When new enquiries arrive through email or forms, a small agency can lose opportunities before anyone deliberately says no. Messages sit in a shared inbox, urgent requests look like ordinary ones, and the next step depends on somebody remembering to assign it.
I am offering a fixed-scope lead-follow-up automation pilot for owner-led agencies and service businesses.
The pilot turns each approved enquiry into a review queue containing:
- the source message and contact details;
- intent and priority;
- the evidence behind the recommendation;
- missing-field or exception flags;
- a draft response; and
- an owner and proposed next step.
Nothing is sent automatically. A named person reviews every proposed action before a customer reply or CRM change.
Working demonstrator evidence:
- six synthetic enquiries processed;
- two pricing requests flagged high priority;
- one spam message routed low priority;
- one missing-contact case retained for review;
- all six records routed to a person; and
- zero messages sent automatically.
Three automated tests currently pass: end-to-end output, missing-field handling, and high-priority pricing-request handling. This is demonstrator evidence, not a client result or a claim of sales lift.
The founding pilot includes one lead-follow-up workflow, up to two connected tools plus one AI step, ten acceptance tests, one revision, a human review path, a workflow map, a test log, handover notes, and 14 days of defect support.
Founding price: EUR 149 for each of the first three suitable clients. Delivery is seven business days after scope, access, and ten redacted examples are ready.
Good fit: a small agency or service business handling at least 20 similar enquiries per week with a named workflow owner.
Not included: automatic customer sending, regulated or payment decisions, third-party fees, unlimited development, or guaranteed sales, savings, or accuracy.
Review the scope and apply:
