Inquiry and qualification path
Choose the entry points and minimum details needed to understand the service, location and customer's request.
AI & Business Automation
Lead Intake & Appointment Booking
Make the next step easy to request and clear to confirm.
Connect website forms, chat and approved calendars so a customer can explain what they need and your team can see who owns the response. We set up the inquiry path around service areas, availability and travel rules, with a person responsible for exceptions and appointment confirmation.
Discuss this serviceExplore the scopeExplore Lead Intake & Follow-upA clear path to a confirmed visit.
The request carries enough context to check service coverage and availability.
- Customer request
- Service & location
- Available time
- Team confirmation
The selected system remains the schedule of record, with an owner for exceptions.
Connect at the signal layer.
Lead Intake & Appointment Booking works in the signal layer. Strata Modus raises the information floor, from the physical layer to the digital surface.
- ConvertThe digital surface
Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.
Marketing & AdvertisingWeb Design, Development & CRO - ConnectThe signal layer
How an inquiry reaches a person: AI voice, missed-call text back, intake, CRM and follow-up.
AI & Business Automation - BuildThe operating structure
The systems the work runs on: strategy, software, technology and the integrations between them.
Strategy & Fractional LeadershipCustom Software & IntegrationsTechnology Consulting - UnearthThe physical layer
The work itself: crews, jobs, records, compliance and the numbers behind them.
Compliance & Operational ReadinessBookkeeping & Payroll
The business opportunity
Lead Intake & Appointment Booking,
with a clear purpose.
A form, phone call and calendar can each hold a different part of the same opportunity. Customers may not know which service or location to choose, while staff spend time confirming coverage, availability and travel before they can accept a visit.
Give remote consultations and on-site appointment requests one understandable path. The booking rules reflect the business's real coverage, working hours and travel capacity; the selected calendar or field-service provider remains the source of availability.
Build growth you keep.
Start with our infrastructure. Strengthen the assets in your business.
Strata tools & networks
See the ownership pathway Your retained assets
Documented workflows, configurations and operating instructions.
Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.
The engagement
What we build
with your business.
A defined scope gives your team a clear picture of the work and what it needs to operate.
Booking and coverage rules
Define appointment types, service areas, availability, travel buffers, confirmation steps and cases that need human review.
Provider setup and routing
Connect approved forms and calendars to the selected CRM, inbox or team queue where provider access supports it.
Test and operating handoff
Walk through ordinary requests, unavailable times, out-of-area jobs and failed connections; document who confirms and maintains the workflow.
From first conversation to working system
How the work moves.
- 01
Map the request
Follow a real inquiry from the first form, call or chat through coverage review and appointment confirmation.
- 02
Set the rules and connect tools
Agree on fields, calendars, territories, travel time and responsible people before configuring supported providers.
- 03
Test and hand off
Check remote and on-site scenarios, edge cases and customer messages with the people who will run the schedule.
Before we begin
Useful questions.
We’ll refine the details around your business in the first conversation.
Can customers request or book on-site appointments?
Yes. We can set up a path that captures the service address, visit type and preferred time, applies travel buffers, and routes coverage exceptions to a person. A calendar can confirm automatically when it exposes live availability and the business chooses that rule; otherwise the team confirms the request.
Can a customer choose an available time?
Yes. We connect the selected calendar or field-service schedule when it supports the appointment rules, then test ordinary and exception cases with the team.
Which booking costs are separate?
Calendar, field-service and messaging provider plans or usage fees are separate from implementation and identified in the scope.
Make the next decision with context
From the service to your business decision.
Explore the business growth FAQ ↗Meet the people.
Define the work.
Consultation-scoped pricing
This work is scoped separately after consultation. Your proposal defines implementation, responsibilities and any ongoing support.
Read the pricing and scope termsDiscuss the work for your businessStart with your business
Put Lead Intake & Appointment Booking to work.
Tell us what needs to improve and what you use today. We can help plan the change, build the solution and provide ongoing support, with responsibilities and pricing agreed in your proposal.