DESIGNED, BUILT, AND HANDED OVER BY EXOVARA
Keep customers moving from first inquiry to a finished job.
Connect lead capture, qualification, quote preparation, follow-ups, customer records, and handoffs into a process your team can run.
WHAT WE CAN BUILD
A connected set of capabilities.
- Lead intake and customer-record creation
- Qualification questions and missing-information checks
- Quote and proposal preparation using approved templates
- Follow-up tasks, reminders, and approved message sequences
- Customer onboarding and internal handoff checklists
- Pipeline views and weekly exception reports
START WITH SOMETHING USEFUL
A focused first version.
One inquiry-to-handoff process inside your email and customer-record system.
Room to grow.
Add scheduling, multiple locations, quoting systems, customer portals, and additional channels as separately scoped phases.
Clear operating boundaries.
Agree which routine steps can run automatically. Your team approves pricing, commitments, unusual requests, and changes outside the agreed rules.
THE BUILD IS ONLY PART OF THE JOB
A system your team can own.
- A written scope with deliverables and acceptance criteria
- Configuration using your approved information and supported accounts
- Tests for ordinary work, missing inputs, and exceptions
- A team walkthrough, operating guide, and agreed support period
SCOPE BEFORE COMMITMENT
Customer Operations Launch
From $2,500 CAD
A bounded launch covers one process in up to two supported tools, one lead pipeline, qualification rules, an approved quote template, follow-up tasks, a handoff checklist, testing, training, documentation, and 30 days of fixes. Additional channels, tools, custom quoting logic, and software fees are separate.