Keep customer details together—without retyping everything.
Keep new leads in one place instead of retyping names and requests. See who needs a follow-up and what information is missing.
What you receive for $499
- One inquiry source and one online customer list
- Up to eight fields, such as name, phone and request
- Summaries, duplicate flags and review status
How it works for your business
- We agree the fields in your Google Sheets or Excel Online customer list.
- New inquiries are summarized and their supplied details added to that list.
- Possible duplicates and missing details are marked for your review.
A result you can picture
One row holds the name, contact details, request, original message reference and next step. Unprovided details stay blank.
Included work and limits
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.
Outside this package
No historic inbox sweep or CRM migration. A closed local Excel file is not an always-on destination.
Before you pay
Eligible Google Sheets or Excel Online account compatibility checked first; AI usage costs approved separately.
We check the website and accounts needed for this package first. You keep control of your accounts. Never put passwords or banking details in the request form.
Before installation, we agree which requests AI can use, what your team reviews, how long information is kept and the outside usage budget. We test with approved examples before handoff.
A clear price. An agreed scope. Your approval.
Listed service fees are capped for the included scope and stated service period. Our delays do not create extra charges. Requested additions are explained and priced before you decide. Each one-time setup includes acceptance checks, a handoff, written instructions and 30 days of defect correction within the agreed scope. Design packages include the listed files and revision rounds; monthly care includes the stated monthly batch and report. There is no mandatory support retainer.
We check your website, accounts and permissions first. External subscriptions, processing fees and live AI usage are separate, disclosed and approved before payment. Requesting a package does not buy a subscription, charge you or reserve an appointment. Overlapping included steps are not charged twice.
Will I pay more than the listed fee?
The included scope is capped at $499 for the stated service period. Additional requested work and external running costs are approved separately before payment.
Is this a live AI demonstration?
Our examples use fictional data and prewritten states. No email, payment, appointment or paid AI call is made. Customer installations are connected and checked separately after approval.