Project build fee
Quoted after reviewing scope, technical access, and integrations. Scope, revisions, testing, and handover are agreed in writing.
Business Automation
Business Automation / Implementation
Capture Leads. Give Follow-up a Clear Next Step.
We connect inquiry sources to lead records, assignment rules, and follow-up reminders so your team has a clear workflow.
Discuss This ProjectScoped project · Your accounts · Optional maintenance
YOUR BUSINESS WORKFLOWWorkflow illustration
Your workflow
Record the inquiry
Check and approve
Notify the right person
Built in your accountsWebsite → AI → AutomationYour team stays in control
The deliverables
What We Build
- A map of lead sources, data fields, and follow-up stages
- Connections from agreed forms, chats, or sources to your Sheets/CRM
- Lead assignment rules and staff notifications
- Follow-up reminders and status tracking
- Duplicate handling, failure logs, documentation, and training
The workflow
How it fits together.
- 01An inquiry arrives
- 02Data is recorded and checked
- 03The lead is assigned
- 04Staff receive follow-up reminders
For teams moving lead data manually or losing context between inquiry and follow-up.
Scope & costs
Know what you are building.
And what you are paying for.
Sources, integrations, stages, and automated actions are defined in the proposal. Customer messaging follows the consent and rules of the selected channel.
What You Need to Prepare
- Access to your lead sources and destination systems
- Your CRM/Sheets, scheduler, and notification accounts
- Agreed fields, team contacts, and follow-up timing
Operating costs
Build fees are agreed before work begins. Hosting, domain, AI, and third-party services are paid directly through your accounts as required by the project.
Optional maintenance
Documentation, training, initial support, and defect warranty are defined in the proposal. Ongoing maintenance has its own scope, work allowance, and response times; new features are quoted separately.
Would this help your business?
Tell us what you need from Lead & Follow-up Automation. We will explain the work and costs.