Guided example · fictional data

Keep customer details together—without retyping everything.

Keep names, contact details, requests and next steps in one online list, with missing information and possible duplicates marked.

Illustrative scene: a technology professional and business owner reviewing customer inquiries. — Illustrative service scene

This is a prewritten walkthrough. No message, payment, booking or paid AI call is made. Open the examples below to see the different states.

“Please set up streaming for my mom in Midland next week. Call Alex at 202-555-0147.”

One inquiry. Clear next steps.Original request retainedDetails supplied → missing information flagged → owner reviewFictional workflow. No action completed.

New request

Customer: Alex
Phone: 202-555-0147 · fictional
Area: Midland
Request: Streaming setup for mom
Street address / exact time: Not supplied — needs confirmation
Status: Needs review · no appointment reserved

Missing information

Street address and a precise time are missing. Keep them blank, retain the source inquiry and ask Alex to confirm.

Possible duplicate

A matching phone number is flagged for review. Do not silently overwrite a record or merge two people. Rule-based tracker: $349; AI extraction plus list: $499.

Choose the setup that fits

Practical AI · one-time setup$499

Customer Details + List

Keep new leads in one place instead of retyping names and requests. See who needs a follow-up and what information is missing.

One inquiry source and one online customer list
Up to eight fields, such as name, phone and request
Summaries, duplicate flags and review status

Live AI costs are separate and approved first. Google Sheets or Excel Online account checked before payment.

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Included work

The inquiry summary and details flow plus one supported customer-owned cloud sheet. Up to eight agreed fields, source references, duplicate flags and review status; one input and one list, new inquiries only.

Not included

No historic inbox sweep or CRM migration. A closed local Excel file is not an always-on destination.

Outside costs—approved first

Eligible Google Sheets or Excel Online account compatibility checked first; AI usage costs approved separately.

Website service · one-time setup$349

Customer Request Tracker

Stop copying form answers into a spreadsheet. Keep each request and its next step together so your team can follow up.

One form connected to one online customer list
Up to eight fields copied without AI
Duplicate flags, status and one email notification

No AI needed. Existing online list and email account costs are checked before payment.

Choose this package See an example →

See everything included

Included work

Rule-based mapping from one supported form into one supported customer-owned cloud list; up to eight fields, duplicate flags, status/next action and one owner notification.

Not included

No AI interpretation, full CRM, dashboard or data migration.

Outside costs—approved first

Existing cloud account and sender eligibility/costs checked first. AI is not required.

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