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.

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Required setup step

Complete this form so we can build your LeadLatch system.

Answer in plain English. If you do not know something, write “Not sure” and we’ll clean it up during setup. Your dashboard unlocks after this is submitted.

Required

Your website Legal business name Best business email Main business phone Business address Where do you serve customers? Normal business hours What should happen after hours? Who should receive new lead alerts? Alert email Alert phone If the first person misses an urgent lead, who is next? What services do you want more leads for? What jobs should we avoid sending you? Residential / commercial / HOA mix How far will you travel? Seasonal hours notes What counts as urgent? When can you take same-day jobs? HOA/commercial priority rules Should we ask customers for photos/videos? Questions you always ask new customers How should we handle your LeadLatch phone number? Best area code Second-choice area code Third-choice area code If those area codes are unavailable, what city/area should we match? Toll-free acceptable? Should this number receive texts too? During business hours, what phone should ring? After hours, what phone should ring? Missed-call text-back? Exact number approval preference Phone/SMS cost approval Do you currently text customers? How do customers currently agree to receive texts? Privacy policy page Terms/SMS terms page About how many texts per month? A2P status SMS compliance acknowledgement What is your website built with? How can LeadLatch get website access? Who manages your website? Contact page link Where should website chat/form capture appear? Where should it NOT appear? What should count as a new lead? When should we follow up with a lead? How often should we follow up? How should follow-ups happen? What tone should messages use? Where do you track quotes today? When should quotes be followed up? Google review link When should review requests be sent? Who should receive weekly summary emails? When should AI voice answer calls? How should the AI sound? What is AI allowed to do? What should AI never promise? What should happen for emergencies? What can AI say about pricing? What can AI say about availability? Call routing instructions Use phone number for AI voice? Where are old leads stored? About how many old leads? Do old leads have permission to be contacted? How should old leads be contacted? Who should never be contacted? What calendar/scheduling tool do you use? How long do appointments usually take? Should LeadLatch book directly or ask you first? Who should receive monthly reports? What would make this successful after 30 days? Average job value Where do leads come from today? Anything LeadLatch should avoid saying?

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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.