Cortado managed workflows
Lead Qualification
Apply explicit fit rules and pass eligible leads into an owned follow-up process.
Managed delivery · fixed recipe v1What you receive
- Trigger
- An authorized lead and customer-approved fit rules are ready.
- Inputs we need
- Stable lead reference, reviewed source/rule quotes, allowed values, source-backed facts and suppression check evidence.
- Delivered work
- Rule-by-rule qualified, unknown, disqualified or suppressed decision; reviewer approval, one linked follow-up and outcome evidence.
- Measurement
- Leads reviewed → explained fit decisions → eligible follow-ups → recorded responses and next reviews.
- Outside this scope
- No inferred demographics, credit decisions, purchased lists, CRM ingestion, automatic sending or booking. Source and suppression checks are operator-confirmed.
Proposed pilot: $750 / 30 days / up to 25 cases. Named operator and reviewer required before service starts. Meeting Actions and Client Onboarding create tasks inside Cortado; follow-up messages are delivered by your operator through the approved channel.
Request this pilot Open operator workflow
Prepare your setup brief
Five fields. No open-ended “tell us what to build.” Download the result and bring it to your kickoff. Nothing is submitted or emailed from this form.