LS MarketFlow — How It All Works

This is your complete reference for understanding every tool in the platform — what it does, how to use it, and how it connects to everything else. Read this to confidently explain the system to anyone.

Big picture: The system is a full sales CRM + outreach platform built around one goal — turn strangers into paying clients. It captures leads from the web, qualifies them with demos, tracks them through a pipeline, and uses AI to find the best opportunities to reach out.

The Master Flow — How Everything Connects

Someone finds the siteFills out a form (demo / audit / contact)Becomes a Lead in the databaseAdmin reviews in Pipeline / Leads boardDemo Prospect created → shareable demo link sentProspect watches demo → engagement trackedFollow up with outreach templateClient converts → move to Closed Won
Client signs onThey submit weekly call logs via Prospect LogAdmin imports into DailyMetricsWeekly Report generated by AIInsights surfaced in dashboard
Trend Intelligence runs weeklyAI finds patterns in customer interactionsOpportunities pushed to Lead PipelineMarketing copy saved to Outreach Templates

Every public-facing page is a lead capture point. When someone fills out a form, a Lead record is automatically created in the database with their contact info, industry, and what they're interested in.

Home Page

/Home

What it does: The main marketing page. It explains what LS MarketFlow does and routes visitors to the right conversion point (demo, audit, or contact).

How to use it: You don't manage this page — it just works. It links out to Book Demo, Growth Audit, and the offer pages.

Connects to:Book DemoGrowth AuditRestaurant OfferAuto Repair Offer

Book Demo

/BookDemo

What it does: A form where a prospect requests a live demo. Creates a Lead with source = 'demo_request'.

How to use it: Send this link to anyone who wants to see the platform. Their submission lands in Admin Leads automatically.

Connects to:Admin LeadsAdmin Pipeline

Growth Audit

/GrowthAudit

What it does: A 5-question quiz that scores a business's missed opportunity gaps (missed calls, no online booking, no reviews, etc.). Creates both a Lead AND a GrowthAudit record.

How to use it: Great cold outreach tool — share the link, they get an instant score, you get their contact info and their biggest weaknesses.

Connects to:Admin LeadsAdmin Audits

Restaurant Offer / Auto Repair Offer

/RestaurantOffer · /AutoRepairOffer

What it does: Industry-specific landing pages that explain the product with tailored pain points, ROI numbers, and a contact form.

How to use it: Use these when pitching a restaurant or auto shop. The contact form creates a Lead.

Connects to:Admin Leads

Quick Cheat Sheet — What to Do Each Week

Monday

Check Monday Trend Digest email → Review Admin Leads for new submissions → Import any Prospect Logs

Mid-week

Run Trend Intelligence analysis on this week's customer interactions → Use Action Bar to push copy to Outreach Templates

Ongoing

Use Auto Lookup to find new prospects → Create Demo Prospects → Send demo links with Outreach Templates

Weekly

Generate weekly reports for active clients → Check Velocity Tracker for recurring keyword patterns

Monthly

Run Meta Analysis on last 4 trend reports → Review SEO page performance → Update demo configs if needed