01
Process map
How a lead or request moves today, and where it stalls.
When this service helps
Make the next action obvious.
- Leads arrive by email, phone, and web form and end up in different places.
- Follow-ups depend on someone remembering.
- You bought a CRM and nobody uses it.
- You can't see what's in the pipeline without asking around.
- Your process has outgrown spreadsheets or off-the-shelf software.
Initial service
Follow-Up System Sprint
A scoped, paid engagement focused on improving one recurring process. Custom application development follows a separate project path.
02
One pipeline and intake form
A single place where new work lands.
03
Three to five automations
Reminders, assignments, and follow-up messages for the steps that get missed.
04
One dashboard
A view of what is open, stalled, and won.
05
Training and runbook
A recorded walkthrough and a short written guide for your team.
Software subscriptions are selected with you and billed to you directly by the provider. Try the fictional workflow demo to see the interaction model.
Separate project path
When the workflow needs its own product.
Custom web, Android, and Apple applications
For larger software projects, we scope discovery, interface design, development, testing, and implementation as a separate engagement. Custom apps are not included in the Workflow Automation Sprint.
Discuss a custom applicationOngoing support
Keep the system current.
After the sprint, monthly support can include adjustments, new automations, and reporting.
Boundaries
Operational support, stated clearly.
Recommendations are based on your existing systems and needs. NexaThreat does not claim platform partnerships or endorsements unless they are separately verified.
Inquiry
Discuss your follow-up system
Tell us where leads enter, what gets missed, and what your team needs to see next.
This inquiry starts a conversation. It does not commit you to a platform, subscription, or ongoing engagement.