Strategic AI Innovations

Follow up every lead and give senior people their billable hours back.

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Illustrative sample data
DocumentHanded over

Guide 3 of 5: booking to welcome email

  1. Triggers. A meeting is booked.

  2. Does. Sends the welcome email and invite.

  3. Change it. Edit the template. No code needed.

Each pain, and what answers it.

    • Follow-ups slip while partners deliver

    Speed-to-Lead and Follow-UpLive in production

    • Nobody owns CRM upkeep

    CRM Cleanup and Data MigrationBuilt to order

    • Every new client repeats the same setup

    Automation SprintBuilt to order

    • Senior time goes on research and first drafts

    Custom AI AgentsBuilt to order

    • AI is used individually, with no shared view

    AI Strategy ConsultingBuilt to order
How each one is answered

  • Speed-to-Lead and Follow-Up

    Every enquiry gets a reply in about a minute, then follow-up until booked.

  • CRM Cleanup and Data Migration

    We score the data, merge duplicates and fill gaps.

  • Automation Sprint

    The welcome email and calendar invite send themselves.

  • Custom AI Agents

    An agent drafts in your tools. A person reviews before sending.

  • AI Strategy Consulting

    A workshop ranks where AI pays off and ends in a 90-day plan.

Watch it in Professional Services

Automation Sprint, on sample data.

Five automations for a design studio

Day 1 of 5Mon 09:30
DocumentLocked

Sprint scope: Fernhill Studio

  1. A1

    New lead to the CRM, with a team alert

  2. A2

    Three-touch follow-up for new enquiries

  3. A3

    Booking to welcome email and invite

  4. A4

    Weekly report, Mondays at 08:00

  5. A5

    Invoice sent, then polite reminders until paid

We confirm the five with Jess, collect least-privilege access and write the scope down. Then it is fixed.

Fernhill Studio and Jess Lim are fictional. Sample schedule.Illustrative sample data

Tools we connect

HubSpot, Pipedrive, Salesforce, Microsoft 365, Google Workspace, Slack, Calendly, Notion, Asana, Xero.

No endorsement implied.

Questions

Can an agent write to clients without us seeing it?

Only if you choose. By default a person approves every outgoing message, and every run is logged with its inputs and outputs.

We already use AI tools. What would you add?

A shared view. The strategy workshop maps where AI pays off across the firm, ranks the options and ends in a 90-day plan you own, including off-the-shelf tools where they win.

Other industries

Give your partners their billable hours back.

Tell us where admin eats the week. We will say what to hand over.

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or email contact@strategicaiinnovations.com

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