Define the reply and the person responsible.
Collect inquiries from connected sources, prepare a reply in your voice and show the responsible person who needs a response. Agree consent and approval rules for each channel.
Workspace setup review · $49 a month · 14-day trial terms
Connect the tools you use. Give your follow-up a clear next step.
Bring one follow-up task and the tools you already use. Ryan will help define the connection, who approves messages and what happens next. Private workspace setup is still being validated, so start with that review before a trial or payment.
Your leads and messages belong to your business. Choose the access each connection needs.
Build around the way you work
Agree the scope before switching it on.
Bring your chosen lead sources into a clear workflow, prepare replies for review and name the person responsible. Agree schedules and sending permissions during setup.
Review who is waiting and what comes next.
A configured brief can bring open leads, due follow-ups and next actions together. Choose a cadence that fits your team and keep messages ready for review.
Use recorded outcomes and review the drafts.
Review leads by source and the outcomes your team records. Prepare posts and video scripts, then approve what goes out through a connected publishing channel.
Who it is for
Built for the owner who is also the sales team.
It is not for everyone, and the page should say so before you spend a trial finding out.
Owners who answer the phone themselves
Trades, home services, clinics, shops. You are the sales team and the crew, and the lead that came in while you were on a roof is the one you lose.
Businesses already using ChatGPT or Claude
You do not want a new dashboard. You want the assistant you already talk to every day to know who is waiting and what to say.
Teams with one person working inbound
Plan shared lead review and approved reply drafts. Verify the routing and connection before staff rely on them.
- Businesses that want an agency to run their ads and content for them. That is the agency lane, not the plugin.
- Anyone who needs texts sent to people who never agreed to be texted. The plugin will not do it.
- Teams that need a full CRM with pipelines, quotes, and invoices today. The plugin tracks leads and conversations; broader systems need a separate written scope.
Three workflows, shown
Examples of the workflow.
These made-up exchanges use a fictional plumber and invented details. They show the shape of a conversation after the workspace and the required connections are set up.
Illustrative morning-brief request
Run my morning brief
Three people are waiting. The newest came in twelve minutes ago from your website form. Two follow-ups are drafted for today. Say 'who first' and I will rank them.
Who first?
The website form lead: they asked for a quote and nobody has replied. Here is the number and a one-line reply you can send.
Illustrative exchange with invented details.
Illustrative draft and approved send
Text Dana back. We can look at the water heater today between two and four.
Draft: 'Hi Dana, this is Kirby Plumbing. We can be out today between 2 and 4 to look at the water heater. Want me to hold that?' Say send and it goes from your business line. Dana agreed to texts on your form.
Send it.
Sent from (903) 555 0100 at 9:14 AM. I logged it on Dana's record and set a reminder for tomorrow if she does not reply.
Illustrative exchange with invented details.
Illustrative content-drafting request
Draft this week's posts.
Three Facebook posts, one lead ad, and a thirty-second video script with a shot list you can shoot on your phone. They are in HQ under Content. Approve the ones you like and they publish to your Page.
Illustrative exchange with invented details.
The separate public tools API is for service discovery and business calculations. See its calculator catalog and connection instructions in the public API docs. All 86 free website tools remain available without a workspace.
The morning brief
Open your phone. Know who to call.
A short list of recorded lead activity can help your team decide who to call next. Choose the delivery schedule and destination during setup.
- Call-now rows, newest and coldest first, with the phone number right there
- Anything that slipped past your response target is flagged
- The week so far, so you can see a slow Tuesday coming
Kirby PlumbingTuesday, March 4 · Longview, TX
Call these three first
Dana WhitfieldWater heater leaking, wants somebody today
Marcus ElleryQuoted $1,850 on the slab leak, has not answered
Sheila OdomAsked what drain cleaning runs
Leads, last 7 days
4 follow-ups are drafted and waiting on your yes.
Illustrative brief for a fictional plumbing business.
Supported inbound sources
Keep the next action visible.
Choose the sources your business uses and check each handoff during setup, so the right person can find the inquiry and its conversation history.
- Your website form
- Text messages
- Meta lead ads
- Told to the assistant
- Zapier
Connection requirements
Check the workspace and the client first.
The LeadFlow Pro uses MCP connections. Client availability depends on your assistant account and admin permissions. Use these outlines as part of your setup review.
Paste this address
https://www.theleadflowpro.com/api/mcpChatGPT
- Open Settings, then Apps and Connectors (called Connectors in some versions), then Advanced settings, and turn on Developer mode.
- Back on Apps and Connectors, choose Create. Name it The LeadFlow Pro, paste the address into the MCP server URL box, choose OAuth for authentication, and save.
- You will be asked to sign in and approve. Sign in with the same email you use for HQ, then approve.
