Client Daily Workflow
Opportunity inbox and SLA queue
High-Intent Lane
Recent hail context, direct roof symptoms, and owner-language create immediate close potential.
Why this matters
Strong because the post references a recent weather event, clear roof symptoms, and active provider intent within an approved geography.
Next best action
Call within 10 minutes, offer storm inspection slot, and mention insurance-ready documentation.
Weather context
NWS severe thunderstorm warning and 1.25-inch hail reports within service area
Review Lane
Urgency is high, but this category stays under conservative admin review controls.
Why this matters
Intent is likely real, but policy-sensitive categories stay below full automation and require human validation.
Next best action
Hold in admin review and only route after compliance-safe verification.
A financially distressed user is asking about timing, affordability, and finding the right attorney soon.
Why this matters
Intent is meaningful, but legal and financial sensitivity keeps the workflow deliberately conservative.
Next best action
Admin review, then route to consultative playbook with minimized retention settings.
Contacted + Won
New-owner signals often unlock multiple services, not just a single transaction.
Why this matters
Strong because the ask is specific, local, and maps to multiple service lines.
Next best action
Continue nurture sequence with training plus grooming bundle recommendation.
Local event-driven beauty requests convert well when response is fast and premium.
Why this matters
Strong because the request is explicit, local, and tied to a defined booking window.
Next best action
Use premium white-glove outreach and include event-prep availability.
Operational pain plus urgent capacity questions usually means meaningful contract value.
Why this matters
High because the operational pain is concrete, local, and tied to a budget-worthy business problem.
Next best action
Capture win note and feed positive source performance back into trust scoring.