Core build · 1–2 weeks
Let sales work the leads that are actually worth working.
Every enquiry is looked up, rated by AI for how serious it is, and sent to the right salesperson with a short briefing attached.
Doing it by hand
Every lead looks identical in the inbox — a name, an email, one line of text. Sales works them in the order they arrived, which means a serious buyer waits behind three tyre-kickers and a student doing research.
- Salespeople googling each enquiry before they call
- Your best enquiry treated the same as a time-waster
- No clear way to decide who to call first
What we build instead
It looks up each enquiry to fill in details like company size and industry, then has AI read what they wrote and rate how serious and how urgent it looks. Serious enquiries go straight to your best salesperson with a short briefing. The rest go into a gentle follow-up sequence instead of being ignored.
This one is designed and ready to build, but we have not built it yet — so there is nothing to show you running, and we are not claiming any results. We agree exactly what it will do for your systems first, and you see it working before you sign it off.
Scope this workflowThe workflow
How it runs
The highlighted steps are the parts we build for you. The rest are things you already have.
- TriggerNew enquiryFrom your site
- ProcessLook them upCompany details
- DecisionHow serious?AI rates it
- ActionSend to right personBy rating
- ActionBriefing attachedReady to call
- Your website form
- AI
- Your sales system
What you get
- Background details filled in before anyone picks up the phone
- Each enquiry rated for how serious and urgent it is
- Bigger opportunities go to your more experienced people
- A short briefing attached, so nobody starts cold
- Quieter enquiries followed up instead of forgotten
- Real estate
- Professional services
- D2C & e-commerce
- Coaching & education
Related workflows
Others that fit the same business
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