Capture the opportunity.
Connect website inquiries, forms and campaign responses to a customer record and a clear next step.
OG JobSite · by Open Gate AI
Give every customer conversation a clear next step.
The customer growth platform within Open Gate AI. Connect lead capture, CRM, conversations, appointments and follow-up with the people doing the work.
Illustrative workflow
See the handoff.
Keep the context.
Choose an example to explore. These scenarios use fictional sample data and are not a live account.
OG JobSite / connected workExample workflow
Small business
A service request with someone responsible for it.
A homeowner asks for help. The office keeps the request, customer preference and next step together.
Alex Morgan · fictional homeowner
- 01Inquiry
Kitchen tap repair
Alex describes a dripping tap and asks about availability.
- Request source
- Website inquiry
- 02Assigned owner
Jordan takes ownership
The service coordinator reviews the request and the customer’s preferred contact method.
- Responsible role
- Service coordinator
- 03Confirmed next action
Callback window agreed
Alex and Jordan agree to discuss the repair and possible service times.
- Agreed next step
- Tuesday · 10:00–10:30 callback
- 04Follow-up
Next reminder reviewed
Jordan checks whether the callback happened before deciding what follow-up is useful.
- Review question
- Was the customer reached?
The connection that matters
The customer’s callback preference stays with the request as it moves from the website to the office.
Where people stay in control
A person checks the service area and availability before agreeing to a callback.
Enterprise business unit
A business request that keeps its context.
An operations team explores a better onboarding workflow. Its sponsor, questions and next decision stay connected.
Riley Chen · fictional operations lead
- 01Inquiry
Connect regional onboarding
Riley asks how to bring a three-location onboarding process into one workflow.
- Request source
- Business inquiry form
- 02Assigned owner
Casey coordinates the scope
A solutions lead gathers the sponsor’s goals and identifies the people who own the existing systems.
- Responsible role
- Solutions lead
- 03Confirmed next action
Discovery agenda agreed
The team confirms which workflow, systems and decision makers to cover in its first session.
- Agreed next step
- Workflow discovery session
- 04Follow-up
Scope review assigned
Casey records open questions and assigns the next review before a proposal is prepared.
- Review question
- Are the dependencies clear?
The connection that matters
The original goal and the accountable owner stay visible while the right stakeholders join the conversation.
Where people stay in control
The sponsor and technical owners agree on scope and access before implementation.
Business growth · any team size
A campaign response with a useful continuation.
An interested buyer asks a specific question. The next conversation builds on what brought them in.
Taylor Brooks · fictional facilities manager
- 01Inquiry
Planning guide inquiry
Taylor responds to a facilities-planning campaign and asks about service coordination.
- Request source
- Campaign landing page
- 02Assigned owner
Devon reviews the context
The account lead sees the campaign topic and the question Taylor submitted.
- Responsible role
- Account lead
- 03Confirmed next action
Consultation topic confirmed
Taylor and Devon agree to focus the conversation on coordinating service across locations.
- Agreed next step
- Service-planning conversation
- 04Follow-up
Relevant guide selected
Devon chooses the useful resource to review with Taylor and records the next decision.
- Review question
- What does the buyer need next?
The connection that matters
The campaign topic travels with the inquiry, so the account lead can start with the buyer’s actual interest.
Where people stay in control
The owner checks the request and communication preferences before any follow-up.
A planning example, not a product screen. Your workflow, integrations and follow-up rules are scoped with your team.
A connected customer journey
From first interest to the next visit.
Choose the capabilities your business needs, then configure the details around your team, channels and customer experience. Availability and usage are defined in your plan.
Keep the conversation together.
Give the team useful context so customers do not have to start over at every handoff.
Make appointments easier.
Shape booking, confirmations and follow-up around your availability and the service you deliver.
See what needs attention.
Use pipeline stages, ownership and next actions to make follow-up visible.
Build on the relationship.
Scope review requests, customer communication and re-engagement around appropriate permissions and timing.
Connect the wider operation.
Assess integrations and custom extensions when your process needs more than the platform provides out of the box.
More than the login
The setup matters as much as the software.
A pipeline needs real owners. A booking flow needs the right availability. An automated response needs a sensible handoff.
We work through your current process before configuring the platform. Implementation can include data mapping, stages, channel setup, forms, training and agreed checks for the customer journey.
See our implementation approachBefore a workflow goes live
- Define who owns each inquiry and exception.
- Verify the form, conversation or booking reaches its destination.
- Check permissions, message preferences and stop conditions.
- Test cancellations, duplicates and unsuccessful handoffs.
- Agree on reporting, support and ongoing improvements.
One company behind the journey
Add the help around the platform.
Growth & marketing
Connect your website, content and campaigns to a response process your team can manage.
Explore customer growthCustom software & integrations
Assess the missing connections between customer engagement and the rest of your operation.
Explore custom softwareOngoing support
Set a clear scope for maintaining the setup, helping your team and improving the workflow.
Explore supportCommon questions
Find the right fit before you commit.
Is OG JobSite a separate company?
No. OG JobSite is a platform within Open Gate AI. You can combine it with custom development, marketing and support through the same business.
Will it replace our field-service, practice or enterprise software?
That depends on your workflow. We first assess the systems you already use. A customer-engagement layer or integration may be more appropriate than replacing a specialist application.
Is marketing or custom development included automatically?
Platform access, implementation, managed services, usage and custom development are separate scope decisions. Your written proposal explains the combination and its costs.
Can we use our existing CRM instead?
Yes. We can assess a solution around your existing tools. OG JobSite is an option within our approach, not a requirement for every project.
Let’s build the next chapter
What should happen after your next inquiry?
Let’s map a customer journey your team can confidently run.