Q
Lead capture and routing
Capture website, email, social, or phone inquiries, structure the fields, score urgency, and assign an owner.
5-minute lead flow
We start with the fastest revenue leak: new customer inquiries that arrive in one tool and get followed up too late or not at all.
F
Reply drafts and reminders
Draft the first reply, schedule follow-up reminders, and keep every customer-facing message behind approval.
C
Daily owner summary
Generate a daily list of who to contact, why now, what happened last, and what to say next.
Lead Pilot
A fast, low-risk way to stop losing leads before building a bigger automation system.
$800-$1,500Typical first pilot range, depending on integrations and access.Lead map
Sources, fields, owners, response rules, and what should never be sent automatically.
Working lead board
A CRM, Sheets, or Airtable board for daily follow-up and exception handling.
AI reply layer
Lead summaries, priority tags, first-reply drafts, and next-action recommendations.
Handoff and scripts
Short documentation, response templates, and a walkthrough so your team can run it.
Losing leads after they arrive?
Send one lead source, the tools involved, and where follow-up breaks. We will suggest a 7-day pilot that keeps customer messages under human approval.