Trigger
New inquiry
The workflow starts when a lead asks for pricing or scope.
Playbook
Lead to quote
Move inquiries to quotes and quotes to booked work with less delay.
Action
Qualify and quote
Check fit, gather details, and move toward a quote.
Approval
Review the quote
Escalate exceptions or pricing issues for human review.
Result
Booked work
Measure success by quotes sent and jobs booked.