Lead research and follow-up within minutes
Every enquiry is researched, scored and answered while it is still warm, with your reps in control of what gets sent.
The problem
- Leads arrive faster than anyone can research them properly.
- Reps spend their morning reading company websites instead of talking to buyers.
- Follow-ups slip by days, and by then the buyer has spoken to someone else.
Tools it connects
- HubSpot
- Salesforce
- Gmail
- LinkedIn exports
- Slack
- Your website forms
How we measure the results
Every number comes from your own systems and the agent's audit trail, measured against a baseline taken before launch.
1Baseline
Before launch we measure the same numbers for two weeks, from your own systems, so results are compared, not claimed.
2Log every run
Each run writes to the audit trail: time taken, actions, tools touched, handovers and every human decision.
3Weekly report
A short report compares each metric with the baseline and lists the cases a person had to fix.
4Monthly review
With the workflow owner we tune thresholds, fix exceptions and decide what the agent takes on next.
| Metric | How we measure it | Data comes from |
|---|---|---|
| Time from enquiry to first reply | Minutes between the form submission and the first reply being sent. | Form and CRM timestamps |
| Share of leads researched and scored | Leads with a completed research note and fit score, divided by all inbound leads. | CRM fields |
| Meeting booking rate | Booked meetings divided by qualified leads, against the pre-launch rate. | CRM and calendar |
| Rep hours spent on research | Short rep time log before launch, then agent research time per lead after. | Time sample and audit trail |
| Pipeline created from inbound | Value of deals created from inbound leads each month. | CRM deal reports |
Guides and articles
- AI lead follow-up automation: route, qualify and track every enquiryConnect every incoming enquiry to an owner, a state and a next action, and stop follow-ups the moment the conversation changes.
- FAQ automation: connect answers to your CRM and a human handoffAnswer repeated questions from approved sources, capture useful enquiries in the CRM and hand people over without making them start again.
Frequently asked questions
Still weighing it up? Ask us directly. We reply within one business day.
Ask a questionOnly if you want it to. Most teams start with drafts that a rep approves, then loosen the gate as trust builds.
Find the first workflow worth automating.
Book a free call and we will tell you honestly whether AI automation helps, and where to start.
We reply within one business day.