Needs: Check your current ChatGPT plan and workspace admin permissions for custom MCP connections. Menus and availability can change.
Claude, web and desktop
- Open Settings, then Connectors, then Add custom connector (it is at the bottom of the list).
- Name it The LeadFlow Pro, paste the address into the remote MCP server URL box, and choose Add.
- You will be asked to sign in and approve. Sign in with the same email you use for HQ, then approve.
Needs: Check your current Claude plan and organisation permissions for remote MCP connections. Menus and availability can change.
Claude Code
- In HQ, open Plugin, make a key, and copy it. It is shown once.
- Run: claude mcp add --transport http leadflow https://www.theleadflowpro.com/api/mcp --header "Authorization: Bearer YOUR_KEY"
Needs: Confirm client support and workspace access before creating an HQ API key.
Cursor
- In HQ, open Plugin, make a key, and copy it.
- Open Cursor Settings, then MCP, then Add new MCP server.
- Choose the HTTP type, paste the address, and add a header called Authorization with the value Bearer, a space, and your key.
Needs: Confirm client support and workspace access before creating an HQ API key.
Setup outlines and checks to perform after connection are in the plugin docs.
Your data
Your leads stay yours. Texts only go to people who agreed.
Choose the records each connection needs, who can access them and which actions need approval. Review those permissions during setup.
Your leads and messages belong to your business
Your leads and messages belong to your business. Choose who can access them in your workspace. If you cancel, contact LeadFlow to arrange an export. Self-serve export is planned.
Connection keys are encrypted
The key for your text line or Facebook Page is encrypted before it is stored and is never shown again after you paste it. API keys and sign-in tokens are stored only as hashes.
Texts go only to people who agreed
Sending requires a connected line and recorded permission. Confirm the applicable consent and opt-out handling during setup. A request to save a result or create a workspace is not marketing or texting permission.
The full data-handling notes, including how sign-in and keys work, are in the docs.
The LeadFlow Pro Plugin
$49per month
14 days free, then $49 a month. Cancel yourself, any time.
- A lead workspace with the inputs your business chooses
- Setup review for supported forms, messages and other inbound sources
- Reply drafts, with consent and approval checks before sending
- Lead alerts and response targets to configure for your team
- A follow-up ladder to review before scheduling or activation
- Morning briefs with a delivery schedule agreed during setup
- Scoreboards based on recorded activity and outcomes
- Content draft bundles, with approval before connected publishing
- Business calculators, with a separate public read-only catalog
- Every Pro Kit, normally $10 to $29 each, included while you subscribe
Published terms: no setup fee or contract; the card is not charged until the trial ends. Confirm workspace readiness and the billing flow before starting. Cancellation is through HQ, then Billing, and takes effect at the end of the period.
Already planning your setup? Create an account.
Straight answers.
What am I actually installing?
The LeadFlow Pro connects an assistant to your private business workspace through MCP. Start with a setup review before the trial or paid plan. Public read-only business tools use a separate connection.
Which platforms does it work in?
The setup outlines cover ChatGPT, Claude, Claude Code and Cursor. Availability depends on your account, client features and admin permissions. Ask about other clients, including Grok, during the setup review.
Do I have to learn new software?
You will need to complete and verify workspace setup, understand permissions and review the tasks you allow. HQ is the web workspace for inspecting records, settings and billing.
Do I need a text line for this to work?
A text workflow needs a supported connected line and recorded consent. An email workflow needs its own verified delivery path. Neither is automatically activated by creating an account.
Will it send things without asking me?
Sending is part of an agreed setup, not something signup switches on. Choose which actions need approval and which channels may send. Follow-ups and publishing need the appropriate permissions and connected services.
Where does my data live, and who can see it?
Your records belong in your business workspace. Access depends on membership and connection permissions. Review access, retention and export with LeadFlow before supplying customer records.
How do I cancel?
From your account: HQ, then Billing, then Manage billing opens the Stripe portal and you cancel there. It stops at the end of the period. No call, no form, no waiting. If anything gets in the way, one email to hello@theleadflowpro.com does it.
What happens after the 14 days?
It becomes $49 a month. Your card is not charged until the trial ends, and you can cancel before then and pay nothing.
Is this going to make me money?
Results depend on demand, your offer, delivery and human follow-through. Use the workflow to make the next action clear, then measure actual replies, bookings and sales.
Still deciding? Start with the free ChatGPT lesson, join the list for the next Longview workshop, or if you would rather have the follow-up and the content run for you, see the agency lane. The 86 calculators are free with no account, and every Pro Kit ($10 to $29, 8 of them) is a one-time payment if you would rather buy one outright.
Start with a clear scope
Plan one useful connection.
Bring your current tools and the follow-up task you want to improve. Start with a setup review. Published terms remain 14 days free, then $49 a month.