Visible ownership
Managed service · scoped implementation
Managed lead response for service businesses
Give every connected inquiry an owner, a deadline, and a next action.
Cornerstone connects web, phone, and text intake to one accountable pipeline, then configures missed-call replies, approved follow-up, and reporting around the way your team works.
The guided review records a scoped request. No account, purchase, or implementation is activated.
CALL
SMS
FORM
WA
ONE OWNED PATH
Inquiry → owner → next actionIllustrative relay · visibility is the product claim; volume, sales, and revenue are not guaranteed
Message relay / interactive example
See the decisions between “new” and “handled.”
- 01Inquiry recorded
- 02Owner assigned
- 03Next action visible
- 04Exception escalates
Human boundaries
Ambiguous, sensitive, and high-risk conversations still need review.
Provider reality
Access, consent, carrier rules, and integrations determine scope.
Working sequence
Build the relay around the real team.
Automation is introduced only after access, consent, ownership, and exception rules are explicit.
Review the lead path
Confirm channels, volume, hours, ownership, consent, tools, and a measurable baseline.
Approve scope and access
Put channels, provider fees, roles, response targets, support, and exclusions in the statement of work.
Configure the owned path
Connect only approved systems and give every supported inquiry a source, owner, due time, and next action.
Test the stop conditions
Run web, call, SMS, duplicate, delayed, delivery-failure, response, close, and opt-out scenarios.
Launch, train, and measure
Approve the acceptance matrix, train each role, and compare defined periods without turning hypotheses into results.
What the engagement installs
A response system the team can inspect.
Flow map + baseline
Channels, hours, definitions, ownership, current response, and measurement window.
Connected intake ledger
Source, timestamp, language, product, consent, and supported contact context.
Owner + next-action rules
Primary owner, fallback, internal response target, due time, and overdue exception.
Approved follow-up
Bilingual templates, cadence, delivery visibility, and stop rules for response, close, or opt-out.
Scenario test record
Expected, duplicate, delayed, failure, escalation, and opt-out cases with explicit status.
Playbook + baseline report
Role instructions, change path, support boundary, and period comparison with claim limits.
Measured from a defined baseline
Make the response path observable before calling it improved.
- First response
- Received → first human or approved response
- Ownership
- Inquiry → assigned owner and due time
- Follow-up
- Due actions completed, paused, or escalated
- Consent
- Opt-outs, delivery failures, and stop conditions
Any before/after statement requires a defined period, comparable data, attribution limits, and client authorization.
NO GUARANTEED RESPONSE TIME
NO GUARANTEED BOOKINGS
NO GUARANTEED REVENUE
HUMAN ESCALATION REMAINS
Fit and boundaries
Before we connect a channel.
Which channels are in the first release?+
Web forms, call events, and SMS are the core starting channels. Email, WhatsApp, calendar, review requests, broad migrations, and advanced attribution require a separate feasibility review and statement of work.
Is this a chatbot?+
Not necessarily. The engagement starts with ownership and handoffs; automation is used only where approved.
Will it replace our team?+
No. It makes next actions clearer while preserving human review and escalation.
What does it cost?+
Setup is quoted after access and provider review. The approved recurring architecture ranges from $497–$2,500 per month depending on scope; provider fees, volume, support, and change limits belong in the signed statement of work.
Can you guarantee more booked jobs?+
No. The system can make the response path visible; outcomes also depend on demand, offer, and team behavior.
Lead-path review
Map the path before we connect it.
This guided review creates a scoped request and a provisional starting plan. It is not a purchase, diagnosis, revenue estimate, or automated approval.
Step 1 / 4 · Baseline
Start with the handoff