Q
Lead capture and routing
Capture website, email, social, or phone inquiries, structure the fields, score urgency, and assign an owner.
What the pilot automates
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.