Implementation Sprint
Lead Intake + Follow-Up Sprint
A focused AI Launch Sprint for Saskatchewan service businesses that need every new inquiry captured, qualified, and followed up without adding more admin scramble.
Who it is for
- Service businesses getting leads from forms, calls, email, texts, Facebook, or referrals.
- Owners or admin teams who know good leads are slipping when the day gets busy.
- Teams that want a practical first automation before committing to a larger retainer.
Workflow pain
- Lead details arrive in different places and have to be copied by hand.
- Follow-up depends on whoever remembers to call, text, or email back.
- Owners cannot quickly see which leads are new, waiting, booked, or stale.
What gets built
- A simple lead intake schema for the details your team actually needs.
- A follow-up queue with owner/admin review before customer-facing messages go out.
- Draft SMS/email replies, routing notes, and next-step tasks for your existing tools.
- A small handoff playbook so staff know when to trust, edit, or escalate the output.
Example flow
Inputs in, useful handoffs out
Every sprint starts by naming the inputs your team can reliably provide and the output someone will actually use.
Example inputs
- Website form submissions
- Missed-call notes or voicemail summaries
- Email or text inquiries
- Service area, job type, timeline, and urgency signals
Example outputs
- Qualified lead card with missing details flagged
- Suggested reply for owner/admin approval
- Booked-call or callback task
- Weekly missed-lead cleanup list
Scope
Included, and deliberately not included
The sprint is intentionally narrow so it can ship, be tested, and either stop there or move into a support retainer.
Included
- Workflow map and required-field checklist
- Lead summary and follow-up prompt/template design
- Light integration with forms, inboxes, sheets, CRM exports, or approved tools
- Testing with sample leads and a short staff handoff session
- Optional next step into a CAD $1,500-$4,000/mo support retainer
Not included
- Paid ad management or lead generation campaigns
- Replacing your team with a fully autonomous sales agent
- Unreviewed customer messages for regulated, legal, or high-risk claims
- Large CRM migrations or custom software rebuilds outside the agreed sprint scope
Trust and safety
Customer-facing replies stay reviewable by a person. The sprint starts with only the data and tools needed for this workflow, and sensitive edge cases are routed back to staff.