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Packages / Professionals & small businesses

Lead Follow-Up Assistant

Keeps each enquiry visible, qualified, and followed up until it reaches a clear next state.

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Setup
S$2,500–S$5,000
Monthly care
S$249–S$599/month

01The problem it removes

Enquiries are answered late, quotes leave without a next action, and warm leads disappear after the second message. The owner carries the true pipeline while the CRM, if there is one, falls out of date.

Built for · An owner or small sales team handling enquiries across web forms, WhatsApp, and email, quoting jobs, and losing track of who's waiting on whom.

02What it needs from you

  • New enquiries from your existing channels
  • Your services, typical pricing logic, and qualifying questions
  • Your rules for when to chase and when to stop

03What you get

  • A live pipeline of every open lead and its true state
  • Drafted replies and quotes ready to approve
  • Scheduled follow-ups until reply, closure, or the agreed stop point
  • A weekly summary of what closed, stalled, and why

03AA concrete view

Follow-up queue

Incoming brief

“New website enquiry: commercial job, next month, needs a site visit.”

Every lead has a next state

  • Enquiry acknowledged

    Standard response · 2 minutes

    Sent

  • Qualification complete

    Location and timing captured

    Ready

  • Quote exception

    Above approval threshold

    Owner

04How it works

  1. 01 Intake

    A new enquiry is logged, acknowledged, and asked your standard qualifying questions.

  2. 02 Qualify

    It classifies fit and urgency by your rules and prepares a suggested reply or quote for approval.

  3. 03 Follow up

    It follows the cadence agreed in scope — for example day 2, day 5, day 12 — using approved templates and the conversation state.

  4. 04 Report

    You get a weekly pipeline picture: won, waiting, gone quiet, and which follow-up received a reply.

05Autonomy & approvals

The approved scope records this boundary. Every launch begins with review or approval; any action that later runs unattended is enabled only after you approve that specific lane.

May act without approval after rollout

  • Logging and acknowledging new enquiries within minutes
  • Tracking response state and scheduling follow-ups
  • Drafting quotes and replies from your pricing logic

Always needs your approval

  • Sending quotes above a threshold you set
  • Any discount or commercial exception
  • Marking a lead dead before the agreed sequence ends

06Data & privacy commitments

  • Handles customer names and contact details — PDPA obligations apply and the collection purpose must be stated clearly.
  • Customer data belongs to your business and must be exportable.
  • Supplier terms must prohibit customer data from being used to train shared models.

07Example exchange

Lead Follow-Up Assistant

3 open leads need you: Tan (renovation, $8k quote) hasn't replied in 5 days — follow-up drafted. Lim asked about weekend installation — outside your stated hours, so I need your call. New enquiry from your website form is qualified and waiting on a quote.

Draws on lead-handling workflows used in our own e-commerce operations.

08Further reading

09Next step

Indicative setup

S$2,500–S$5,000

Indicative monthly care

S$249–S$599/month

Indicative bands; the written scope carries the fixed quote and names channel and usage fees. The approved scope defines the implementation, operating boundaries and commercial terms.

Setup covers

Workflow mapping, agreed connections, source preparation, boundary tests, launch and handover.

Monthly care covers

Monitoring, routine source and rule updates, failure review, and the support allowance written into scope.

Named separately

Target launch date, third-party and usage fees, included revisions, and the threshold for a scope change.

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