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Lead & Email Automation

Every enquiry answered. Every invoice followed up.

We capture enquiries, draft or send first replies, follow up when people go quiet and remind customers to pay, so nothing slips through the cracks.

An inbox with AI drafted replies, a lead pipeline and an invoice reminder
No lost enquiriesevery lead saved and answered
Follow-up on autopilotwhen people go quiet
Paid soonerpolite reminders until it is settled

What’s included

From first message to payment received.

Pick the parts you need. Each one is listed before we start.

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Lead capture

Enquiries from your forms and chat are saved in one sheet or CRM.

Instant thank-you

The sender gets a quick, friendly reply the moment they write.

Automatic follow-up

If nobody replies, a polite nudge goes out two or three days later.

Owner alerts

You are told about each new lead and who needs a reply.

Lead status record

See each lead as new, contacted or closed, and who is waiting on whom.

AI email sorting

Your Gmail or Outlook inbox is read and sorted into booking, price, complaint and so on.

AI reply drafts

A draft reply is written for each type. You approve it, or let simple ones send automatically. Complaints always go to a person.

Payment reminders

Reminders before and after the due date, with a payment link. They stop once the invoice is paid.

Monthly overdue report

A short list of what is overdue, so you know whom to call.

Who it’s for

Useful wherever replies and payments pile up.

Real estate, solar, insurance, home services, travel agencies, law firms, online stores, freelancers and small agencies.

Enquiries sit unanswered→A first reply goes out straight away, and you are alerted.
Leads go quiet→A follow-up is sent on a schedule until they answer.
The inbox is full of the same questions→AI drafts the replies. You approve them or let simple ones go automatically.
A complaint arrives→It is never answered by a machine. It goes straight to a person.
Invoices are paid late→Polite reminders go out until the invoice is paid.
I cannot see where each lead stands→Every lead has a status you can check at a glance.

You stay in control. Nothing sensitive is sent without your approval unless you choose it.

WHAT YOU GET IN WEEK ONE

Your first automation running on real enquiries, with you approving every reply.

WHAT WE NEED FROM YOU

Access to your inbox or forms, and examples of the replies you send most.

See our work ↗

How we work

From first call to live.

Three simple steps, and nothing to sign before you have seen the plan.

01

Map your messages

We look at the enquiries, emails and invoices you handle and where they stall.

02

Build and approve

We set up the capture, replies and reminders, and you approve the wording.

03

Switch on and tune

We go live, watch the first week and adjust what needs it.

Questions

Good to know.

Which email services does it work with?

Gmail and Outlook. We confirm yours during the first call.

Will AI send emails without me seeing them?

Only if you choose that for simple replies. By default every draft waits for your approval.

What happens with complaints?

They are flagged and passed to a person. They are never answered automatically.

Can it chase unpaid invoices?

Yes. Reminders go out before and after the due date with a payment link, and stop once the invoice is paid.

Do I need a CRM?

No. We can start with a simple shared sheet and connect a CRM later if you need one.

Connected services

Often paired with.

Your next step

Stop letting enquiries slip away.

Tell us where leads and payments get stuck. You get a clear plan and a quote.