Time back
Data entry, copy-pasting between apps and manual follow-ups drop out of your team's week.
AI automation · quotes, follow-ups, leads, CRM
AI automation: your quotes, follow-ups and leads handled without you
A request comes in, the quote goes out, the follow-up is scheduled and your sales rep hears about any lead left waiting. For this kind of AI automation, I connect the tools you already use and add AI where it saves time. You only approve what commits the business.
A quote request · this morningLive
Request received and readAutomatic
Contact created in the CRMAutomatic
Quote draftedAutomatic
Final priceYou approve
Follow-up after 3 days if no replyScheduled
No request forgottenOn your own accounts
What you gain
Less data entry, fewer missed requests, more signed quotes
In a small business, money is rarely lost on the big deals. It is lost on the request nobody answered, the quote nobody followed up, the lead that has been waiting for a week.
Sales recovered
Every request gets an answer and every quote gets its follow-up, even in weeks when everyone is out in the field.
A clear view
A weekly report written by AI from your numbers: what is moving, what is stuck, who to call back.
What I automate
The automations I set up most often
Common automationsExamples
Each one plugs into your current tools
1Quote drafted from the requestSales
2Automatic quote follow-upSales
3Alert when a lead waits too longLeads
4CRM filled in without data entryCRM
5Invoices read and filedAdmin
6Weekly report written by AIManagement
We start with the one that costs you most, then add the others.
- Your current tools stay in place: email, CRM, calendar, spreadsheets
- Accounts in your name, nothing hosted by me without your consent
- Every step documented, and someone on your team trained to run it
How it works
From the task that weighs on you to the automation that runs
- 1
Free call
You show me the task
We look together at what takes your time and what gets lost along the way. I tell you what can be automated, and what cannot.
- 2
Scoping
I write the rules
Your edge cases, your access, the steps where someone approves. Then the quote goes out, with a fixed price.
- 3
Go live
It runs alongside you first
We compare it with how you work today on real cases, then switch once it is reliable.
- 4
Every month
I monitor and adjust
Monthly support keeps the automations running when your tools or your rules change.
Who it is for
Is it for you?
It is for you if
- You get requests by email, form or phone and some never get a reply
- Your apps do not talk to each other and someone copies data by hand
- You have sales reps and want to know each week where the leads stand
What I do not automate
- Anything that commits the business unreviewed: a price, a dispute, a payment
- A process nobody can describe: we write the rules first
- A task done twice a year
FAQ
Common questions about AI automation
How is this different from an AI automation agency?
The result is the same, but you talk directly to the person who builds it. I work alone, on your accounts, and I train the person who will run the system on your side.
Do I need to change software?
No, in most cases. I connect your current tools: your email, your CRM, your calendar, your spreadsheets. If a tool gets in the way, I tell you before we start.
Will it work with my CRM?
If your CRM has an API or an export, we can connect to it, read-only at first. I check access during scoping, before any quote.
What if the automation gets it wrong?
It first runs alongside the way you work, and anything that commits the business goes through human approval: a price, a commitment, a payment.
How long does setup take?
A first automation is often running within one to two weeks. A full system, with CRM and reports, usually takes four to eight weeks.
What budget should I plan for?
Quoted after a call, based on the number of tasks and tools to connect, with monthly support afterwards. The market ranges are in the article on what AI costs a small business.
Getting started
Book a free call
Thirty minutes, free: show me the task that costs you most, and I will tell you whether it can be automated, how, and how long it takes.
Book a free callOr in writing: theo@my-agent.io