Build a Local-Service Lead Response and Booking System
Build and verify a test-environment lead-response and booking system for one local-service offer with traceable intake, human review, booking states, and failure recovery.
Define One Service Lane and Baseline
Choose one service, lead source, appointment, owner, human boundary, and measurable start and finish.
Capture, Normalize, and Match Enquiries
Preserve the original request, define fields, match existing records, and prevent unsafe duplicate handling.
Design the First Response and Consent Boundary
Write approved acknowledgements, channel rules, owner alerts, opt-out handling, and delivery failure paths.
Qualify, Route, and Escalate
Use minimal questions and visible rules to prepare a recommendation while people own fit and exceptions.
Offer Booking and Reconcile Changes
Define booking eligibility, scheduler fields, idempotency, cancellation, rescheduling, no-show, and failure states.
Build the Action Board and Failure History
Show open, unowned, stale, qualified-unbooked, failed, and unresolved records with traceable events.
Test, Hand Off, and Decide Whether to Launch
Run normal, duplicate, missing, safety, opt-out, booking, and integration failures before a go-live decision.