In B2B services, every inbound lead means the same dance: get in touch, clarify the problem, write a custom offer, draft a personal email. Several hours per client. But most proposals are more templated than we like to admit, the problems repeat, and that makes the whole flow automatable.
The system, step by step
- Form submission captured through a webhook the moment a prospect hits the website form.
- An AI classifier triages the message: spam is ignored, sensitive messages (complaints, PR issues) ping the team in Slack immediately, and real opportunities move forward.
- Duplicate check and CRM update: works with Sheets, Airtable, HubSpot or Salesforce, whatever the client already runs.
- A proposal is generated from the firm's own proposal library, matched to the request, converted to a clean on-brand PDF.
- A reply email is drafted with the proposal attached, and the team gets a notification. A human presses send.
Built for a real client
This build was made for a corporate finance advisory offering budgeting, M&A support and cash flow forecasting. Their proposals followed patterns; the AI matches the request to the right pattern and personalizes it. Hours per lead became about 30 seconds, and the prospect gets a thoughtful response while their interest is still hot.
The same flow fits agencies, consultancies, IT services, any business where inbound requests deserve a fast, personal, professional answer.