The problem
Northwind’s new business came in through a website form, a shared inbox, and the occasional referral email. By the time someone triaged an inquiry, qualified it, and replied, hours had passed. Warm leads went cold, and the two people doing the chasing spent their mornings copying details between a spreadsheet and the CRM.
The approach
We mapped the real intake path in a short audit, then built one pipeline behind it. A new inquiry now triggers an agent that reads the message, enriches it with public company data, scores fit against Northwind’s criteria, and drafts a personal first reply for a human to approve or send automatically. Qualified leads land in the CRM with a Slack ping to the right owner; everything else is filed without anyone touching it.
The outcome
First response dropped from hours to under a minute, and the team books noticeably more discovery calls from the same volume of inquiries. The morning triage ritual is gone.