Question 1

What is Lead OS?

Accepted Answer

Lead OS is a complete-solution launch system for B2B operators such as agencies, SaaS teams, lead-gen shops, consultants, founders, and franchise operators. Choose the outcome the client business bought, collect the intake details, and receive business-ready delivery hubs, downstream pages, embed code, routing, dashboards, reporting, finished outputs, and managed handoffs.

Question 2

How do I get started?

Accepted Answer

Start account setup, choose the plan capacity you need, then open Solutions. Pick what the client business bought and submit the intake form to launch the client-ready outputs.

Question 3

How do I capture my first lead?

Accepted Answer

After a B2B2C solution launches, share the capture URL or add the provided embed code to your site or your client's site. Visitors see the prepared form, quiz, calculator, or chat widget. On submit, the lead is scored, routed, and shown in the delivery hub.

Question 4

What does the dashboard show?

Accepted Answer

The dashboard summarizes lead operations: KPIs, pipeline status, experiments, billing signals, solution activity, and delivery performance.

Question 5

Can I add a new niche without coding?

Accepted Answer

Yes. Lead OS treats niches as configuration, not code. Industry templates shape scoring weights, assessment questions, lead magnets, nurture content, and funnel configurations.

Question 6

How does lead scoring work?

Accepted Answer

Lead OS scores every lead across intent, fit, engagement, and urgency. These combine into a single score that tells your team exactly who to call first.

Question 7

What do the temperature labels mean?

Accepted Answer

Cold means early-stage and needs nurturing. Warm means showing interest. Hot means high intent. Burning means ready to buy and should be routed immediately.

Question 8

How does lead routing work?

Accepted Answer

You define rules for who qualifies, where they go next, and what happens automatically. The system assigns leads, updates approved connected accounts, and starts the right follow-up sequence when live access is available.

Question 9

What happens with duplicate leads?

Accepted Answer

Lead OS detects duplicate submissions and merges them instead of creating new records, so your team does not call the same person twice.

Question 10

Can I export my leads?

Accepted Answer

Yes. Export leads from the dashboard or set up real-time sync to your CRM after account access is approved. You own your data and can export it anytime.

Question 11

What does a client business receive after the intake form is submitted?

Accepted Answer

They receive solution-specific delivery links, the delivery hub, operations and reporting surfaces, routing logic, finished outputs, provisioning runs, and acceptance checks. B2B2C solutions also include capture pages, embeds, booking, nurture, marketplace, or content surfaces for the client's downstream audience.

Question 12

How do I connect my CRM?

Accepted Answer

Go to Dashboard > Account Access and add the CRM or operations account connection you use. Sync behavior depends on which adapters are enabled for your deployment. Integrations stay in managed-handoff mode until live access is present.

Question 13

How do I set up email nurturing?

Accepted Answer

Approve your email account in Dashboard > Account Access. Lead OS includes nurture sequences that adapt messaging based on lead engagement and industry.

Question 14

What if I have not connected my accounts yet?

Accepted Answer

The solution still launches its built-in surfaces and finished outputs. External actions such as CRM sync, live sends, billing, and webhooks activate when you approve the required accounts.

Question 15

What plans are available?

Accepted Answer

Starter, Growth, Professional, and Enterprise plans control lead volume, operators, funnels, experiments, integrations, and solution capacity. See /pricing for the current catalog.

Question 16

How do I upgrade my plan?

Accepted Answer

Go to Dashboard > Billing and click Change Plan. Upgrades take effect immediately when billing is connected. Downgrades take effect at the next billing cycle.

Question 17

How do I view invoices?

Accepted Answer

Go to Dashboard > Billing to view invoices. Live invoice generation requires approved payment account access.

Question 18

Do you have developer documentation?

Accepted Answer

Yes. Start at /docs for API references, operator documents, runbooks, deployment detail, environment specs, architecture notes, and website-rendered repo docs.

Question 19

Can I use my own domain?

Accepted Answer

Yes. Configure your domain in Dashboard > Settings or through your deployment provider. Client businesses and their downstream audiences should see your brand and the solution URL you choose.

Question 20

How is my data protected?

Accepted Answer

Traffic uses TLS in production configurations, operator areas use authenticated sessions, and data access is parameterized in the app layer. Review your database, RLS, processor agreements, and threat model before promising compliance downstream.

Question 21

Is Lead OS GDPR compliant?

Accepted Answer

Lead OS includes capabilities for data export, data deletion, and consent management. Your compliance depends on your deployment, subprocessors, policies, and legal review.

Help Center

Getting Started

Lead Management

Solutions and Integrations

Billing

Setup and Security

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