AI Use Case
AI for Lead Qualification
Qualify inbound leads faster with structured capture, scoring, enrichment, and routing—built for predictable handoff into your CRM.
Problems
What’s slowing teams down
Common bottlenecks we see before AI workflows are implemented.
Slow response
Leads go cold when qualification takes too long.
Poor data quality
Incomplete forms and inconsistent notes reduce conversion.
Manual routing
Sales ops spends time assigning leads and scheduling calls.
No measurement loop
Teams can’t improve without tracking lead quality and conversion.
Delivery
What we deliver
Implementation-ready modules designed for reliability, safety, and real operations.
Structured capture + scoring
Collect the right fields and score intent consistently.
Routing + scheduling
Route leads and hand off to scheduling automatically.
CRM sync
Create/update CRM records with clean summaries.
Monitoring
Track success rate and workflow reliability.
Deliverables
What you’ll get
Concrete outputs designed for predictable handoff and measurable improvements.
Qualification flow (form/chat) + scoring rubric
CRM integration (create/update + notes)
Routing rules + scheduling handoff
Validation and fallback behavior
Monitoring/logs for workflow reliability
Source code + handoff notes
Process
How we work
A pilot-first approach, with the quality and governance needed for production rollouts.
Define
Questions, scoring, and routing rules.
Build
Flow, integrations, summaries, handoff.
Launch
Monitoring and iteration plan.
Stack
Suggested implementation stack
A practical stack we can adapt to your constraints and existing systems.
Automations
Example automations
A few workflows that usually deliver ROI quickly.
Inbound lead capture and scoring
Qualification summary sent to CRM
Meeting booking with reminders
Routing to the right owner
Start Small
Start small in 7 days
Three pilot-friendly options that reduce risk and ship value fast. Choose one, share access, and we deliver a production-ready baseline.
Standard
AI delivery standard
Quality and safety practices we ship with AI builds so the system stays measurable, maintainable, and production-ready.
Logging + tracing
Conversation and tool traces with request IDs, error visibility, and debug-friendly runbooks.
Guardrails + safety
Tool allowlists, PII-safe patterns, refusal behavior, and escalation routes for edge cases.
Evals + regression tests
Golden queries, scorecards, and regression checks so quality improves over time instead of drifting.
Cost + latency controls
Caching, prompt discipline, retrieval tuning, and routing so your app stays fast and predictable at scale.
Documentation + handoff
Architecture notes, environment setup, and next-step roadmap so your team can iterate safely after launch.
Security-first integration
Secrets isolation, role-based access, audit-friendly actions, and minimal data retention by design.
Pricing
Typical pricing ranges
We confirm scope before starting. These ranges help you plan a pilot versus a full rollout.
Pilot qualification flow: $900–$3,500
Full routing + enrichment: $2,500–$9,000
Timelines
Delivery timelines
Common timelines for pilots and production hardening, depending on integrations and governance.
Pilot: 1–2 weeks
Expanded rollout: 2–4 weeks
Risks
Risks & mitigation
The failure modes we design for so reliability and trust stay high.
Wrong routing
We validate required fields, use thresholds, and provide safe fallbacks.
CRM inconsistency
We add idempotency and reconciliation checks for updates.
AI Case Examples
Micro case studies (anonymous)
A few safe examples of outcomes we build for real operations—no client names, just results.
Secure Mobile Solution in Australian Defence Ecosystem
Problem: Secure data workflows were required in a regulated environment with strict access controls.
Solution: Hardened architecture with strict auth, encrypted storage, and audit-friendly engineering patterns.
Outcome: Deployed securely within a regulated ecosystem with clear handoff and operational guidance.
AI Knowledge Base Across 2,000+ Pages
Problem: Teams needed fast answers across long PDFs, but search was slow and results were inconsistent.
Solution: RAG with hybrid retrieval and reranking, plus grounded answers and safer fallback behavior.
Outcome: Reliable answers with <10s response times and measurable improvements on real queries.
Ops Automation with AI + n8n
Problem: Manual approvals and CRM syncing created delays and data inconsistencies across tools.
Solution: Event-driven automation with validation gates and AI-assisted classification where it improved routing.
Outcome: Reduced manual workload significantly with more reliable workflows and operator visibility.
Relevant Gigs
Start with a fixed-scope gig
Pick a gig to launch a pilot quickly with clear deliverables and timeline.
Compare
Decision guides
Quick comparisons to help you choose the right approach before building.
Related Services
Explore deeper implementations
When you need more depth than a pilot, these services cover full delivery.
Explore
More AI pages
Additional pillars and use cases to help you plan your roadmap.
FAQ
Frequently asked questions
Can it integrate with our CRM?
Yes. We integrate via API/webhooks and validate idempotency for reliable updates.
Can it schedule meetings automatically?
Yes. We integrate Calendly or custom scheduling with confirmation flows.
How do you score leads?
We define a scoring rubric with you, then measure conversion and iterate safely.
Does it support multiple segments?
Yes. Routing can be based on segment, intent, geography, or product interest.
Can we start with one flow?
Yes. A single flow pilot is a common starting point.
Do we own the source code?
Yes. Source code and handoff notes are included.
Want an AI pilot for your workflow?
Start with a fixed-scope gig or request a tailored implementation plan for your systems.