Source map
Identify where demand is coming from, which channels need a human touch, and which ones need a cleaner capture path.
Front-end sales
Customer acquisition systems
Build a cleaner path from first signal to booked work, with lead generation, outbound, qualification, follow-up, and handoff in one operating loop.
Field visual
Customer acquisition operating picture
DoorPhoneReferralFormBooked work
doorway intaketablet bookinghuman front end
source flowDoor
System mapLead source to booked work
01Source
02Outbound
03Qualify
04Book
05Handoff
Every step has an owner, a next action, and a place where the field team can see what happened.
How it works
The front end should not depend on memory alone.
Most acquisition problems are not just traffic problems. They are handoff problems, follow-up problems, and unclear next-step problems.
Vertex maps the actual sales motion first, then builds the lightest system that keeps new opportunities moving without flattening the operator's voice.
Lead source mapOutbound sequenceBooking logicFollow-up owner
Outbound rhythm
Create simple scripts, sequences, and ownership rules for door, phone, text, referral, and form-led motion.
Booked-work handoff
Make the handoff from interest to scheduled work obvious enough that the next operator never has to guess.