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
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.
04 — RESULTS
What changed.
[Client quote about the result, used with their written permission.]

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