LumioForge does
- Document and configure the agreed response workflow
- Use approved messages, owners, stop rules and fallback paths
- Test the accepted send, reply, stop and exception behavior
- Expose what remains automated and what requires a person
Pilot and pricing
Test one bounded response workflow before paying monthly.
For a likely-fit company, LumioForge maps, configures and tests the agreed email-first response path before explicit go-live approval. Setup and the first live month cost $0.
One connected decision path
From fit review to an explicit continuation decision.
Timing depends on access, approvals and technical fit. No live date is promised before those requirements and the acceptance checks are confirmed.
- FitReview the narrow use caseSource, owner, reply path and scope
- Setup MapDocument the private onboarding planOnly after fit and implementation intent
- ConfigureUse approved access and rulesMessages, owners, stops and fallback
- TestExercise the agreed workflowSend, reply, stop, takeover and exception
- Go liveRequire explicit approvalThe first live month starts here
- DecideContinue only by written consentOtherwise paid service does not start
What $500/month includes
What continues after setup and the free live month.
This is the confirmed recurring scope at the current product boundary. It does not add an SLA, unlimited changes or universal integration maintenance.
Commercial terms
$0setup + first live month
$500/monthonly after explicit written consent and the applicable agreement
No automatic paid conversion. No hidden deposit. Cancel anytime under the approved service terms. If the buyer does not continue, paid service does not begin.
No lead, job, revenue, inspection, booking or response-time outcome is guaranteed.
The ongoing configured scope
- Operation of the agreed email-first response workflow
- Company-approved first response and follow-up progression
- Supported stop-on-reply, pause and human-takeover behavior
- Configured owner, backup and next-action rules
- Visible exceptions for the agreed connection and scope
It does not currently promise an SLA, unlimited support, continuous optimization, unlimited changes, integration maintenance or guaranteed response times.
Responsibility split
What your team still owns.
The workflow cannot safely replace authorization, company judgment or the human conversation after a homeowner replies.
Your team does
- Provide authorized access and accurate process details
- Approve business rules and homeowner-facing messages
- Handle human conversations, estimates and scheduling decisions
- Approve go-live, requested changes and paid continuation
Fit before implementation
When your CRM alone is the better choice.
Good fit signal
Likely fit
- You receive roofing estimate or inspection requests through an approved source.
- The follow-up workflow can have identifiable owners and stop rules.
- An authorized operator can approve access, messaging and testing.
- Email-first provides a useful baseline.
Not yet
Not yet a fit
- You need a full CRM, estimating or production system.
- No one can own process decisions or approve message content.
- Your required source cannot be authenticated or tested safely.
- The request depends on unlimited custom channels before review.
Pilot FAQ
The commercial terms in plain language.
Will I be charged after the free live month?
Not automatically. Continuing at $500/month requires explicit written consent and the applicable agreement.
Are integrations included?
The email-first approved source is the baseline. API, additional-source and alert connections remain conditional on technical review and written scope.
What happens if I do not continue?
Paid service does not begin. There is no automatic conversion from the free live month.
Can I cancel?
Yes. You can cancel anytime under the approved service terms.
A clear next step
Decide whether the email-first pilot fits the workflow.
The pilot-fit call does not begin onboarding, create a private Setup Map, authorize access, start the free live month or approve billing. Each decision remains separate.