Lead Intake → Booking

Turn every inbound inquiry into a booked conversation — without delays, dropped leads, or manual follow-ups.

See How It Works

Speed and Consistency Close Deals

Most businesses don’t lose leads because of demand — they lose them because of friction. Slow responses, inconsistent qualification, and manual scheduling introduce delay at the exact moment prospects are ready to engage.

Lead Intake → Booking removes that friction entirely.

What This System Does

  • Captures inbound leads from forms, email, chat, or voice
  • Applies qualification rules automatically
  • Routes leads based on intent, urgency, or fit
  • Books appointments directly into live calendars
  • Sends confirmations and reminders
  • Logs every interaction for visibility and follow-up

Built as a Deterministic Workflow

This system is designed as an operational pipeline — not a marketing gimmick.

Behind the scenes:

  • Intake sources feed structured data into workflow logic
  • Qualification rules are enforced consistently
  • Routing and booking are handled automatically
  • Exceptions are flagged instead of ignored

Workflow orchestration is handled through n8n, allowing the system to adapt to different industries and operating models without custom code.

Why It Matters

  • Faster response times increase conversion rates
  • Fewer dropped leads
  • No dependence on manual follow-up
  • Clean handoff from marketing to operations

Who It’s For

  • Service businesses
  • Sales-driven organizations
  • Teams with inbound lead volume
  • Operators who care about conversion discipline

Works Independently — Scales with Mentis

Lead Intake → Booking can operate as a standalone automation with its own workflows and integrations.

When governed by Mentis, the system gains:

  • Context-aware qualification
  • Cross-channel learning
  • Policy enforcement
  • Long-term optimization across tools

Integrations

  • Web forms
  • Email
  • Calendars
  • CRM systems
  • Messaging platforms