Demonstration project

Lead Intake & Qualification System

A service business handled leads inconsistently: different questions, different quotes, site visits by habit, and prices promised before the information to support them existed.

Lead intake is the organization's first operational decision system. It failed because qualification, information, and authority were never made explicit, so every lead relied on individual judgment.

An intake system: three decision domains (qualify, inform, assess risk), a clean operating path, and pricing authority with a defined escalation rule.

Workflow sample

Deliverable sample

Lead Intake Workflow

Lead Intake SOP

The decision logic, routing, and exception handling behind the intake system.

The procedure a team member follows to run the intake system day to day.

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This demonstration project illustrates the systems thinking and deliverable style used in real client engagements. The business scenario is illustrative; the consulting methodology is my own.

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The obvious fix was a call script or a standard price sheet. Either would have made conversations look consistent while the real gap stayed open: no one had defined when a lead qualifies, what information is enough to quote, or who can approve a price outside the standard range.

WHAT I RULED OUT