Lead qualification and booking assistant
Agree the information needed to qualify an enquiry, the routing rules and the booking tools. Availability and booking permissions must be checked against the actual system; an assistant cannot promise a slot it has not confirmed.
Start with a small, agreed scope
Tell us what you do today, where it gets difficult and what a useful result would look like. Please leave passwords, customer records and confidential documents out of this first brief. We can agree a secure way to share source material later.
Scope and pricing
We review feasibility, source material and acceptance checks before confirming a quote. Timing, fees, review steps and any hosting, software or API costs are agreed before work starts. Submitting an enquiry does not book work or trigger an automated service.
What we can prepare
- An agreed enquiry and qualification flow
- Connection to your named booking or routing tools
- Consent, duplicate and unavailable-slot checks
