Lead-path audit
We trace calls, forms, messages, estimates, and handoffs to find the actual drop-off points.
FieldKnown / Lead follow-up
We build a human-controlled follow-up system for contractors so every legitimate opportunity has an owner, a next action, and a clear stopping rule.
Controlled product demoThe business problem
A website or advertising campaign cannot fix a slow response, an owner-only inbox, or estimates that never receive a second conversation. We map the real workflow first, then create practical scripts, ownership rules, review points, and recovery steps without pretending automation can replace judgment.
With a client-owned account and approved rules, OpenAI or Anthropic Claude can summarize inquiry context and prepare follow-up drafts for human review. This public Builder does not automatically send those messages.
A visible owner for every new opportunity
Short, approved response and follow-up language
A recovery path for missed calls and dormant estimates
Immediate opt-out, complaint, and human-escalation rules
What you receive
We trace calls, forms, messages, estimates, and handoffs to find the actual drop-off points.
The team gets concise language, timing expectations, and information-gathering prompts.
We define a controlled sequence for eligible old inquiries and unclosed estimates.
Results are reported as conversations, qualified opportunities, appointments, and known outcomes.
How we start
The business identifies records it owns and the consent or contact basis it can document.
The owner approves timing, language, limits, handoffs, and do-not-contact rules.
We start manually, record outcomes, and automate only after the process proves useful.
FieldKnown-managed first review