Lead qualification & follow-up
Connect enquiries to your CRM, qualify them against agreed criteria and coordinate follow-ups. Hand conversations to a sales colleague when a site visit, quote or personal response is needed.
AI agents that coordinate multi-step marketing tasks across your tools, using context, agreed rules and human approval to move work forward.
Connect enquiries to your CRM, qualify them against agreed criteria and coordinate follow-ups. Hand conversations to a sales colleague when a site visit, quote or personal response is needed.
Coordinate the journey from brief to draft, client feedback and revised assets. Route work for agency and client approval, publish approved content on agreed channels and prepare a performance report.
Review campaign data against agreed targets, flag changes that need attention and recommend adjustments. Apply actions only within defined permissions, with approval for budget and strategy changes.
Gather channel data, prepare a performance summary and turn approved recommendations into assigned tasks. Keep owners informed and track the next steps across your marketing tools.
AI-assisted content and design production, shaped by your brand strategy and refined by our writers, designers and creative team.
Develop first drafts for social posts, ads, websites, emails and articles using your brand voice, audience context and approved source material. Our team edits for accuracy, relevance and tone.
Explore creative territories, storyboards and campaign imagery. Use generative tools to produce visual options, then refine selected work through art direction, design and brand review.
Create scripts, storyboards and suitable AI-assisted video, voice and motion assets. Combine generated elements with editing and design to build campaign-ready content.
Turn an approved idea into channel-specific copy, formats and creative variations. Adapt for audiences and markets, with language and brand review before release.
Bring voice conversations into your customer journey. We design and connect voice AI workflows for enquiries and follow-ups, with approved information, appropriate consent and a clear route to your team.
Answer common questions using approved information, understand a caller’s requirements and capture useful details such as budget, purchase timeline and interest. Add the conversation summary and lead status to your CRM.
Follow up with opted-in leads using the context of previous conversations. Share relevant next steps, record responses and update the CRM so your team can see how each enquiry is progressing.
Help interested leads request a consultation, demo or site visit. Coordinate available slots through connected systems, send confirmations and reminders, and route scheduling exceptions to your team.
Transfer calls or create a callback task when a customer needs a person. Pass on the conversation context and surface recurring questions, objections and missed opportunities for your sales and marketing teams.
Assess eight areas, find your current stage and plan your next practical step with our three-page AI Maturity Workbook.
PDF · 3 pages · Free with sign-up