01
Section
Problem
Foundation
Agencies need to know what the project is, what it costs, and when the prospect needs it.
Use Cases
Agency Leads
Qualify quote requests and project intake for agencies.
Agency leads usually need scope, budget, and timeline before the team can answer well.
At a glance
What EnterestOS keeps visible
Always visible
Tracked
Who responded
Tracked
What needs a reply
Tracked
What is waiting
Tracked
What is completed
Tracked
Which projects are active
Tracked
What changed recently
02
Section
Solution
Priority
EnterestOS turns the form into a submission that stays visible until the lead is qualified or completed.
03
Section
Before EnterestOS
Lifecycle
Quote requests drift in from email and chat, which makes it hard to prioritize real opportunities.
04
Section
After EnterestOS
Closure
The team can see scope, budget, and timeline in one project-scoped inbox.
05
Section
Workflow
Visibility
Keep the workflow simple.
Reply ↓ Waiting ↓ Done
06
Section
Steps to Set Up
Visibility
Use the existing agency page and wire the submit flow.
- Create a project for the agency site.
- Map the lead fields from the form or screenshot.
- Generate the integration prompt.
- Connect the submit handler.
- Submit one quote request and verify it lands in the inbox.
07
Section
Form Structure
Visibility
Most agency forms need enough context to qualify the lead quickly.
export function QuoteRequestForm() {
return (
<form>
<input name="name" />
<input name="email" />
<input name="company" />
<input name="budget" />
<textarea name="message" />
<button type="submit">Request a quote</button>
</form>
);
}08
Section
trackResponse() Call
Visibility
Track the lead after the form succeeds.
await enterestos.trackResponse({
type: 'agency_lead',
payload: { name, email, company, budget, message },
});09
Section
Best Practices
Visibility
Prioritize by budget and timeline, not by who shouted loudest.
- Keep the current design intact.
- Use Reply for active leads.
- Move qualified but pending leads to Waiting.
- Close only when the opportunity is complete.
010
Section
Result
Visibility
The agency can see who is serious, what they need, and how to follow up.
011
Section
Common Questions
Visibility
A small submission workflow is enough for most agency sites.
- Do I need a CRM? Not for V1 if you only need to track and reply.
- Can I keep my existing site? Yes, only add the tracking call.
- What if the lead is not ready? Keep it in Waiting until the next step is clear.