Each opportunity arrives with its needs already captured.
We design an assistant that asks about a prospect's goal, constraints and context. It organises answers, explains options from the approved catalogue and prepares the contact for sales. CRM follow-up is connected when included in the project.
What we deliver
Discovery conversation with qualification criteria
Opportunity record with needs and context
Team handover and agreed CRM connection
When it fits
Contacts arrive with little information or initial qualification takes too much time.
What we need to get started
Your offer, qualification questions and sales follow-up process.
How we evaluate results
Contacts with complete information
Qualification time
Opportunities accepted by sales
Practical applications
From a problem to a practical application.
Illustrative scenarios to explain the service. We define the final application with you using your data and working practices.
01
Prepare a lead
A contact describes what they want to automate. The assistant asks about tools, approximate volume and timing and prepares a record for sales follow-up.
02
Guide solution selection
A business describes its support needs. The assistant presents available service options and captures requirements to review before preparing a proposal.
Project objective
Better-contextualised leads and more consistent follow-up.
How we work
Start with a defined scope. Expand with results.
We agree on the process, who reviews the work and how to measure the initial phase. We then integrate the solution and define ongoing monitoring.
01
Understand the work
Explore the process with your team: tasks, available information, tools and bottlenecks.
02
Test your cases
Use representative examples to assess usefulness, quality and effort before expanding the solution.
03
Connect and deliver
Integrate the workflow, configure access and document how to use it and review its results.
04
Measure and improve
Compare results with agreed criteria and prioritise adjustments based on usage, incidents and cost.
Connected services
A solution connected to your operations.
We can combine these ecosystem capabilities according to the agreed scope and the tools you already use.
