Solist / S2 Workflow Checkup
Keep good leads moving with a follow-up workflow you can trust.
The S2 Workflow Checkup is taking shape as a self-guided way to spot gaps in lead follow-up and build a practical action plan, with useful templates and clear next steps.
Self-service first. Optional paid one-on-one help; implementation scoped separately.
The Solist promise
Plain language and practical next steps.
Useful templates for real workflows.
Start on your own; add human help if you want it.
Planned experience
A clearer follow-up, one step at a time.
The S2 Workflow Checkup is being designed for local businesses that want to see where new leads lose momentum and decide what should happen next.
A useful plan for lead follow-up
Map the first response, next step, ownership, and when to check in again. Get practical guidance you can put to work at your own pace.
See where leads go quiet
Review how inquiries are acknowledged, tracked, and followed up today.
Get a practical action plan
Turn the gaps into clear next steps, a useful template, and step-by-step guidance.
Review it together, if you choose
A teammate comparison or shared review is part of the planned experience. Built-in invitations and shared results are not available yet.
S2 Workflow Checkup
A practical checkup for every new lead.
The lead-follow-up assessment and tailored action plan are in development. Try the simple workflow planner here to preview the kind of practical steps and template Solist aims to offer.
This basic worksheet planner is available now. The S2 lead-follow-up checkup and its tailored plan are still being developed.
Optional human help
Self-service first. One-on-one help if you want it.
The checkup is designed to be useful on your own, with practical guidance and templates. One-on-one help is an optional paid upgrade. Any implementation work is scoped separately.
Real progress. Brighter days.