01
Pipeline architecture
Stages, ownership rules and qualification criteria agreed with your sales process, not a generic template.
Digital infrastructure · Lead & Sales Systems
A pipeline that answers before it forgets
Enquiries arrive by form, portal, phone and message, and reply speed depends on who happens to be free. We build the AI lead generation system that catches, qualifies and routes every one of them.
Starting from £3,500CRM and messaging platform subscriptions are billed by the provider.
What changes
- Captures every enquiry from your forms, portals and channels into one record
- Routes each lead to the right owner against your own rules
- Sends the agreed follow-up by SMS, email or WhatsApp without anyone chasing
- Books appointments straight into the calendar with the record kept current
The gap
The problem worth solving.
A good enquiry loses momentum the moment it sits in an inbox nobody owns. Details get typed twice or not at all, follow-up depends on someone remembering, and by the time a person responds the buyer has often already spoken to someone else. The cost is not the enquiry, it is what happens to it in the minutes and days after it arrives.
Our approach
We choose the CRM and infrastructure around your requirements; we connect to what you already run. HubSpot, Pipedrive, Salesforce, Bullhorn, Vincere, Reapit and Alto are examples of systems we integrate, not partners. Every lead gets one place, one owner and one next step, with automated routing, follow-up and AI-assisted qualification handling the repetitive first pass so your team steps in where judgement is needed.
What is included
What an implementation covers.
Starting from £3,500. CRM and messaging platform subscriptions are billed by the provider.
02
Lead capture
Forms, portals, inboxes and ad platforms feeding one deduplicated record, with the source attached wherever it can be captured.
03
Automated routing
Leads assigned to the right person or team the moment they arrive, against the rules you set.
04
Follow-up automation
SMS, email and WhatsApp sequences that keep a lead warm and nudge it toward a booked conversation, with consent respected throughout.
05
AI-assisted qualification
Enquiries read and checked against your criteria, with a drafted response or a routed handover for a person to complete.
06
Appointment booking
Calls and viewings booked directly into your calendar, with reminders sent automatically.
07
Database reactivation
A one-off pass through your existing contacts to surface warm leads that went quiet, where that data exists.
08
Reporting
A clear view of pipeline stages, response times and conversion, built from data your team can see and trust.
Process
How the work runs.
Discover
We map your current pipeline, sales process and the points where leads stall or go quiet.
Design
We design the stages, rules, routing logic and follow-up sequences around how your team actually sells.
Build & connect
We build the system and connect it to your CRM, forms, portals and communication channels.
Launch & handover
We launch with your team, confirm reporting is accurate and hand over documentation of how the system works.
Ongoing
Optional ongoing management.
Pipeline tuning, added routing rules and reporting reviews as your business changes can be quoted separately once the system is running.
Where ongoing optimisation, advertising management, SEO, support or AI operations are needed, we quote a retainer separately based on what the work requires. No implementation fee includes one by default.
What we measure
We set a baseline for response time, contact rate and pipeline conversion before launch, then track the same numbers against it. Leads are counted by your own definition of qualified, so the pipeline reflects the business, not a vanity total.
Stack
Technology this typically involves.
- OpenAIWe build with itDrafting, classification and summarising
- Anthropic (Claude)We build with itReading and reasoning over long documents
- Custom AI agentsWe build with itBounded agents built around one business process
- n8nWe build with itConnecting tools into one workflow
Good questions
Before we talk.
Which CRM do you use?
We choose the CRM and infrastructure around your requirements and connect to what you already run. If your system needs a bespoke connector we scope that separately once we know what you use.
Will it message our leads automatically?
Only where the message, the channel and the trigger have been agreed with you in writing, and only to people who have consented to that channel.
What is not included?
Ongoing pipeline management and new automations added after launch, and any CRM licence cost, which stays with the platform you choose. Both are quoted separately from the build.
How is this priced?
The project fee starts from a positioning price and is fixed once we have scoped your pipeline and integrations. Any ongoing management is optional and quoted on requirements.
Does this replace our sales team?
No. The system handles the repetitive first steps of capture, routing and follow-up. Your team keeps every conversation that needs judgement.
Connected
Works with.
Estate agency
AI for viewing bookings in estate agencies
How to automate viewing and valuation bookings well: diary integration, qualification first, consented reminders, no-shows and what stays human.
Estate agency
AI lead follow-up for estate agencies
How automated and AI-drafted follow-up works for buyer, tenant, vendor and landlord enquiries, including channels, timing and PECR consent.
Lead generation
How to automate lead follow-up
The anatomy of a lead follow-up system: capture, first response, qualification, cadence, channels, UK consent rules and where AI assistants fit.
Your next step
See what this looks like in your business.
Starting from £3,500, scoped to your requirements. All prices exclude VAT.
No slides, no obligation.