AI Sales Automation — Starter Plan

Automate the essential steps between receiving a new lead and following up with that potential customer using a professionally configured sales automation workflow.

The Starter Plan is ideal for small businesses, startups, consultants, and service providers that want to reduce repetitive sales administration and create a faster, more consistent lead follow-up process.

What's Included

• Sales Workflow Planning — Your current lead process is reviewed and organized into one clearly defined automation workflow before setup begins.
• 1 Automated Sales Workflow — Automate one core sales process, such as capturing a new lead, sending follow-up communication, creating a CRM record, notifying your team, or guiding a prospect toward booking an appointment.
• 1 Lead Source Connection — Connect one compatible lead source such as a website form, landing page, Facebook lead form, enquiry form, spreadsheet, or another supported source.
• CRM or Lead Database Setup — Connect leads to one compatible CRM, spreadsheet, or lead-management system so new enquiries can be organized automatically.
• Basic Sales Pipeline — Where supported by the selected CRM, configure a simple pipeline with up to five stages such as New Lead, Contacted, Qualified, Appointment, and Won or Lost.
• Up to 2 Business Integrations — Connect up to two compatible systems required for the workflow, such as your CRM, email platform, calendar, Google Sheets, form software, or automation platform.
• Automated Lead Follow-Up — Configure a simple follow-up sequence of up to three messages for new leads using a supported email or messaging platform.
• AI-Assisted Message Personalization — Where appropriate, AI can help personalize selected follow-up messages using available lead information such as name, enquiry type, service interest, or other approved data.
• Lead Tagging — Automatically add simple tags or labels based on the lead source, enquiry type, or another agreed condition where supported.
• Sales Team Notification — Automatically notify you or your sales team when a new lead enters the workflow.
• Appointment Booking Connection — Where required, connect one compatible booking calendar so interested leads can move toward scheduling a call or appointment.
• Basic Automation Logic — Add simple rules such as sending different actions depending on whether a lead completes a form, books an appointment, or meets an agreed condition.
• Workflow Testing — The complete automation is tested from initial lead capture through the included follow-up and CRM actions before delivery.
• 1 Revision Round — One reasonable revision round is included for adjustments within the originally agreed workflow.
• 7-Day Post-Launch Support — Receive setup-related assistance and minor corrections during the first seven days after launch.

How AI Helps

AI can support selected parts of the workflow by helping personalize messages, organize lead information, summarize enquiries, or assist with simple qualification steps. The automation then moves information between your connected sales tools according to the agreed workflow.

Business Benefits

• Follow Up Faster — Reduce the delay between receiving a new enquiry and beginning your sales follow-up process.
• Reduce Manual Data Entry — Send lead information automatically into your selected CRM or lead-management system.
• Keep Leads Organized — Give every new enquiry a clearer place within your sales process.
• Create Consistent Follow-Up — Reduce the chance that promising enquiries are forgotten because someone did not send the next message.
• Save Your Sales Team Time — Automate repetitive administration while keeping your team involved when personal sales attention is needed.

Ideal For

• Startups and small businesses
• Consultants and professional service providers
• Local businesses
• Digital agencies
• Businesses receiving website enquiries
• Companies that currently follow up with leads manually
• Businesses introducing sales automation for the first time

Why Choose the Starter Plan?

The Starter Plan gives your business a complete entry-level sales automation workflow including lead capture, CRM organization, follow-up messages, sales notifications, basic pipeline automation, testing, and post-launch support.

Please Note

CRM subscriptions, email platforms, SMS or WhatsApp charges, automation software, AI usage, APIs, calendar software, and other third-party service fees are billed separately where required. This package automates your sales process but does not guarantee leads, appointments, or sales.

What's Included

Full setup, integration and testing handled by our team. You receive a dashboard to monitor performance from day one.

Delivery Timeline

Your delivery timeframe is confirmed after we review the project requirements. Smaller projects may be completed within a few business days, while larger or more complex projects may require additional time.

Support

Project support is available throughout the delivery process for questions, progress updates, and delivery assistance.