01
The homeowner hears back
Approved SMS and email acknowledge new inquiries immediately, including nights and weekends.
Intake SystemsNever miss another leadPhoenix custom pool builders only
The Leads You Already Paid For Shouldn’t Die in an Inbox.
We install and manage the system between first inquiry and booked design consultation—responding in seconds, qualifying homeowners, following up for 90 days, and flagging every qualified lead that stalls.
Free 20-minute working session · No report · No sales ambush
Lead control centerMONITORING
New lead receivedWebsite inquiry · 8:42 PMNEW
Response sentSMS + email · 8:42:42 PM0:42
Project fit capturedLocation, scope, budget & timing
Qualified lead assignedSalesperson gets the full context
Stalled handoff escalatedThe owner sees what needs attention
Nothing quietly falls throughResponded. Qualified. Assigned. Accountable.
60-second response standard Up to 90 days of follow-up Qualified-lead accountability Client-owned data and number
THE OPERATING PROMISEEvery eligible lead gets a response. Every qualified opportunity gets an owner. Every stalled handoff gets seen.
Audit My Current ProcessThe real revenue leak
Generating the Lead Is Only Half the Job.
Most systems stop after sending a notification. Intake Systems monitors what happens next—because a lead in a CRM is not the same thing as a sales conversation.
02
Your team gets context
Location, project type, timing, budget range, and the next logical step are captured before handoff.
03
The owner sees stalled leads
If a qualified opportunity is not acted on, it is escalated instead of quietly aging in the pipeline.
The Lead-to-Consultation Control System
Automation Handles the Repetition. Accountability Protects the Opportunity.
This is not a chatbot or a software login. It is a managed operating system built around your lead sources, qualification rules, salespeople, and design-consultation process.
Respond
New digital inquiries receive the right first message while interest is high.
Qualify
Capture service area, project scope, budget, timeline, and decision readiness.
Assign
Route the conversation and context to the responsible person—not a generic inbox.
Escalate
Surface qualified leads that stall after handoff so management can intervene.
Nurture
Keep useful, approved follow-up moving for homeowners who are not ready today.
MONTHLY CONTROL ROOM
LiveLead Pipeline Health
Median first responseTracked
Qualified opportunitiesTracked
Stalled qualified handoffsFlagged
Consultations bookedTracked
Your numbers—not ours
What Would One More Signed Pool Project Mean?
No inflated market average and no confusing “scenario close rate.” Enter three numbers you already understand.
This model asks only one question: if better response and follow-up helped your team win one additional project, what would that opportunity be worth?
One-More-Project Model
IllustrativeWHAT HAPPENS NOW0 projects = $0
IF FOLLOW-UP HELPS WIN ONE MORE0 projects = $0
POTENTIAL DIFFERENCE$0enter your numbers above
Illustrative model only. Better follow-up does not guarantee an additional project or revenue.
Review My Numbers in 20 MinutesOne managed system
Built, Monitored, and Improved for You.
You are not paying $1,500 for software access. You are paying for the design, installation, monitoring, accountability, and ongoing improvement of the process that works your existing leads.
Lead-to-Consultation Control System
$1,500/month
For Phoenix custom pool builders already generating inquiries but losing opportunities to slow response, weak handoffs, or inconsistent long-term follow-up.
Build & launch
- Response and qualification workflow
- Managed lead workspace and pipeline
- Website form and lead-source connections
- Appointment and sales-handoff rules
- Launch testing with your approval
Manage & improve
- Missed-call text-back
- 60–90 day SMS and email nurture
- Stalled-lead escalation
- Monthly performance review
- Optimization, support, and maintenance
Implementation included 90-day initial engagement Client-owned data and number
See If My Process QualifiesAfter the first 90 days, service continues month to month with 30 days’ written notice to cancel.
Risk reversal you can verify
Judge the System by What It Does.
No invented testimonials. No vague “AI magic.” Three concrete protections make the decision safer.
