Illustrative sample - no customer data

Sample workflow review for a catering lead.

This is the concrete artifact the free review is meant to produce: one leak, one safe reply pattern, one follow-up rule, one proof target, and a decision on whether a paid pilot is worth quoting.

Get a workflow review See pilot pricing
WorkflowCatering quote request
Leak19-hour reply gap
RiskMissing venue, service, allergy, and deposit details
DecisionPilot-worthy if this happens weekly
1. Lead snapshot

Inquiry arrived with buying intent, but not enough detail to quote.

"Hi, we need catering for about 150 people next Saturday. Can you send pricing?"

  • Strong signal: guest count and date are present.
  • Missing: venue, service style, allergies, menu direction, and deposit timing.
  • Owner risk: quoting too early or forgetting the follow-up if the prospect goes quiet.
2. Frontroom review

Approved context is checked before a reply is drafted.

  • Menu notes and event FAQ checked.
  • Quote policy says no final price without venue and service style.
  • Availability and allergy guarantees stay blocked before owner approval.
  • Draft cost stays visible before any provider work scales.
3. Owner-ready output

Safe reply, follow-up watch, and paid-pilot proof target.

"Happy to help. Before we quote, can you confirm the venue, service style, allergy notes, and when you need the deposit held?"

  • Owner manually approves or edits the reply.
  • Follow-up watch: check back in two business days if there is no response.
  • Proof target: recover or protect one stale event quote in 30 days.

What the prospect gets from the free review

A plain-language recap they can use immediately, even if they do not buy: the leak map, missing details, safe reply pattern, follow-up rule, and the yes/no reason for a paid Frontroom pilot.

Leak mapWhere the lead arrived, where it stalled, and who owns the next move.
Blocked claimsAnything Frontroom should not promise without owner approval.
Reply patternThe safe question set and tone for the next response.
Pilot decisionWhether the workflow has enough frequency and value to quote.

Bring one messy workflow. We will show the review before the pilot.

The free review should make the paid setup obvious or unnecessary. No secrets, no customer records, and no automatic customer sends through the public form.

What is slipping first?
Free workflow review first. Paid pilot only after fit, scope, usage caps, and approval rules are clear. Do not submit secrets, API keys, or customer records here. See Privacy.