Capture and enrichment
Normalize lead context, source, consent, service need, location, urgency, and approved enrichment without inventing facts.
Revenue Operations / Automate
Respond to Leads Faster and Keep Follow-Up Moving
Connect lead sources, approved responses, scheduling, CRM updates, reminders, and staff alerts so good opportunities are less likely to stall.
Pilots from $3,500
Built for Automate
Clear first step
What This Fixes
Automate one useful task with people still in control.
Connect lead sources, approved responses, scheduling, CRM updates, reminders, and staff alerts so good opportunities are less likely to stall.
Best fit
Explore the Automate path Sales and service teams with meaningful inbound or reactivation volume, slow or inconsistent follow-up, and a CRM or owner ready to receive structured work.
Follow-up and booking
Send approved acknowledgements, reminders, questions, and scheduling paths with frequency and stop rules.
CRM updates and staff alerts
Update stages, assign owners, create tasks, surface exceptions, and preserve a reviewable activity history.
Choose Your Starting Point
Choose the level that fits what you need now.
Every option is a proposal starting point. Your written scope confirms the final work, schedule, responsibilities, and approved outside costs.
Lead Flow Review
Choose a practical first use case
$750
one time
Workflow and readiness review
- Lead-source and response audit
- Qualification and routing map
- Pilot recommendation
Most common starting point
Follow-Up Pilot
Prove the workflow before expanding
$3,500
starting project
One carefully defined task
- One lead source and follow-up path
- Approved messages and stop rules
- CRM routing and operator alerts
Sales Workflow System
Connect tools, approvals, and reporting
$8,500
starting project
Connected multi-step system
- Multiple lead sources and stages
- Scheduling, CRM, and notification integration
- Review dashboard and exception handling
Custom scope: CRM licenses, voice, SMS, enrichment, data cleanup, and provider usage are scoped separately.
Clear From the Start
Know what is included before the work begins.
You should understand what HostAvvy will deliver, what may cost extra, and what we need from you.
What You Get
- Lead-source and response audit
- Qualification and routing map
- Message, timing, consent, and stop rules
- CRM, scheduling, and notification integration
- Test leads and exception scenarios
- Dashboard, operator training, and improvement backlog
What May Cost Extra
- Software, model, voice, messaging, and storage usage
- Unreviewed high-impact actions
- Guaranteed accuracy, savings, revenue, or uninterrupted providers
What We Need From You
A repeatable task, usable source information, access to the required tools, a person who can approve decisions, and real examples for testing.
Timing: A readiness review comes first; wider use follows only after testing, failure handling, and staff approval.
Review the task
Document the current steps, information, tools, approvals, exceptions, cost, and useful finish line.
Build one controlled pilot
Automate one carefully defined task with narrow access, clear review points, and visible failure handling.
Test before expanding
Measure quality, cost, failures, and staff feedback before adding more users, tools, or decisions.
Example Deliverable
Preview the kind of clarity this work creates.
A practical flow for intake, context, approved follow-up, CRM updates, scheduling, alerts, and staff review.
Illustrative capability example - not a client result
Lead response sequenceHostAvvy sample
Straight Answers
Questions worth answering before you start.
No. Data source, consent, outreach law, platform policy, audience, suppression, and approval requirements are established before any messaging workflow.
It can collect and organize approved criteria. High-impact rejection, pricing, credit, legal, or sensitive eligibility decisions require appropriate human ownership.
The readiness review confirms API access, permissions, data quality, field ownership, duplicates, rate limits, and provider costs before integration is promised.
No. Telephony, numbers, messages, recordings, transcription, model, CRM, and automation usage are separate.
Your Next Step
See a recommended plan before sharing contact details.
Answer six short questions, review the best starting path, and continue only when the recommendation makes sense.