Launch-tested
Your agreed workflows are tested end to end before the recurring service clock begins.
60-second standard
Miss the 95% eligible-lead response standard because of our system, and receive a $250 service credit.
No data hostage
You retain your business data and phone number, with standard export and porting help during offboarding.
Deliberately not for everyone
This Works Best When You Already Have Leads Worth Saving.
The audit determines fit quickly. If the real problem is traffic, ad creative, or sales skill—not intake—we will say so.
Strong fit
- Custom pool builder serving Phoenix-area homeowners
- Steady inquiries from ads, referrals, or your website
- One or more people responsible for closing
- Response, handoff, or follow-up is inconsistent
Not the right service
- You primarily need traffic, SEO, or ad management
- You do not yet receive consistent inquiries
- You want software with no managed process
- You will not measure or refine your sales handoff
Straight answers
Know What You’re Buying Before You Buy It.
The service, limits, responsibilities, and exit terms should be clear before a contract is signed.
What exactly happens during the free lead audit?
It is a focused 20-minute working conversation. We review what happens from first inquiry through sales handoff, identify the most important response and follow-up gaps, and discuss sensible next steps. There is no written report, advance preparation, or disguised sales presentation.
Is this another lead-generation or advertising service?
No. We do not sell ads, SEO, or lead lists. Intake Systems helps you convert more of the inquiries you already generate by improving response, qualification, routing, accountability, and follow-up.
What does the 60-second response standard mean?
Our target is for at least 95% of eligible leads from connected digital sources to receive the approved first response within 60 seconds. If we miss that monthly standard because of a system under our control, we apply a $250 service credit. Invalid contact details, third-party outages, carrier filtering, and client-side changes are excluded.
What usage is included in the $1,500 monthly service?
The core service includes 3,000 combined inbound and outbound SMS segments, 1,000 standard domestic phone minutes, and one local business number each month. Additional SMS segments are $0.03, MMS messages are $0.08, and standard phone minutes are $0.05. We alert you at 75% and 90%, and nonessential activity will not create more than $100 in monthly overages without approval.
Is an AI voice receptionist included?
AI voice is optional because not every sales process needs it. The add-on is $300 per month and includes 500 AI voice minutes; additional AI voice minutes are $0.50. We recommend it only when call volume and missed-call patterns make the economics sensible.
Will this work with my current CRM and lead sources?
Your system includes a dedicated, managed lead workspace where inquiries can be assigned, routed, tracked, and moved through your sales pipeline. We inspect your forms, inboxes, phone flow, and current tools first. Supported integrations are confirmed before you commit; we do not promise a connection we have not verified.
Will the messages sound robotic?
They should not. The language, questions, timing, and escalation rules are customized around your business and approved before launch. Automation starts and maintains useful conversations; it does not pretend to be your salesperson indefinitely.
How do the contract and cancellation terms work?
The initial engagement is 90 days so the system can be implemented, launched, tested, and optimized. After that, service continues month to month and may be canceled with 30 days’ written notice. Service and billing continue during that paid notice period.
What happens to my data and phone number if I cancel?
Your leads, business data, and phone number remain yours. During the paid 30-day notice period, we provide a standard data export and the account information required to begin porting the included number. Managed automations stop when service ends. Custom migration work beyond standard offboarding is quoted separately.
Free 20-minute lead audit
Find Where Your Follow-Up Is Leaking Opportunities.
We will trace what happens after a Phoenix homeowner raises their hand—from the first notification to the salesperson’s next action—and identify the highest-priority gap.
Review your current response path Identify the weakest handoff or follow-up point Leave with a clear recommended next step
20-minute working session
Bring Your Process. We’ll Bring the Questions.
Choose a time and answer a few short booking questions. No written report, preparation, or commitment is required.
Choose My Audit TimeNo pressure. If Intake Systems is not the right fit, we will tell you.