From inbox chaos to a routed pipeline in one system
Enquiries arrived by web form, email and chat, and were copied by hand into a spreadsheet and CRM. We designed an intake workflow that classifies, enriches and routes every lead within minutes.
These are representative example engagements, written to show our approach. Companies are anonymised and the measures are the targets we agree up front, not guaranteed results.
The challenge
- New enquiries landed in three places and were entered manually, so response times depended on who was in the office.
- There was no consistent way to judge which leads were worth a fast reply.
- Sales leaders could not see where leads were stuck.
Our approach
Map the real flow
A working session with sales and operations to document how an enquiry actually moves today, including the unofficial steps.
Classify and enrich
An LLM reads each enquiry, extracts intent and urgency, and attaches company details from approved sources.
Route with a human checkpoint
High-value leads go to a named owner with a drafted reply for one-click approval. Low-confidence cases land in a review queue.
Report
A live dashboard shows volume, response time and conversion by source.