SR-001 · Lead intake LP · 4 weeks

The Northwind Stack.

An end-to-end inbound pipeline. Every lead lands in one place, gets enriched, scored, routed to the right human, and answered before the kettle boils — even at 2am.

Commission this playbook
sellaray · ops · live1722 runs/day
08:14:02inbound · phone · +1 (203) 555-0177
08:14:04transcribe · whisper · 14s · ok
08:14:06classify · roofing · urgency: 7/10
08:14:08route · agent: priya · slack ping
08:14:10reply · sms · drafted · waiting approve
08:14:12crm · upserted · contact #18421
First-touch
<4min
Channels unified
5
Leads/day handled
247
Build time
4wks
PhoneWeb formWeb chatDMsReferralRe-engagementAfter-hoursSlack opsPhoneWeb formWeb chatDMsReferralRe-engagementAfter-hoursSlack ops
01 · What it does

Calls, forms, web chat, DMs — into one CRM, scored, replied to in under four minutes.

01

Catch every channel.

Phone, web form, chat widget, IG/FB DMs, referrals — all of it lands in one queue. No more inbox roulette.

02

Enrich before you reply.

Auto-pull company, address, job context. Score on intent + urgency before a human reads it.

03

Route in seconds.

Territory + skill + load. The right person gets pinged on Slack with the lead pre-summarised.

04

Reply automatically — but human.

Drafted SMS or email with the operator's voice. Human approves with one tap.

02 · Stack & what we ship

No platform fees. Yours on day one.

Stack
  • Twilio · phone bridge
  • OpenAI Whisper · transcribe
  • HubSpot · CRM of record
  • Slack · ops alerts
  • Retool · operator UI
  • Postmark · transactional
What we ship
  • 1 unified inbound pipeline
  • 42 routing rules
  • 11 SLA dashboards
  • 6-page runbook
  • 2 trained operators
07 · Live demo

Drop in a lead. Watch it route.

This is the same pipeline that runs Tri-State Roofing in production. Type a fake lead and watch it cascade through classify → enrich → route → reply.

lead-router · sandbox
01intake
02classify
03enrich
04score & route
05reply drafted
06crm logged
04 · FAQ

Things people actually ask.

/01
Will this replace my CRM?
No — it sits on top of it. We integrate with HubSpot, Salesforce, Pipedrive, GHL, or whatever you use. The CRM is still the system of record.
/02
What if a lead comes in at 2am?
It gets classified, an SMS goes out (in your voice), and an operator picks it up first thing. Urgency-flagged leads can wake an on-call human.
/03
Does it handle Spanish / other languages?
Yes. Whisper transcribes 90+ languages, and we route by language to the right person on your team.
/04
Can I customise the routing?
We start with your existing rules (territory, skill, load). Anything you can describe in English, we can encode.

Commission The Northwind Stack.

Or build one of your own.

4w from kickoff to handoff. Fixed price. Yours on day one. Cancel anytime.

/ ops
sellaray · ops · liveesc to close
sellaray ops · v4.2 · type a command, or "?" for help
/bookBook a discovery call
/homeBack to the cover
/p northwindNorthwind Stack — lead intake
/p driftDrift Killer — outbound
/p quoteQuote Machine — backend quoting
/p hearthHearth Engine — content
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