Free · self-guided · 3 parts
Turn an inquiry into a clear appointment request.
A practical workshop for local service-business owners who want a simple intake, confirmation, and follow-up process their team can adapt to the tools they already use.
This workshop shares templates and working prompts—not booked appointments, revenue promises, installed software, autonomous messaging, or a done-for-you service.
The workshop map
Three small handoffs, made visible.
01
1 · Intake
Create a short request form or call note that gives the next person enough context to decide what happens next.
02
2 · Confirmation
Use plain confirmation and reminder wording so the customer knows what has been received, what is still pending, and what to prepare.
03
3 · Follow-up + tracker
Use one lightweight status list to make the next move visible after an estimate or an unconfirmed appointment request.
When you want the field kit
Keep the workshop. Add the ready-to-adapt toolkit when it fits.
The Local Lead-Path Automation Box is a $97 USD, one-time one-time toolkit for owners who want the response scripts, follow-up prompts, and tracker materials gathered in one place.
The Workshop stays free for learning and adapting the ideas. The Automation Box is the paid digital download for teams ready to use the gathered materials in their own process.
The Box helps you adapt a practical response process to your existing team and tools. It does not include software, calendar setup, messaging deployment, or a managed service.
Digital field kit — no software or setup included. Checkout opens securely in MadeThis; the confirmation screen provides the download, and Liteprop also prepares a delivery email.
See what's inside the Box