EXAMPLE BUILD · AI AUTOMATION

A lead assistant that never clocks off.

An assistant that answers enquiries from Instagram, WhatsApp and the website, asks the right questions, books the call and hands over to a person whenever it matters.

CLIENT
[Client name, with permission]
INDUSTRY
[Industry]
SERVICES
AI automation · Marketing automation
CHANNELS
Instagram · WhatsApp · Website
TIMELINE
[Number] weeks
Hands typing on a laptop beside a phone showing a customer chat, a petrol mug and a terracotta notebook

01 — THE CHALLENGE

Leads arrived at night. Replies arrived the next afternoon.

Most enquiries came in through Instagram and WhatsApp after working hours. By the time someone replied, many of those people had already booked with a competitor that answered first.

[Add the client’s own situation here: volume of enquiries, team size, what they had tried before.]

02 — WHAT WE BUILT

One assistant, three channels, one pipeline.

  • An assistant trained only on the business’s approved answers: services, prices, areas covered and policies.
  • Three qualifying questions asked naturally in the conversation, so the team knows who to call first.
  • A CRM pipeline where every conversation lands with its source, answers and a score.
  • A booking step that offers real calendar slots, plus reminders before the call.
  • Clear handover rules: complaints, pricing exceptions and anything unusual go straight to a person.

03 — HOW IT WORKS

A person is always one step away.

The assistant handles the first reply and the routine questions. The moment a conversation needs judgement, it says so and passes it to the team with the full history attached.

new-lead.flowrunning
01 · triggerEnquiry arrives on Instagram
02 · aiAssistant replies in seconds
03 · qualifyAsks budget, timing, location
04 · crmLead scored and added to CRM
05 · handoverCall booked, team notified

04 — RESULTS

What changed.

[—]Time to first reply, before and after
[—]Enquiries answered outside working hours
[—]Calls booked per month
[—]Team hours saved per week
Add real numbers only. Replace the brackets with figures the client has approved in writing, measured over the same period before and after launch.
[Client quote about the result, used with their written permission.]
[Name], [Role], [Company]
An online store founder in a terracotta apron packing an order next to a tablet showing an order dashboard

NEXT EXAMPLE

Reorder and review flows for an online storeNext build

WANT ONE?

Your own assistant, live in weeks.

A free 30-minute audit of your brand, website and lead flow. You leave with a written list of quick wins, whether you hire us or not.

Book a free auditor write to hello@opencmarketing.com