Map the customer journey.
We agree on which form fields map to the customer record, which pipeline stage receives the request, and who owns the follow-up. We also define how existing contacts and repeat submissions should be handled.
The inquiry arrives.
What happens next?
Get website requests into the right place. We connect your form to your CRM, map the customer details, and define the next task so your team knows who should follow up.
Discuss your projectFor a business already using a CRM that needs a clearer intake process. Useful starting points include creating a lead from a form, assigning follow-up, or mapping a request to the right pipeline stage.
Connect what your tools support.
We check your CRM, website, available APIs or supported integrations, account permissions, and plan requirements. The scope confirms which connections are feasible and any third-party costs.
Make the handoff clear.
A quote request should enter the stage your team expects, with an owner and a next action. We test a new contact, a repeat submission, and a failed handoff. Any customer message is written and approved as part of the scope.
DEFINED IN YOUR PROPOSALKnow what
Know what
you’re building.
Your proposal sets the deliverables, review rounds, timeline, ownership, and quote. Hosting, paid tools, and ongoing support are explained separately before work begins.
- A field map and agreed handling of lead and customer records
- The supported connection from your form to the CRM and follow-up rules
- Checks for successful submissions, duplicates, and failed handoffs
- A handoff covering account access, failure alerts, and ongoing responsibility
Can this work with my current CRM?
We start with the CRM you already use and check its supported integration options. Compatibility, access, plan requirements, and third-party costs are confirmed before we quote a specific connection.
A useful starting point.
Let’s talk it through.
Share your CRM name, website, and what should happen after an inquiry arrives. Tell Alex where requests end up today and who should receive the next task.
Request a conversation See how a project worksREAL BUSINESS EXPERIENCEBuilt with an
Built with an
owner’s perspective.
I own JunkPDX and the PNW Junk Removal network. Running those businesses gives me a practical view of customer inquiries, estimates, scheduling, team handoffs, and follow-up. I bring that owner mindset to the systems and websites I build.
THE QUESTIONS BEHIND THE BUILD
Where does the inquiry go?
Who owns the next step?
What does the customer need to know?
What helps the team get the work done?
Tell me how your business works