ServicesLead generation
Lead generation & management

Every lead, tracked.
Nothing falls through.

A real lead pipeline — not a Gmail inbox you forget to check. Every form submission lands in a private dashboard instantly, with email alerts and status tracking from first contact to closed job.

fromIncluded in Rank
Live in 7 days
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Overview

A missed lead is a job that went to your competitor

Most trade businesses lose leads not because the website doesn't generate them, but because there's no system tracking what happens after the form gets submitted. It sits in an inbox, gets forgotten, and the homeowner calls someone who answers.

We build your lead pipeline on Supabase — a production-grade database, not a spreadsheet — with row-level security so your data is locked down by default. Every quote request triggers an instant email via Resend, gets logged with a status (new, contacted, quoted, closed won, closed lost), and shows up in real time in your private admin dashboard.

You always know exactly how many leads came in this week, what stage each one is at, and where the next follow-up needs to happen.

Scope of work

What we build into your pipeline

Supabase lead database

Secure PostgreSQL database with row-level security — your data, locked down, accessible only to you.

Instant email notifications

Resend-powered alerts the moment a form is submitted, so you never miss a live lead.

Private admin dashboard

Real-time lead table with filtering by status, source, and date — accessible only with your login.

Status pipeline

Track every lead from new → contacted → quoted → closed won/lost, so nothing sits unworked.

Source tracking

Know exactly which channel — Google, referral, Facebook — generated each lead, with UTM capture.

CSV export

Pull your lead data anytime for reporting, accounting, or import into other tools.

Process

How it works

1
Database setupDays 1–2

Lead schema, RLS policies, and status pipeline configured in Supabase.

2
Form + notification wiringDays 3–4

Quote forms connected to the database, with instant Resend email alerts to you.

3
Dashboard buildDays 5–6

Private admin login and real-time lead table delivered and tested.

4
Go liveDay 7

Pipeline goes live alongside your website launch — every lead captured from day one.

What's included

Clear scope, no surprises

Included
  • Supabase database with RLS security
  • Real-time admin dashboard access
  • Instant email lead notifications
  • Full lead status pipeline
  • Source + UTM tracking
  • CSV export of all lead data
Not included
  • CRM integrations outside our stack (Salesforce, HubSpot, etc.)
  • SMS lead notifications (available as part of Review Management add-on)
  • Automated lead scoring or AI qualification
  • Phone call tracking / recording
  • Data migration from a previous CRM or spreadsheet
FAQ

Common questions

In a Supabase PostgreSQL database with row-level security — anon submissions can only insert, only your authenticated login can read or edit.
Fine print

The details that matter

  • Lead pipeline and dashboard access are included in Rank and Dominate plans only.
  • Dashboard login credentials are issued to one primary admin account per business by default.
  • We are not liable for leads lost due to incorrect contact information submitted by the customer.
  • Data export requests are fulfilled within 5 business days of a cancellation request.
404TRADEOS

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