All planning tools

Lead Intake Workflow Mapper

Map how an inquiry moves from its source through qualification, assignment, follow-up, booking and human review.

What this tool covers

  • Inquiry source
  • Qualification
  • Assignment
  • Follow-up
  • Booking
  • Human review

The map is a planning aid. Automation should not make sensitive eligibility, medical, legal, pricing or acceptance decisions without an appropriate person reviewing them.

Define one decision at each handoff.

Need a person to review the result?

SimpleLaunch can check the assumptions, identify the next useful decision and explain what belongs in a real website or workflow scope.

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