Live in production
Speed-to-Lead and Follow-Up
Every enquiry answered in about a minute, day or night.
What it produces
Measure-up: Maya Chen
- Where
- On site
- With
- Sam Ortiz
- CRM stage
- Booked
Today
Forms wait overnight in a shared inbox.
With it
A reply in about a minute, then follow-up.
Watch it run
A new enquiry at 7:12 pm
Website enquiry
- Name
- Maya Chen
- maya.chen@example.com
- Phone
- 0491 570 156
- Job
- Kitchen renovation
- Message
- We would like to redo our kitchen before Christmas. Can someone come and measure up? Roughly what would it cost?
She wants a new kitchen before Christmas and asks roughly what it would cost.
Why it matters
7x
Firms that tried to contact a lead within an hour were nearly seven times as likely to qualify it as firms that tried even an hour later. Source
Control and data
A person decides
Your team approves every template. It never quotes or promises.
Your data stays yours
Runs in your accounts. Leads are never pooled with another client's.
Connects to
In your accounts
Capture
- Gmail
- Microsoft 365 Outlook
- Typeform
- Tally
- WordPress forms
Record
- HubSpot
- Pipedrive
- Salesforce
Reach
- Twilio
- Vapi
Book
- Calendly
- Cal.com
Alert
- Slack
- Microsoft Teams
Runs on
- n8n
Named for reference. No endorsement implied.
In full
Your team writes or approves every template before launch, sees each reply as it goes out, and can pause the sequence for any lead. The engine books conversations; it never quotes, negotiates or makes promises on your behalf.
By default it runs in accounts and infrastructure in your name. If you would rather we run it, we host it in accounts set up only for you, kept separate from every other client. Lead records live in a database in that account and in your CRM, never pooled with another client's leads. How we handle data
Questions
Open one
Is this actually running in production?
Yes. The engine has run in production since August 2026 and its email path is proven against a real send. The SMS and voice channels are built and tested, and are switched on per client once your numbers are set up. It has not yet run for a client, and we would rather tell you that than let you assume otherwise.
Will it annoy our leads?
No. We cap the number of touches, honour opt-outs immediately and stop the sequence when a lead books. SMS and calls follow the consent and opt-out rules where you operate, such as the Spam Act in Australia and the TCPA in the United States.
Does it work with our CRM?
We connect it to the CRM you already use during setup, most often HubSpot, Pipedrive or Salesforce, so leads and booked meetings land where your team already works.
In detail
Open one
What it does
- Replies to every new enquiry from your web forms and inbox within about a minute, day or night, using templates in your voice.
- Recognises a returning contact instead of creating a duplicate lead.
- Alerts the right person on your team with the enquiry and the reply that went out.
- Runs a multi-touch follow-up sequence and stops it the moment the lead books a meeting or opts out.
- Passes leads and booked meetings to your CRM, connected during setup.
- Adds SMS and AI voice follow-up where you want them; both channels are built and switched on per client.
How each run works
Every run follows these 5 stages, inside your own tools.
- 01An enquiry arrives. A web form, email enquiry or listing notification reaches the engine the moment it is sent.
- 02The lead is recorded. The engine stores the lead, matches it against existing contacts and picks the sequence it belongs in.
- 03The first reply goes out. A personal reply, built from your approved templates and the details the lead gave, is sent within about a minute.
- 04Your team is alerted. The lead's owner gets the enquiry and the reply, and can take over the conversation at any point.
- 05Follow-up runs until they book. Scheduled follow-ups continue by email, and by SMS or voice where switched on, and stop as soon as the lead books or opts out.
Spec sheet
- Function
- Sales
- Status
- Running in production today.
- Connects to
- Gmail, Microsoft 365 Outlook, Typeform, Tally, WordPress forms, HubSpot, Pipedrive, Salesforce, Twilio, Vapi, Calendly, Cal.com, Slack, Microsoft Teams, n8n
- Built for
- Research
- In an audit of 2,241 US companies, 23% never responded to a web-generated test lead at all. Harvard Business Review, The Short Life of Online Sales Leads (2011) (opens in a new tab)
- Firms that tried to contact a lead within an hour were nearly seven times as likely to qualify it as firms that tried even an hour later. Harvard Business Review, The Short Life of Online Sales Leads (2011) (opens in a new tab)
Answer every enquiry while it is still warm.
See the live engine, wired to your own forms.
Book a call (opens in a new tab)or email contact@strategicaiinnovations.com