AI Lead Qualification & Follow-Up System for a B2B Service Business
Challenge
Sales inquiries were arriving through forms, email, and chat, but response quality varied and promising leads were slipping through the cracks.
What we built
Designed an AI-assisted intake flow that qualifies requests, summarizes intent, routes opportunities into the CRM, and triggers human review only when needed.
Business outcome
The client gained faster first responses, more consistent follow-up, and a sales team that could focus on warm opportunities instead of inbox triage.