Portfolio

AI Lead Intake & Routing

An end-to-end intake workflow that turns inbound requests into qualified opportunities and next steps—automatically.

  • Forms → CRM → sequences
  • Lead scoring & routing
  • Clear handoffs to humans

Overview

When inbound volume rises, teams lose time to manual triage: cleaning form data, tagging leads, assigning owners, and remembering to follow up. This build focuses on turning every inbound request into a structured, tracked, and actionable record.

What we built

  • Structured intake with validation and normalization to keep CRM data clean.
  • Lead scoring based on service type, geography, urgency, and other signals.
  • Routing rules that assign ownership and escalate high-intent leads.
  • Follow-up sequences (email/SMS) that adapt based on status and responses.
  • Operator dashboard for visibility, exceptions, and quick edits.

Why it matters

This system reduces missed opportunities and makes response behavior consistent. Clean data + reliable follow-ups compounds over time: better reporting, better targeting, and fewer dropped balls.

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