Cafecito · Inquiry to kickoff

Stop chasing the next step.
Get the next job ready to start.

For service businesses with inquiries to answer, proposals to follow up and new clients to get ready. Cafecito manages that sequence in one shared record, with a named person responsible for each handoff.

Try a complete example → Talk about your first workflow →

One recurring job, from first request to kickoff.

  1. Review the inquiry. Capture the original request and check whether it fits your approved services and service area.
  2. Get the missing details. Prepare the specific questions needed before anyone quotes a price.
  3. Prepare a checked proposal. Use your approved catalog, calculate the price and put the exact scope in front of your reviewer.
  4. Keep the decision moving. Record delivery and replies, prepare due follow-ups, and stop when the customer replies or declines.
  5. Start the agreed work. Carry the accepted scope into a saved onboarding checklist with owners and kickoff requirements.

What Cafecito takes responsibility for

Setting up the workflow, preparing the work for review, keeping the exception list current and checking that each agreed handoff has evidence. We agree the operator, reviewer, support hours and response targets before starting.

Your reviewer keeps control of pricing, scope and customer commitments. Delivery through your accounts is performed by the person named in the scope.

What your team receives

  • A record of every inquiry, source, proposal version and decision.
  • A daily working list of missing details, approvals and overdue follow-ups.
  • A linked onboarding case after recorded acceptance.
  • A weekly review of completed handoffs, open exceptions and actual time spent.
  • Downloadable work products and a handoff your team can keep.

Start with a supervised pilot.

The saved workflow and onboarding handoff work today. An operator supplies inquiries and delivery evidence. A supervised AI work packet can be used in your existing chat tool; suggestions are checked against the source before they enter the workflow.

Automatic mailbox intake, model calls and message delivery are separate connections that still require implementation and live verification for this sales workflow. We do not sell it as an unattended sales agent.

Pricing: quoted after a workflow review. We agree one business, one approved service catalog, inquiry volume, human review, support and the exact delivery steps. The $750 standalone task pilot does not price this connected service.

Bring one inquiry. Leave with a defined scope.

We need an authorized sample inquiry, your services and prices, who approves proposals, where messages are handled and what must be ready before kickoff. Unknown requirements become questions, not assumptions.

For the first cycle, measure time to a reviewed proposal, inquiries waiting on someone, accepted proposals with evidence, time to kickoff and operator effort. A proposal acceptance is not a payment or verified revenue.

Discuss the supervised pilot →