Missed sales enquiries
For teams losing leads because first replies and follow-ups depend on memory.
See missed lead workflowUse these examples to choose the one repeated task to bring to the AI Workflow Review.
These pages show the pattern: input, AI first pass, human approval and logged next action.
For teams losing leads because first replies and follow-ups depend on memory.
See missed lead workflowFor service teams where good prospects go quiet after an estimate or booking discussion.
See quote follow-up workflowFor teams scanning mixed inboxes before deciding who should act next.
See inbox triage workflowCompare the input, first pass, approval point and finished action, then choose the closest workflow to bring.
Start with the repeated workflow that already has a clear input, a slow handoff and one person who can approve the output. For most small businesses, the best first examples are missed enquiries, quote follow-up or shared inbox triage because the next action is visible.
Choose one example and bring a recent redacted message, quote, booking request or inbox thread. The AI Workflow Review maps the current route, marks where AI can prepare the first pass and decides whether to build, simplify first or stop.
A safe example has a narrow AI job, such as drafting, summarising, routing or reminding, plus a named human approval point before any customer-facing, sensitive, financial or risky output leaves the business.
Installing several workflows at once hides the risk and makes adoption harder. One narrow example can be tested on real past work, approved by the team and logged before the business trusts another workflow.
Choose the example closest to the work that keeps slipping. The fixed £49 review maps one real, redacted workflow and tells you whether to build it, simplify it first or stop.
AI prepares the first pass. A person approves customer-facing, sensitive or risky output.
See what the £49 Workflow Review includesA decision for one repeated workflow, not a commitment to setup.
The fastest route is to choose the workflow with a clear input, repeated drag and one named person who can approve the output.
A small workflow that can be tested before it touches live work.
Bring a real enquiry, quote chase, booking request, inbox thread, order question or handover. We map it, mark the approval points and tell you whether to set it up, simplify it first or leave it alone.