ILLUSTRATIVE SYSTEM · SALES
From enquiry to a clear next step
An illustrative lead intake system that turns scattered enquiries into a structured sales workflow.
This is a conceptual project example, created for the Relay website template. It describes a possible workflow, not an implemented client engagement or a claim of measured results.
The opportunity
A growing service business receives enquiries through several forms and inboxes. Without a consistent intake process, the team spends time collecting the same details, checking fit and deciding who should respond.
The proposed system
A central intake workflow validates the enquiry, enriches the record with approved context and creates a lead in the CRM. Clear rules assign an owner. An AI assistant can draft a response for review, while unusual or incomplete requests go to a person.
What the handover includes
A workflow map, routing rules, test scenarios, exception paths and an ownership guide. Success would be evaluated against agreed measures such as first response time and completeness of lead records, with a baseline recorded before launch.