Phoenix - Your AI AssistantBuild your AI lead qualification and sales automation system
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What you get with this Offer
I will build a custom AI lead qualification and sales automation system that helps your business capture incoming leads, assess them based on your criteria, route qualified prospects to the right place, and automate follow-ups.
The system can be connected to your existing forms, website, CRM, email platform, calendars, and other business tools.
What the system can include:
• Lead capture from forms, websites, or other sources
• AI-powered lead qualification
• Lead scoring and categorization
• Automatic CRM updates
• Intelligent lead routing
• Automated email or message follow-ups
• Sales pipeline automation
• Meeting or calendar booking integration
• Notifications for high-priority leads
• API and third-party integrations
• Custom automation workflows
This is not a generic chatbot setup. The system will be designed around your sales process, qualification criteria, and existing tools.
The $3,000 starting package covers a clearly defined automation system with agreed core workflows. More complex CRM integrations, multiple automation flows, advanced AI functionality, or additional platforms can be added separately.
Send me details about how you currently capture and manage leads, the tools you use, and the workflow you want to automate.
What the Freelancer needs to start the work
Please provide:
- A clear description of your business and sales process
- Where your leads currently come from (website, forms, ads, social media, etc.)
- Your lead qualification criteria and what makes a lead valuable to your business
- The actions you want the system to take after a lead is received
- Your current CRM and other tools you want connected
- Your preferred communication channels for follow-up
- Any existing email/message templates or sales scripts
- Access to the relevant platforms, APIs or accounts required for integration
- Examples of your current lead workflow, if available
- Your desired outcome and any specific automation requirements
If your current process is mostly manual or you're unsure how the automation should be structured, that's fine. Describe how you currently handle leads and I can help map the workflow before development begins.