AI lead capture & lifecycle automation

AI lead capture answers the first questions a new inquiry asks, collects the details a business needs (service, location, timing, contact), and hands the conversation to the right next step: a booked call, a person on the team, or a follow-up message. It runs where the questions arrive: a chat on the website, Instagram or Facebook DMs through ManyChat, email, or text messages sent through Twilio.

The scope covers website chatbots and agent-assisted intake, ManyChat and social DM flows, automated email and SMS sequences, and the rules for when a human takes over, where conversations are routed and what gets reported. Every flow keeps a human escalation path; it is not presented as unattended decision-making. Text and marketing messages need the right consent, platform access and a compliance review before anything is sent. It is priced inside the All-In package, quoted per project.

Write down where inquiries arrive today (website form, Instagram DMs, phone, email), the five questions the team answers most, the details needed before a quote, and the moment a person must take over. Then list the tools already paid for, such as ManyChat, a CRM, Google Calendar or Twilio, and who owns each account. That map decides the flow: what the bot may answer, what it must hand to a human, and what gets reported each week. If customers will receive text messages, collect proof of consent first, because SMS sending needs it before anything goes out. A flow built on top of an unclear handoff only answers faster; it does not book more.