We build lead-sourcing, enquiry and follow-up workflows for your sales process. That can include researched business lists, AI enquiry assistants and connections between your inbox, CRM and booking tools.
| Fictional business | Next step |
|---|---|
| Example Electrical | Review |
| Sample Air Services | Review |
| Demo Plumbing | Check contact |
A bigger list is only useful when the information is relevant. A fast response is only useful when it helps someone take the next step.
Find relevant business records, remove duplicates and add the context your team needs.
Answer from approved business information, ask useful questions and hand off when a person is needed.
Connect the enquiry, CRM record and appropriate next step around your sales process.
Agree the audience, signals, source and information your team needs.
Build research, qualification or follow-up steps around your existing tools.
Check record quality, exception handling and the experience of receiving the enquiry.
Explore the tasks, source material and outputs behind these workflows.
A useful lead list needs more than business names. A sourcing workflow can find relevant records, remove duplicates, add business context and check contact details before preparing outreach drafts. Missing or uncertain information stays visible so your team can review the shortlist. Contact checks improve the information available; they do not establish buying intent.
See the lead sourcing exampleAn enquiry assistant helps a visitor understand the next step without waiting for every routine question to receive a manual reply. We built an enquiry assistant for Region Wellness. The showcase illustrates a new-client conversation and handover towards a booking enquiry or the team. For each business, the information it can use, questions it should answer and route to a person are scoped around the actual service.
Explore the enquiry assistantStep through lead research and a sample conversation for Region Wellness’s enquiry assistant.
Try the lead sourcing walkthroughYes. A useful assistant starts with approved business information, clear limits and a route to a person. Its exact knowledge, integrations and handover behaviour are scoped for your business.
AI can be wrong. We design around approved information, define limits and provide a human handover for questions outside the intended scope. The workflow still needs monitoring and review.
No. Contact checks reduce some data-quality problems; they do not prove purchase intent, guarantee delivery or mean someone wants to hear from you.
Yes. A human approval step can be part of the design. The examples on this page illustrate research and handover; they do not send messages.
We’ll help you find a useful place to start, then scope your first automation. Built around your business, inside the tools you use.
A free 45-minute call. No hard sell.
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