Planned

Sales Funnel

Lead capture → qualification → follow-up → booked call. Automated end to end, with human approval where it matters.

✓Any lead source ·  ✓Rules you define ·  ✓Books into your calendar ·  ✓Logged to your CRM
🎯
🎯 Sales Funnel

Every Lead Followed Up — Before It Goes Cold.

Leads come in and nobody follows up fast enough. Fixing it usually means hiring SDRs. The Sales Funnel works every lead the same way, every time.

🧲
Captures from any source

Forms, chat, ads, calls and imported lists.

🎯
Qualifies on your criteria

The rules you can already state out loud.

📅
Books qualified meetings

Straight into the right calendar.

24/7
follow-up
Every
lead worked
Direct
to calendar
At a glance
StatusPlanned
SourcesForms, chat, ads, calls, lists
ChannelsEmail, SMS, AI call
Books intoGoogle, Outlook
Logs toYour CRM
What it does

What it runs.

🧲
Lead capture from any source

One queue regardless of where the lead came from.

🎯
Qualification by your rules

Scored and sorted before anyone spends time on it.

📧
Multi-touch follow-up

Email, SMS and AI call, sequenced and timed.

📅
Books qualified leads

Into the calendar, with the context attached.

🗃️
Routes the rest to nurture

Nothing is dropped, nothing is chased forever.

📈
Conversion reporting by stage

So you can see where leads actually stall.

How it works

Three steps.

01
Connect lead sources
Forms, ads, chat, phone — whatever you already use.
02
Define qualification and follow-up rules
What counts as qualified, and what happens when it is not.
03
Run and report
Conversion tracked by stage, every month.
Prerequisites

What has to be true underneath

🔌
Lead sources to connect
At least one, ideally all of them.
📅
A calendar
For the meetings it books.
🗃️
A CRM
Yours, or one we provide.
📝
Stateable qualification criteria
If you cannot describe it, it cannot be automated yet.
Sample output

What it produces.

Pricing is being finalized. Join the early-access list to be notified when it is available.

Sales Funnel — This week
214
Leads in
86
Qualified
31
Meetings booked
By stage
Captured
214
Enriched
189
Qualified
86
Contacted
72
Booked
31

Frequently asked questions

How is this different from a CRM?

A CRM stores leads. This works them.

What if a lead needs a person?

High-value leads route to a person by your rules.

Can I see each lead's history?

Yes — a full activity log per lead.

Related

Want to see it working?

Related tools: AI Calling · Marketing

Approval rules you set You own the output Digital Enablers LLC · Ypsilanti, MI