Inquiry capture
A form or intake flow that collects the details your team needs and makes missing information visible.
Lead intake and follow-up
Give every inquiry a clear next step.
Calls, forms, and messages leave your team piecing together the same details. Follow-up depends on someone remembering.
A useful first project
Who this helps
An owner-led business that needs a reliable path from a new website inquiry to a person responsible for the reply.
Start with an agreed scope
Start with one inquiry source, one receiving queue, and one follow-up workflow. Additional websites, channels, or integrations are scoped separately.
We confirm deliverables, timing, fees, and any third-party costs in writing before work begins.
What you receive
A working system and a usable handoff.
Connected lead record
Route the inquiry into the agreed inbox, CRM, or shared record with its source and a named owner.
Follow-up workflow
Configure the agreed reminders or draft responses, with clear responsibility for the next action.
Handoff and training
Deliver the configuration, account map, recovery steps, and instructions for the receiving team.
How we agree it is done
Check the result together.
The final scope names the test cases and the person who accepts the work. These checks are the starting point.
- A labeled test inquiry arrives in the agreed destination with the correct details, confirmed from the receiving side.
- Missing required fields and duplicate or failed submissions follow the agreed handling rules.
- The receiving team can find the record, identify its owner, and complete the next action without VBoarder operating the system.
Keep the first project manageable.
Paid advertising, a complete website redesign, telephone agents, and guaranteed lead volume are separate from this first project.
You receive the agreed configuration, documentation, and training. Third-party charges are disclosed separately; an ongoing VBoarder subscription is not required.
Can this use our existing website?
Yes, when the website and receiving system provide suitable access. We review them before agreeing the scope.
How do we know the form actually works?
Acceptance includes a labeled test and confirmation inside the agreed receiving inbox or system. A success message on the website is not the only check.