Freeing up a sales team from manual lead triage
An AI-assisted lead-qualification agent wired directly into the existing CRM, cutting out hours of manual enquiry sorting each week.
Illustrative sample project: this shows how we'd approach a brief like this, not a completed client engagement.
The challenge
A retail SME's sales team was manually reading and triaging every website enquiry before deciding who to follow up with, a repetitive, rule-based task eating hours each week that could otherwise go toward actually closing deals.
Our approach
- Mapped the existing enquiry-to-follow-up workflow to find where the manual bottleneck actually was
- Built an AI agent to read incoming enquiries, apply the team's existing qualification criteria, and tag leads accordingly
- Wired the agent directly into their existing CRM, with no platform migration required
- Documented the workflow so the team could adjust qualification rules themselves
- Set up monitoring so misclassified leads could be caught and corrected quickly
The outcome
Manual lead triage was replaced with an automated first pass, freeing the sales team to spend their time on qualified conversations instead of sorting enquiries. The workflow remains owned and adjustable by the client's own team.
Services used in this project
Other sample projects
Unifying reservations across a multi-outlet F&B brand
Consolidating five separate outlet pages into one fast, mobile-first site with a shared booking flow and automated confirmations.
Giving an established firm the online visibility its reputation already earned
A technical SEO audit, on-page overhaul and ongoing content system for a firm with strong offline reputation but almost no organic search presence.
Have a similar project in mind?
Tell us what you're working with, and we'll scope it on the first call.
Book a call →