Sales operations
Sales intake becomes a controlled operating layer.
A specialty home-builder's manual sales intake, rebuilt as a controlled lead pathway — capture, qualify, route, hand off.
The challenge
Manual sales intake with no single pathway.
Shed House Australia, a specialty home-builder, took enquiries the way most growing teams do — across forms, an inbox, and a scheduling tool, each checked and routed by hand. Fit was assessed manually, details were copied between systems, and the next action lived in someone's memory.
That works until volume rises. The goal was a single lead pathway: one place that receives every enquiry, assesses fit, prepares the handoff, and keeps the next action visible — so nothing slips between tools.
What we built
A lead pathway from enquiry to booking.
- 01
Typeform lead
Enquiries are captured through Typeform intake and ingested idempotently, so a retried or duplicated webhook never double-fires the pipeline.
- 02
Pre-screening
Pre-screening checks run automatically against each enquiry — the same fit and location logic the team applied by hand, applied the same way every time.
- 03
Classification
Classification logic sorts each lead and selects its qualification path, attaching the context the next step needs.
- 04
Monday.com
A clean record is routed into Monday.com so the lead lands in the right place with its handoff packet ready, not waiting on a manual copy-paste.
- 05
Email
An email follow-up is staged around the handoff, with event logging on the external steps so the trail is visible.
- 06
Calendly
Qualified leads arrive booking-ready through Calendly, with the next action open and logged end to end.
Proof of work
An intake layer that runs the routine and keeps the next step visible.
What was a manual sales-intake workflow is now a controlled operating layer: every enquiry is captured, screened, classified, and routed the same way, with a booking-ready handoff at the end and event logging around each external step. The path was built discovery-to-implementation, using mock adapters before live integrations so the system was proven before it touched production tools.
Build details
The components and patterns behind the system — built the way production systems should be.
Keep exploring
Lead intake automation
Capture, qualify, and route every enquiry automatically — so sales-ready leads reach the right person and nothing slips through the cracks.
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Pick the process your team keeps doing by hand. We'll return its inputs, decision points, failure modes, and the automation layer that makes it operational — concrete, not conceptual.