Every lead answered while it is warm, and meetings booked for your closers.
AI replies to new leads in seconds; our team prospects, qualifies, books meetings and keeps your CRM clean.
Leads go cold in the gaps: enquiries answered late, prospecting that stops when the team gets busy, a CRM nobody trusts. AI replies to every new lead in seconds from wording you approve, researches and enriches contacts, and scores them against your criteria. Our people take over from there, running outreach, qualifying by phone, booking meetings for your closers and keeping the CRM clean, with a named lead who owns the outcome.
What an engagement covers
A typical scope for this service. Exact scope is agreed in writing before work starts.
Inbound lead response: first replies in seconds to enquiries from web forms, email, chat, WhatsApp and missed calls, using wording you have approved, with a person picking up anything outside it
Lead research and enrichment: company and contact details filled in from public sources and your own data, then each lead scored against your ideal customer criteria, with the reason for the score visible to your team
Outbound prospecting: target lists built to your criteria and outreach by email and phone from templates you have approved, with every reply handled by a person
Lead qualification: a trained team member calls or messages the leads that score well, checks need, timing and decision maker, and records call notes against the lead in your CRM
Appointment setting: meetings booked straight into your closers' calendars, with reminders and a short hand-off summary so nobody starts cold
Follow-up on leads and prospects that go quiet, so no enquiry is left without an owner and a next step
CRM management: de-duplication, owner assignment, stage updates and consistent activity logging, so the pipeline you see is the pipeline you have
Reporting on speed to lead, conversion by source and meetings booked, with a monthly review of what to change
AI does the routine. People own the outcome.
Where AI tooling helps, it takes the repetitive volume; a named team handles everything that needs judgment.
AI does
Replies to new leads in seconds, enriches and scores them
Our team does
Qualifies by phone, books meetings, keeps your CRM clean
You track
Speed to lead, meetings booked
AI-handled routine work is sampled and reviewed by our team. Anything sensitive, or with external consequences, goes to a person and is second-checked. How we use AI
What you receive
Prompt first replies to new leads, in your brand's voice and in your own channels
Researched, enriched and scored leads in your CRM, with the reason for each score recorded
Target lists and outbound outreach from templates you have approved, with replies handled by a person
Qualification calls with notes logged against the lead, and meetings booked in your closers' calendars with a short hand-off summary
A clean CRM: de-duplicated records, correct owners and up-to-date stages
A weekly report and a monthly review covering speed to lead, outreach results, qualification and meetings booked
How the service is measured
Service levels are agreed per engagement. These are the measures we typically commit to.
Speed to lead: how long a new enquiry waits for its first reply, by channel and by time of day
Meetings booked, and how many of them go ahead, split by inbound and outbound source
Outbound results: replies and meetings from each list and message, so weak ones are changed or dropped
How closely our qualification matches your closers' own view of lead quality
CRM completeness and accuracy, checked by regular sampling, and no lead left without an owner and a next step
The software we work in
We work inside the platforms you already use, under your access policy. Support for a specific tool is confirmed when we scope your engagement.
- HubSpot
- Salesforce
- Zoho CRM
- Pipedrive
- WhatsApp Business
Product names belong to their owners; no endorsement is implied.
Setting up sales & lead generation
- Day 1
Discovery call
We learn who your best customers are, where your leads come from, which channels they use and what counts as qualified. We also look at what happens to a lead today, from the first reply to the first meeting, and what outbound work you want covered.
- Within days
Tailored proposal
You receive a written proposal covering lead sources, channels, hours, outbound targets, qualification criteria, team size, AI set-up and a clear monthly figure, so you know what is included before anything starts.
- Week 1
Set-up in your tools
We connect to your CRM, forms, inbox and WhatsApp Business account under your access policy. Approved reply wording, outreach templates, scoring rules, routing and the hand-off format are agreed with you and written down.
- Week 2
Onboarding and parallel run
The AI and our team handle leads and outreach alongside your own team. You compare replies, scores, call notes and booked meetings with what you would have done, adjust the rules, and sign off before go-live.
- From month 1
Go-live and review
We run your lead handling and prospecting day to day. You get a weekly report on speed to lead, qualification and meetings booked, and a monthly review to tune criteria, wording and scoring as your pipeline changes.
Common questions about sales & lead generation
AI handles routine, low-risk volume: first replies from wording you have approved, research, enrichment and scoring. Our team samples those replies and scores every week and tunes them against what your closers see. Pricing questions, special terms, complaints and anything sensitive go to a trained person, and a second person checks anything with external consequences before it leaves. Every lead can reach a human, and AI is never the only way to get an answer.