Demonstration
AI Sales Operations Assistant
A new lead comes in. The assistant researches it from approved sources, drafts a recommendation and a reply, and waits for approval before anything reaches the customer or the CRM.
01 · Business problem
The problem
Sales teams spend time qualifying and logging leads instead of talking to them. Follow-ups are slow, and CRM records are incomplete.
02 · Initial workflow
How it works today
- Leads arrive from forms and email and sit until someone reviews them.
- Qualification depends on who picks the lead up.
- CRM records are filled in late, or not at all.
03 · Proposed solution
The solution
An assistant that structures each incoming lead, scores it against agreed criteria, drafts a next step and a reply, and records the result in the CRM once a person approves.
04 · System architecture
How it fits together
Input
New lead
From a web form or email
AI step
Structure and qualify
Against criteria the sales team agrees
AI step
Draft next step
Recommendation and a reply for review
Human approval
Approve
Nothing is sent or saved without a person
Output
Record in CRM
Clean record, activity logged
05 · Scope
What it covers
- Sample leads from a form and an inbox
- Qualification against written criteria
- Draft reply and recommended next step
- Approval step before any CRM write or customer email
- A sample CRM
06 · Safeguards
Testing and safeguards
- Consequential actions (emails, CRM writes) always wait for approval
- Only approved information sources are used
- Drafts are labelled as drafts until approved
07 · Limits
Limitations
- Uses sample leads and a mock CRM, not customer data
- Qualification is only as good as the criteria the team writes down
Want this shape of solution for your own workflow?
Tell us about the workflow, the systems involved and what a good outcome looks like. If AI is the right tool, we will show you where to start. If it is not, we will tell you.