LEAD FOLLOW-UP TOOLS FOR SMALL BUSINESSES

Know who needs an answer and who is handling it.

A customer asks for a quote. The request should have a place to go, someone responsible for it, and a clear next step. Kova OS connects the channels we agree to support, keeps inquiries in one shared list, and prepares replies for your team to review.

Agreed Inquiry ChannelsReplies Prepared for ReviewTimeline Agreed in the Plan$4,000 – $12,000 Scope
See Lead capture in four steps
Lead capture: Capture the message. Put it in one list. Assign the next step. Review the reply.
Capture the message. Put it in one list. Assign the next step. Review the reply. This is an illustrative workflow, not a client result or a live system.

From a new request to a clear next step.

01

One shared inquiry list

We identify the calls, messages, and forms your business needs to capture, then connect the supported channels to a shared record with the request and its source.

02

A reply ready for review

A draft brings together the request and the information needed to answer it. A person reviews what will be sent; preparing a reply does not send it.

03

A named owner and next step

Each request has someone responsible for it and an agreed follow-up time. We define reminders and escalation with your team, so waiting work stays visible.

04

Connections to the tools you use

We check which connections your existing tools support and agree what information moves between them. The handoff explains how to use and maintain those connections.

When this is worth looking at.

  • Inquiries arrive in different places and someone has to collect them by hand.
  • Your team cannot easily see who is replying or when to follow up.
  • You want to check what your existing tools can support before replacing them.

We check the connections first. The agreed scope identifies which channels are included, what information moves between them, and which actions require a person’s review.

HOW TO BEGIN

Show Al where the follow-up gets stuck.

Bring one example: where the inquiry arrived, who was meant to reply, and what happened next. We can discuss a useful starting point before you decide what to build.

Talk about your follow-upSee the optional Build Plan

If you want a written recommendation first, the optional $1,500 Build Plan sets out what to connect, what to fix first, and what can wait. Its fee is credited toward your first build milestone with Kova OS.

Describe the process without sending passwords, access keys or confidential customer records.