Step 1
Start with Today
Open the dashboard and use Today, Waiting on Andrew Vaughan, Waiting on Client, Ready to Book, and Needs Follow-up to decide what needs attention first.
Owner guide
How to use LeadFlow each day
LeadFlow helps Andrew Vaughan capture inquiries, review recommended responses, track follow-up, and understand which opportunities are moving toward booking.
Step 2
Review the lead
Open the lead detail page to check the opportunity score, estimated value, missing information, suggested next step, original inquiry, and recommended resources.
Step 3
Approve the response
Use Pursue, Need More Info, or Decline to prepare a draft. Edit the draft if needed, then send only when the response looks right.
Step 4
Track the next step
Use the next-step workflow to mark consultation link sent, consult scheduled, proposal sent, agreement prepared, retainer requested, and retainer paid.
Step 5
Set a follow-up
Use Next action due and Next action note when the owner wants LeadFlow to keep the opportunity visible on the daily dashboard.
Step 6
Close the loop
When the client is booked or lost, update the booking outcome, category, actual value, invoice/payment notes, and any private owner notes.
What changed today
- Agreement checklist and selected agreement version now save on the lead.
- Booking outcomes now include structured categories, next action dates, and owner notes.
- The daily dashboard now prioritizes manual next actions when they are due.
- Reports include a monthly operating snapshot and next actions due.
- Reports now include a protected CSV export for lead data.
Important safeguards
- LeadFlow does not book dates by itself.
- A date is only reserved after the agreement is signed and the reservation retainer is paid.
- Agreement and payment steps are still tracked manually.
- Owner approval remains the control point before client-facing responses go out.
- Calendly, DocuSign, and QuickBooks are not deeply automated yet.