Description
Build a consistent workflow for reviewing inbound leads against your qualification and routing rules. The playbook handles account ownership, duplicate-event checks, suppression rules, and an owner-approved reply draft so every valid submission has a logged disposition, a clear owner, and a reviewable next step.
Choose the level of support you need
| Option | Price | What it includes |
|---|---|---|
| Digital implementation kit | $495 one time | Complete Version 2.0 downloadable implementation kit for one named organization. |
| Guided setup | +$1,495 — $1,990 total | Two 60-minute sessions, scope and field-map review, one sample-output review, and one consolidated revision. ENC effort is capped at 6 hours. |
| Custom implementation | From $5,500 | A scoped configured workflow, testing, human review step, handoff documentation, and training. Request an implementation quote. |
Best for
CROs, VPs of Sales, and demand generation leaders with one inbound form, one CRM, an existing suppression list, and a routing rule that can be written down.
What this release covers
One form, one CRM, one routing policy, a durable processed-event register, and an owner-approved reply draft. Marketing enrollment remains a separate decision. The workflow does not send customer messages autonomously.
What you receive
The Version 2.0 kit includes an editable Word guide and PDF, a measurement scorecard workbook, START HERE instructions, a no-code setup path, a technical build guide, starter n8n nodes and reference scripts, input and output schemas, CSV templates, synthetic examples, and 35 automated acceptance checks.
License and support
One purchase licenses this release to one named organization, its employees, and contracted implementers. Source materials may not be resold, sublicensed, or redistributed. File-access and documented-defect help is included for 30 days.
Business results depend on your data, configuration, review process, and adoption. Examples use synthetic data; no revenue, savings, or performance result is guaranteed.
