARCHITECTURE
  1. Website form
  2. Qualification
  3. Assignment
  4. Reminder
  5. Appointment
VISUAL EVIDENCEDemonstration assets in preparation

Screenshots and video will be added only when they represent the real system.

Problem

Inquiries arrive in disconnected channels and follow-up depends on memory.

Who it is for

Teams with a recurring process, an owner and enough volume to justify implementation.

Input

Messages, forms and campaign leads

What it does

Capture, qualify, assign and schedule follow-up

Operating outcome

A visible pipeline with clear ownership and next actions

Possible connections

Email · WhatsApp · Forms · Calendar · CRM

Client deliverables

Current map, future architecture, implemented system, rules, tests, documentation and operating handoff.

Typical duration

Typically 3–6 weeks

Limitations

Third-party licenses, unlimited cleanup, out-of-scope changes and guaranteed commercial results are not included.

What we need from your team

An owner, access, real examples and availability to validate.

FAQ

Questions before implementation

Does this replace my CRM?

Not by default. LeadFlow can organize the workflow around an existing CRM or recommend a change only when necessary.

Can it work with WhatsApp?

Potentially, through supported business messaging access. The exact connection is confirmed during discovery and is not guaranteed in advance.

Who owns the implemented system?

Ownership and access are documented in the project scope. Client-owned accounts are preferred where practical.

Are third-party costs included?

No unless the scope says so. Licenses, messaging, hosting and usage fees remain visible before approval.

What happens after launch?

For the standardized LeadFlow Website Launch, Care Basic begins at confirmed launch. Broader implementations define their operating arrangement in scope.

Is monthly operation required?

Care Basic is the post-launch contract for the standardized LeadFlow Website Launch. Broader custom scope is defined after discovery.

Can our internal team maintain it?

Yes, when the team has the access and skills identified during discovery. The handoff documents those expectations.

What information does TriHerm need?

A process owner, representative examples, tool access and time to validate decisions and exceptions.

The next step is to understand the current process.

Check the standardized package