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AI Automation
From manual lead handling to an automated booking pipeline
2024
2 to 3 weeks
Built an automated lead handling system that captured inquiries, qualified leads, triggered follow-up, and updated the CRM, helping the client respond faster and reduce manual workload.
Project Overview
A service business was generating inbound leads through its website and marketing channels, but the process after form submission was too manual. Leads were being reviewed late, follow-up was inconsistent, and valuable opportunities were being lost due to slow response times. We built an automated lead handling system that captured inquiries instantly, qualified them, triggered follow-up, updated the CRM, and alerted the team when high-intent leads came in.
The Challenge
The business had demand coming in, but the backend process was weak. Main issues: leads were not being followed up fast enough; qualification depended on manual review; the team was spending too much time on admin; CRM updates were inconsistent; some leads were delayed or missed completely. This created a leakage between inquiry and booking.
Our Solution
We replaced the manual process with an automated workflow designed to handle the full front-end lead journey. What we built: instant lead capture from inbound channels; automated qualification based on lead data and intent; follow-up flows through email and SMS; automatic CRM updates and lead tagging; alerts for high-priority leads; cleaner tracking from inquiry to booked call.
Key Features
Instant lead capture from inbound channels
Automated qualification based on lead data and intent
Follow-up flows through email and SMS
Automatic CRM updates and lead tagging
Alerts for high-priority leads
Cleaner tracking from inquiry to booked call
Project Details
- Year
- 2024
- Duration
- 2 to 3 weeks
- Category
- AI Automation
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