LeadLatch Client Portal MVP

Automation status

Your lead capture system checklist.

Each item should be verified before public launch. Pending items stay visible so the client knows what remains.

Leads

Open conversations that may need action.

0 unresolved

Customer	Need	Source	Urgency	Status	Next step

Value / revenue

Estimated revenue influenced.

These numbers are directional only. They combine mock lead outcomes with configurable average job values and should not be presented as guaranteed revenue.

Estimated revenue influenced $0 Disclaimer: attribution must be verified against actual invoices, booked jobs, and client-approved assumptions.

Billing / upgrades

Current plan and upgrade options.

Loading plan…

Onboarding

Complete your setup form.

This is the first required task after payment. Production should save this securely and notify Reuben/LeadLatch internally.

Required

Business website Legal business name Business email Main business phone Business address Primary service area Business hours After-hours policy Lead alert contact name Lead alert contact email Lead alert contact phone Backup contact rules Irrigation services offered Services NOT offered Residential / commercial / HOA mix Max travel radius Seasonal hours notes Urgent irrigation rules Same-day availability rules HOA/commercial priority rules Photo/video intake preference Custom intake questions Phone setup preference Area code priority 1 Area code priority 2 Area code priority 3 City/region fallback Toll-free acceptable? Phone should support Business-hours forwarding number After-hours forwarding number Missed-call text-back? Exact number approval preference Phone/SMS billing authorization Do you currently text customers? How do customers consent to texts today? Privacy Policy URL Terms / SMS Terms URL Expected SMS volume A2P status SMS compliance acknowledgement Website platform Website access method Website manager Contact form URL Chat/widget placement pages Chat/widget exclusion pages New lead definition Unbooked lead definition Follow-up cadence Follow-up channels Follow-up tone Quote tracking source Quote follow-up rules Review link Review request rules Weekly summary preferences AI voice scope AI voice tone AI allowed actions AI forbidden promises AI emergency fallback AI price rules AI availability rules Phone routing rules Use phone number for AI voice? Old lead source Old lead count Old lead consent notes Reactivation channel preference Reactivation exclusions Calendar software Appointment duration rules Booking approval rules Monthly reporting preferences 30-day success definition Average job value Where do leads come from today? Anything LeadLatch should avoid saying?

No onboarding form submitted yet.

Support

Submit a question or issue.

Use this for lead-capture issues, setup questions, billing questions, upgrade requests, or anything that needs LeadLatch review. Calling is still okay for urgent business-critical problems, but portal tickets give us the cleanest paper trail.

Topic Priority Best contact method Affected area What happened? Example lead/customer, if relevant

No ticket submitted yet.