Local-service teams can see ad clicks, form fills, pipeline, invoices, and payments in different systems without knowing which campaigns produced profitable customers or which commercial action is now at risk. Lead attribution is frequently lost before cash is collected.
MAX-PRO portfolio
Revenue operations for local services
MAX-AI Lead-to-Cash OS
Show high-ticket local-service owners which demand creates profitable work and which accountable action deserves attention next.
Best forHigh-ticket local-service owners, sales teams, and supporting agencies
Workflow stageRevenue operations for local services
DeliversSource-to-cash attribution · Prioritized commercial action queue
Current maturityDemo
The job to be done
Why this product exists.
MAX-AI Lead-to-Cash OS preserves one commercial thread from campaign and consent through qualification, deal ownership, quote, invoice, payment, cost context, and estimated gross profit. It ranks attention using visible signals while keeping sensitive execution attributable to an authorized person.
How it works
One controlled path through the handoff.
- 01
Capture and qualify
Preserve source and consent, collect commercial context, score deterministically, and surface the next accountable action.
- 02
Convert with margin context
Track the deal owner, value, deadline, quote, customer price, internal cost, approval state, and exceptions in one thread.
- 03
Invoice, collect, and learn
Connect approved invoices and verified payment events to campaign return, pipeline risk, collected cash, and estimated gross profit.
Concrete example
What the workflow looks like in practice.
A senior-relocation business receives leads from several campaigns. The owner sees which source produced qualified consultations, quoted jobs, collected deposits, and profitable completed work; the system then prioritizes a hot lead, a viewed quote, and an overdue invoice without autonomously sending outreach or changing ad spend.
Inputs and outputs
What goes in. What comes out.
Inputs and context
- Campaign source, spend, consent, and lead context
- Lead qualification, deal owner, value, stage, and deadline
- Quote price, internal cost, approvals, and exceptions
- Invoice, payment-event, expense, and job-economics data
Resulting record
- Source-to-cash attribution
- Prioritized commercial action queue
- Connected deal, quote, invoice, and payment record
- Pipeline, collection, and margin-risk visibility
- Estimated profit return by campaign
- Approval-aware audit trail
Where it fits
Distinct role. Clear handoff.
Lead-to-Cash OS joins marketing, sales, quoting, collection, and estimated job economics around owner decisions. It is narrower than a general CRM or accounting suite and deliberately avoids giving black-box automation authority over spend, outreach, pricing, payments, or financial truth.
Current boundaries
What this product is not.
These limits are part of the product decision. They are shown before the launch link so the current scope is clear.
- The public deployment is a controlled product demonstration; provider-backed paths depend on a correctly configured workspace and verified integrations.
- It does not autonomously launch live ads, increase budgets, or send bulk customer outreach.
- It does not replace final accounting, tax review, a bookkeeper, or an accounting system of record.
- Recommendations explain the signal and risk; pricing, outreach, invoice, payment, and financial decisions remain accountable to authorized people.
Ready to evaluate it?
Explore the demo or discuss the workflow.
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