DIY lead capture system
Build a local service lead capture system.
Get the PDFs, n8n workflow templates, scripts, examples, proof assets, and setup checklist to build a missed-lead capture and follow-up system. Want it installed? Use the setup path.
The $197 product is a build-it-yourself kit. It is not a pre-connected phone, CRM, or calendar agent. The installed service is separate and starts after we collect the client tools, permissions, owner handoff, and launch rules.
What people came for
Local Service Revenue Automation DIY Kit
Simple job
This is a six-part DIY workflow/template package for a local business. It shows how to catch a lead, get the details, draft follow-up, prepare booking handoff, report results, and check safety.
Proof Package Listed
Ready for customers to inspect and buy.
This product has a proof asset or walkthrough placeholder, a customer-ready delivery package, and checkout enabled after review.
28
Files
5
PDFs
0
DOCX
0
XLSX
- Missed-call recovery proof walkthrough using our own OpenClaw buyer path
- After-hours inquiry capture example
- Qualified lead record screenshot
- Callback and follow-up message sequence
Safety target
Target score before production: 85+ with clean credential, messaging, calendar, CRM, and notification handling.
Plain English
What is this?
This is an AI lead team for a local business. When someone asks for a price, calls after hours, fills out a form, or wants to book a job, the helper answers fast.
It asks what they need. It gets their name, phone number, address, and job details. Then it tells the business owner what to do next.
What we build
A local service lead capture system. It catches the lead, asks what they need, marks hot jobs, drafts the next step, alerts the owner, and saves proof.
How we use our own business
OpenClaw has people viewing proof pages, taking the quiz, and trying to buy. We use that same path as proof: catch the buyer, sort the need, show the next step, and save the run.
1. Catch
Call, form, chat, or quote request gets saved.
2. Sort
Hot job, warm job, or later job.
3. Move
Owner sees the lead and the next step.
Real example
Example: roof leak at night.
A homeowner has a roof leak at 8:30 PM. They fill out a form. Normally, nobody replies until tomorrow. By then, they may call another roofer.
With this system, the lead path replies right away, asks what happened, gets the address and phone number, and asks if they want someone to call.
Owner gets this
New urgent roof repair lead
Name: John
Phone: 555-555-5555
City: Sunrise
Problem: active roof leak
Next step: call now
The six agents
The 6 local business AI helpers.
People do not pay for a vague AI tool. They pay for a system close to money: leads, follow-up, bookings, and proof.
Lead Intake Agent
Catches missed calls, forms, chats, quote requests, and manual leads.
Website Chat Agent
Talks to visitors, asks what they need, and collects job details.
Follow-Up Agent
Drafts texts, emails, and reminders so warm leads do not go cold.
Booking Handoff Agent
Moves qualified leads to a booking link, estimator task, or owner callback.
Owner Report Agent
Shows leads, follow-ups, booked jobs, open leads, and missed revenue leaks.
Safety Review Agent
Checks permissions, approval points, stop rules, and no-send boundaries.
When a client buys the install path, we collect the real phone/form/CRM/calendar setup, write the safe rules, run test leads, and turn on only what passes.
Fit check
Do not buy before proof.See the lead path first.
This page shows the lead path before checkout: workflow map, sample lead, owner alert, follow-up, booking handoff, kit contents, and test checklist.
Lead capture system
Six helper paths for lead intake, website chat, follow-up, booking handoff, owner reporting, and safety review
What it does
- Captures missed calls, form leads, chats, quote requests, and after-hours inquiries
- Asks the minimum qualification questions needed to route the opportunity
- Drafts the first follow-up and owner alert before the lead goes cold
- Hands the lead to calendar, CRM, email, or a human closer
- Reports what came in, what needs attention, and what stayed safely blocked
Proof to check
- Captured lead record
- Follow-up message sequence
- Booking or callback handoff
- Owner report and safety checklist
Fit questions
The problem
The lead is there.The follow-up is missing.
The agent
The agent catches missed leads, sorts them, and tells the owner what to do next.
Catch
The missed call or form lead is saved with name, phone, job type, and need.
Sort
The lead is marked hot, warm, or later so the owner knows what matters.
Show proof
The run shows the lead, the next step, and whether anything was sent or blocked.
Recording pending
What the real walkthrough must show.
This slot stays honest until the actual product walkthrough is recorded. The video must show the files, lead path, owner-review output, setup checklist, and safety gate.
1. Lead comes in
A call, form, chat, or quote request comes in.
2. Lead record
Name, phone, job, city, need, and time are saved.
3. Sort the lead
The agent marks it hot, warm, later, or blocked.
4. Make the next step
It drafts the call back, text, email, or booking handoff.
5. Save proof
The run shows what happened and what is still blocked.
What is inside the product
The actual files you get.
This is not a vague promise. The ZIP includes the start guide, premium PDFs, eight n8n workflow blueprints, lead/CRM examples, a visual dashboard, proof images, resale assets, and an agent-build prompt you can hand to ChatGPT, Claude, or Codex.
local-service-revenue-automation-kit.zip
28 files · 5 PDFs · 0 DOCX · 0 XLSX
Open first
START-HERE.txt
Start with the leak
Open START-HERE first. It explains the missed-call and quote-request workflow, then points you to the PDFs, workflows, examples, proof assets, and builder-agent prompt.
Agent-build prompt included
Paste 09-AGENT-BUILD-PROMPT.md into your AI builder so it asks for the right business inputs, builds in no-send mode, saves proof, and blocks live sends or writes until approved.
DIY files, not hidden labor
The kit gives the deployment files. A live install still needs approved access to the client phone/form/CRM/calendar/email tools.
