AI Terms for SMBs
Six words you keep hearing. Click each one to see what it actually means for an SMB owner.
Lead In
Lead Comes In
Qualified
Lead Gets Qualified
Scheduled
Job Gets Scheduled
Job Done
Job Gets Done
Invoice
Invoice Goes Out
Review
Review Requested
Lead In
Qualified
Scheduled
Job Done
Invoice
Review
Lead In
Qualified
Scheduled
Job Done
Invoice
Review
Workflow
A structured, repeatable sequence of steps that moves a task from start to finish. It breaks a larger goal into clear actions and shows how work moves between people and systems.
Every arrow on this diagram is a handoff. The workflow is the chain of them, and the handoffs are where things fall through.