See Preframe in motion, end to end.

A short, guided walkthrough of the buying flow — Smartform, Calendar, Follow-up, Routing, and ROI in one story.

From first click to booked, qualified, and followed up.

Step 1

Visitor answers the Smartform

Guided intake replaces the contact form. Every answer becomes enriched context — service, scope, intent, and fit — delivered to your team before the first call.

Question 1 of 520%
What kind of roofing project is it?
Roof replacement
Roof repair
Roof restoration
Insurance claim
Continue
Step 2

Buyer self-books after pre-qualification

Enriched with budget, credit signal, and property data, only qualified buyers reach the calendar — and your team gets the full context the moment a slot is booked.

Appointment booked
Fit 92
Thursday · 10:30 AM
Michael Harris · Roof replacement
Budget$15k–$25k
Credit score740 · Excellent
Property value$420k · built 1998
Roof area2,180 sq ft
Qualified buyer · synced to CRM
Step 3

AI handles follow-up & confirmation

Automatic SMS and email nudges confirm the appointment, recover no-shows, and re-engage cold buyers — every conversation picks up from what the buyer already told you.

AI follow-up · SMS00:04
Hi Michael — confirming your roof replacement consult Thursday at 10:30 AM.
We've got your 2,180 sq ft estimate ready. Reply Y to confirm.
Y
You're confirmed. Calendar invite + prep checklist on the way.
SMS · Email · Calendar invite sent

A clearer first step for every buyer.

01 · Buyer Intake

Guided questions, not static forms.

The right questions, based on what the buyer needs.

Question 2 of 540%
What service do you need help with?
02 · Buyer Record

A clean profile your team can act on.

Urgency, budget, fit — organized automatically.

MH
Michael Harris
Ref · PF-26-0421
Fit · 92
Roof replacement
1–2 months
$15–25k
Michigan, US
Meta Ads · returning visitor — wants a quote this week
03 · Next Step Automation

Follow-up, booking, and CRM — handled.

Respond, route, book, and sync your stack — automatically.

Auto-replysent · 4s
Hi Michael — we received your request. Here are two times for a quick quote review.
Quote review · Thu 10:30
Routed to: Sales Team
CRM sync · pipeline updated
HubSpot

Ready for a live walkthrough?

Preframe gives every buyer a clearer path and every team a better starting point — before the first sales conversation.