Bring in the context.
A record combines the business details, public notes, and a relevant example. The reviewer can inspect the basis for a follow-up.
Working build · reviewed September 9, 2026
A safer way to review leads, drafts, and follow-up.
This is a Digital Refraction workflow for reviewing small-business leads, useful examples, and follow-up drafts carefully.
Built for Digital Refraction’s own lead review. This is not a client result or an automatic sending service.
A little less
on your plate.
on your plate.
A clearer way to workConcept
From input to next step.
Bring in the context.
Review the proposed next step.
Approve deliberately.
Example workflow
One review queue.Careful approval.Clear proof.Mobile review.
THE WORK BEHIND THE IDEA
What this demonstrates
A review system for careful small-business follow-up.
The workflow shows how messy sales work can become a clearer queue with human approval built in.
A USEFUL FIRST PIECE
Lead list organization
The system keeps leads, priority, public notes, and review state in one working view.
Talk through this with us ↗How the workflow works
Find the gap, prepare the example, review before sending.
The system is designed to support better judgment, not replace it.
Review the proposed next step.
The draft stays attached to its context and review status. Missing details and unsupported claims need attention before approval.
Approve deliberately.
A person checks the recipient and exact message. Preparing a draft does not authorize sending it.
Why it matters
A pattern small businesses can use too.
This is a model for organizing leads, quote requests, drafts, customer notes, and approvals.
What exists
A built lead review dashboard organizes records, notes, example links, draft checks, and approval status.
What is not demonstrated
This page does not demonstrate automatic incoming-request capture, end-to-end message delivery, or increased sales. An adaptation for customer enquiries would need its own connections and testing.
A useful pattern
The input-to-review-to-decision path can inform a quote or request queue without pretending this is already a deployed local-trades system.
From scattered lead notes to a review queue with control.
Sales follow-up is hard to review safely.
- Lead notes are scattered
- Drafts are hard to compare
- Approval status is easy to miss
- Useful examples are disconnected from the follow-up
The next action is clearer and better controlled.
- The queue is easier to review
- Drafts carry context and approval status
- Blocked items are visible
- The owner can move carefully instead of rushing
A clear first project, without the guesswork.
You do not need a polished brief. These are the details we work through before a build begins.
Who is this for?
LocalCare helps established owner-operated businesses implement AI and workflow automation. Custom projects start at $5,000 CAD; one recurring workflow is a useful starting scope.
Who will I work with?
Your proposal will name the person responsible for delivery and your day-to-day contact. We agree who needs to review decisions before work starts.
Can you improve what we already have?
Yes. Start with the existing website, spreadsheet, or app. A configuration change or an off-the-shelf tool may be enough; custom software is useful when the missing workflow justifies it.
What does a small first project include?
One defined problem, agreed deliverables, review points, and a handoff. The proposal separates included work from additions such as more pages, integrations, data cleanup, or ongoing content changes.
What determines the fee and timeline?
Workflow complexity, integrations, data readiness, testing, and team review determine the price and schedule. We agree both before implementation; subscriptions, usage, and ongoing maintenance are identified separately.
What costs extra?
Hosting, domains, paid tools, email services, and AI usage can have recurring charges. The proposal identifies which are needed, who pays for them, and whether support or future changes are separate.
What about ownership and leaving later?
Before starting, we document account ownership, access, the rights to content and custom code, third-party licences, and available data exports. The handoff should make clear what you can keep, move, or maintain elsewhere.
What happens after launch?
The agreed support plan sets out its duration, included fixes, contact method, response hours, and how extra work is priced. Launch support is not an unlimited maintenance subscription.
What will you need from us?
A person who can make decisions, examples of the current work, approved content, and access through an appropriate account invitation. We agree review dates and dependencies before setting the launch date.
Use the pattern
Bring us the queue that is hard to manage.
We can help turn a messy lead, request, or approval process into something easier to review.
Prefer email? Say hello ↗