01
Lead routing
Send incoming inquiries to the right team member by service, location, or urgency.
Services / 02
AI Automation
Take recurring tasks off your team’s list and put the right information in front of the right person.
Get a QuoteThe work
What the service covers.
02
Reminders
Trigger appointment reminders and internal prompts from your calendar or CRM.
03
Email follow-ups
Draft or send the next email after an inquiry, with a human review step where needed.
Delivery approach
How the project runs.
Map the handoff
Start with one recurring task. Identify the event that starts it, the data it needs, who owns the outcome, and where an exception should go.
Set the rules
Choose the systems that already hold the information. Define which steps are rule-based, where AI can summarize or draft, and which decisions still need someone’s approval.
Test against real cases
Try normal and incomplete inputs, duplicate events, and unavailable integrations. Confirm how a failure is surfaced and how the team can retry or handle it manually.
Scope and acceptance
What we define together.
Example workflow
A new inquiry enters a CRM. A rule assigns it by service and location, checks for an existing record, and queues a follow-up. An incomplete or ambiguous inquiry goes to an owner for review.
What we can deliver
A workflow map, trigger and routing rules, integration setup, a handoff for exceptions, and documentation for the person responsible for making updates.
How we check the work
We try duplicate, incomplete, and delayed events and simulate unavailable destinations. We agree on where to see failures and how to retry them safely.
Illustrative scenario
What it can look like.
If inquiries reach several inboxes, we can map a single intake route, assign each inquiry to an owner, and flag incomplete records for manual review.
Example handoff checklist
- Trigger and routing map
- Field mapping and exception rules
- Test cases, retry steps, and owner documentation
Before we start
Common questions.
Will automation make decisions on its own?
We define which actions are automatic and which require approval, especially for ambiguous or sensitive cases.
What if an integration stops working?
We plan where errors surface and how the team can retry or complete the work manually.
Let’s scope it.
Tell us what you already have and what you’d like to improve.