Proof and resale assets
Use the proof images, dashboard, Canva link, and resale pack to explain the system to a client before installation.
Pick your path
Let us install it, or build it yourself.
Choose the self-serve build kit or the setup path. The kit gives you the files and steps. The setup path is where we configure the business tools.
Setup help
Have Us Install It — Starts at $497
Best when you want the lead system set up for one business. We configure the lead path, owner alert, follow-up drafts, booking handoff, proof report, safety rules, and launch walkthrough.
Have Us Install ItDIY kit
Build It Myself — $197
Best for builders, agencies, and business owners who want the files and steps. You get the guide, templates, scripts, workflow map, examples, safety checklist, and testing checklist.
What runs
What runs inside this kit.
These are the ingredients. The kit is the recipe that connects them into one workflow.
Setup steps
From inspection to launch.
Choose the vertical template: fencing, cleaning, solar, contractor, or construction
Inspect the free scorecards and source-visible building blocks
Configure intake questions, follow-up messages, and routing rules
Connect CRM, email, calendar, phone, or human closer handoff if you are doing a live install
Run the test scenarios and launch only after the launch checklist passes
Document preview
See what is inside.
Every kit includes a workflow map, setup checklist, templates, example outputs, and a delivery dashboard.
Product walkthrough pending
The next video must show the actual kit and setup path.
This placeholder stays until the recording shows what the buyer actually gets: the ZIP, PDFs, n8n workflow templates, scripts, proof assets, and the separate setup path.
Recording pending
Real product walkthrough is being produced.
The next video must show the actual files, workflows, setup checklist, and what changes when we install it for a client.
Placeholder
Product walkthrough pending
Safety layer
Fleet Shield verifies before you deploy.
Every skill in this kit has been reviewed for credential access, external calls, data handling, and permission scope. You see the safety notes before you install.
Who this is for
- Fencing, cleaning, solar, contractor, and construction businesses
- Agencies installing missed-call and booking systems for local clients
- Owner-operators who miss calls, respond late, or forget to follow up
Not the right fit
- Emergency dispatch or regulated intake requiring manual review first
- Businesses without a clear service area or follow-up owner
- Teams looking for unconsented mass messaging
Free building blocks
Inspect the ingredients before you buy the recipe.
These skills remain free to inspect. The paid kit shows how to connect, configure, test, and launch them as one working workflow.
AI Voice Receptionist
A / 90Answers common questions, captures caller details, and starts the booking or callback path.
Setup requirement
Business FAQ, intake script, business hours, and phone or handoff destination.
Proof asset needed
Call transcript, captured lead record, and callback or booking action.
Smart Lead Qualification
A / 100Scores the lead and decides whether to book, follow up, or escalate.
Setup requirement
Qualification questions, service area, score threshold, and routing rules.
Proof asset needed
Qualified lead example with score and next action.
WhatsApp AI Chatbot
A / 90Sends follow-up messages, captures replies, and escalates unclear responses.
Setup requirement
Consent source, approved templates, opt-out copy, CRM fields, and human fallback.
Proof asset needed
Message thread, opt-out copy, and CRM reply log.
Lead Notifier
Free scorecard livePushes captured lead details to the right person before the opportunity goes cold.
Setup requirement
Notification channel, lead fields, response SLA, and owner destination.
Proof asset needed
Lead alert screenshot with source, contact details, and next action.
Free vs paid
Skills are free. The kit is paid.
Free in OpenClaw
- Skill scorecards
- Findings summaries
- Source visibility
- Fleet Shield notes
- Inspect building blocks
$197 DIY Kit
- 30-minute start guide
- Setup manual
- Fill-in workbook
- Scripts and templates
- Proof and resale guide
- Workflow map
Premium Setup $497+
- Help setting it up
- Setup for your business
- Connect the handoff
- Help with test runs
- Launch support
Delivery checklist
What happens after purchase
You receive the self-serve deployment kit.
The free skills are still free. The kit is the implementation path that turns them into a working business workflow.
- 1.30-minute start guide PDF
- 2.Setup manual PDF
- 3.Workbook PDF
- 4.Scripts and templates PDF
- 5.Proof and resale PDF
- 6.Automation files
Need the right fit first?
Tell us what you want AI to fix. We’ll show you the AI agent that can help.
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FAQ
What am I paying for?
You pay for the setup path, not the free skill notes. The kit gives you the order, map, scripts, templates, examples, tests, and launch list for a diy workflow/template package for local-service lead capture: map missed calls or form leads, ask the right questions, score the job, draft follow-up, alert the owner, route the next step to booking, and show proof of what happened..
Are the skills free?
Yes. Skill notes are free to view. The paid kit shows how to use them together for one business job.
Why is the kit $197 if the skills are free?
Because the value is the setup path: what to use, what order to use it in, what scripts to copy, where the lead goes, and how to test it.
Can I build it myself using only the free skills?
Yes, if you want to work it out yourself. The kit is for buyers who want the short path: files, examples, tests, and launch steps in one place.
What if I want help installing it?
Premium setup starts at $497. That is for buyers who want help configuring the workflow around their business, handoff destination, and launch requirements.
What is this?
It is a build-it-yourself lead capture system for local service businesses. The kit shows how to catch missed calls, forms, chats, and quote requests, then ask questions, draft the next step, alert the owner, prepare booking handoff, and track proof.
Is this a real live agent?
The proof walkthrough uses safe test data. A live client build needs approved access to phone, forms, CRM, email, calendar, and safety rules before anything sends or writes live.
What happens when I buy?
You get the DIY files: guides, templates, workflow map, examples, scripts, proof assets, and testing checklist. If you want us to build it, the setup path collects your business type, lead sources, tools, service area, owner handoff, and approval rules before anything goes live.