Lead & customer follow-up
Connect website inquiries to your CRM, notify the right person, and trigger agreed follow-up steps. Stop or change the sequence when someone replies, books, or opts out.
AI tools integrated with your digital marketing: research gaps, execute faster, and connect follow-up, audits, and customer responses—with setup and training for your business.
I approach AI as a marketer: start with your business, your customer, and what needs to improve. I use it to research your digital presence, compare competitors, find gaps, and make informed decisions faster, then put those findings into the marketing work.
I also build workflows that reduce the repeated work inside your business: copying details, chasing replies, checking pages, and piecing together reports. That includes connecting the tools, testing the process, and teaching you how to use and manage it.
Find your first workflowWhat we can put to work
Connect website inquiries to your CRM, notify the right person, and trigger agreed follow-up steps. Stop or change the sequence when someone replies, books, or opts out.
Review agreed pages and sources for broken links, outdated information, inconsistent listings, and gaps in useful content. Turn recurring checks into clear findings and next actions.
Organize incoming messages, draft or send approved responses for routine issues, and flag exceptions for a person. You decide which replies can run automatically and which need your review.
Compare agreed competitors, search results, public content, and customer feedback. Get source-linked findings and practical recommendations on what to improve next.
Example workflow / Lead follow-up
A customer submits your website form.
Their request is saved to your CRM and the right person is notified.
An approved acknowledgment explains what happens next.
A reminder or agreed message follows if needed; replies stop the sequence.
The timing, messages, and handoffs are agreed before launch and matched to your customer permissions and existing process.
Map it. Connect your marketing goals to the repeated task, the missing connection, and the outcome worth improving.
Build and test it. Set up the tools, define the workflow, and test normal cases and exceptions before launch.
Learn and manage it. Get practical training and documentation for running the workflow, checking results, making updates, and knowing when to step in.
You work directly with me on strategy, implementation, and training. Ongoing support can include monitoring, refinement, and measuring the result: response time, completed follow-ups, or time spent on the task.
A few useful answers
That is the starting point. I review your website, CRM, inbox, and other tools to confirm what their supported integrations allow. The scope identifies any additional software or usage costs before you commit.
Only for the situations and messages you approve. A workflow can begin with drafts for review, automate straightforward responses, and hand off sensitive or unusual complaints to a person.
I use AI to support research into your digital presence and competitors, organize findings, identify gaps, and move into execution faster. I review the sources and recommendations, then apply my marketing judgment to decide what deserves action.
Yes. Setup includes practical training and documentation so you can understand the tools, run the workflow, check its output, and make agreed updates. Start with one useful process; choose a handoff or ongoing support around what your business needs.
What keeps getting done by hand in your business?
Let's map it out