Kitchen Remodel Lead Intake → Offer → Project CRM

A workflow and wireframe for converting inspiration-led homeowner demand into structured GC opportunities, draft offers, customer-facing updates, and full project tracking inside Sprava CRM.

Actors & Systems

Homeowner / potential customer
General contractor
Sprava CRM / automation
Decision or branching point

Customer-Facing Wireframe

1. Inspiration discovery

Homeowner saves Pinterest kitchen remodel examples: cabinetry, countertops, layout, lighting, color palette, appliances.

2. GC discovery

Facebook Group
“Looking for a reliable GC for a kitchen remodel with a reasonable budget.”
Neighbor recommends GC A: reliable, clean job, good communication.
Another homeowner shares photos + referral.

Trust is built through local recommendations before the formal intake begins.

3. Messaging handoff

Hi, I’m planning a kitchen remodel. Are you available?
Yes. Please call me or start with the intake so I understand scope, style, budget, and timing.
Call GC
Start Intake

Core conversion moment: direct call or structured intake at https://sprava.ai/intake

4. Customer portal

Draft Offer
Kitchen remodel estimate ready for review.
Project Tracker
Scope, materials, change orders, schedule, updates.
Communication
Calls and SMS captured against the project record.

Customer receives a clear view into the project after the GC approves the offer and project workspace.

End-to-End Workflow

Customer

Finds inspiration

Saves Pinterest examples and forms a visual preference set.

Customer

Seeks local GC

Asks Facebook groups for a reliable GC with acceptable budget fit.

Customer + GC

Starts messaging

Back-and-forth conversation begins through social, SMS, or phone.

Branch

Recommended next step

GC or system suggests: call directly and then fill intake, or fill intake immediately.

Sprava Intake

Structured form

Customer submits https://sprava.ai/intake with needs, budget, timeline, scope, social links, and inspiration links.

CRM

Create lead + project record

All intake data is saved to CRM, associated with customer, GC, source, and remodel category.

CRM Analysis

Analyze shared footprint

CRM reviews submitted social/inspiration links to infer style, materials, preferences, constraints, and project intent.

GC Notification

Notify contractor

GC receives intake summary, customer contact, inspiration footprint, and next action prompt.

Automation

Calculate draft offer

First offer is generated from scope, needs, preferences, and budget assumptions.

GC Review

Edit or approve offer

GC adjusts pricing, scope, exclusions, timeline, and materials before sending.

Customer

Receives offer link

Customer receives email or SMS with offer link and can continue conversation.

Ongoing

Calls + SMS continue

Conversations are captured against the customer and project.

CRM

Estimate history

Offers, revisions, materials, selections, changes, and estimates remain centralized.

Project Ops

Track execution

Materials, updates, milestones, schedule, and documents are maintained in CRM.

Customer View

Progress portal

Customer sees project status, updates, selected materials, estimates, and next steps.

Swimlane Workflow

Homeowner
InspirationSaves Pinterest examples.
Local trustAsks Facebook groups for GC recommendations.
ContactMessages GC back and forth.
IntakeCalls first or submits Sprava intake.
Customer viewTracks offer and project progress.
GC
Referral leadReceives inquiry from social channel.
PromptSuggests call and/or intake form.
NotificationGets CRM alert with intake details.
ReviewEdits/approves calculated draft offer.
ManageUses CRM to manage estimates, updates, materials, and communication.
Sprava CRM
CaptureStores intake, social links, inspiration links, and contact details.
AnalyzeBuilds preference footprint from what customer chooses to share.
DraftCalculates first offer based on scope and needs.
SendEnables GC to email/SMS offer link.
TrackMaintains complete project system of record.

Key Product Requirements Captured

Lead conversion

  • Prompt customer to call GC or submit intake immediately.
  • Make intake link easy to share from SMS, email, social DM, or GC profile.
  • Preserve original source: Pinterest, Facebook group, referral, direct message.

CRM intelligence

  • Save all intake answers to CRM.
  • Analyze optional shared social and inspiration links.
  • Generate draft offer using project scope, preferences, needs, and budget.

Project continuity

  • GC reviews before anything is sent to customer.
  • Email/SMS offer link starts post-intake conversion.
  • All calls, SMS, estimates, materials, and updates remain attached to the project.