Small-business lead follow-up automation: a blueprint
A lifecycle map for capture, handoff, follow-up, and closure, with exceptions and stop conditions to write first.
ROI & planning
Readiness checklists, pilot reviews, and conservative ROI math so you can decide whether a workflow is worth scaling before you buy more seats or tools.
How to evaluate an AI pilot: keep, fix, or stop
Use a pilot evidence sheet, quality buckets, net-time math, and a worked example to decide whether an AI workflow deserves to continue.
How to calculate the ROI of AI automation
Use a conservative five-number model to calculate net monthly value, break-even volume, and payback period.
5 tasks your small business should automate before anything else
Use a five-question scorecard, simple ROI math, and a worked example to identify repetitive work worth automating.
The small-business AI readiness checklist
Score one workflow with a 20-point readiness check and turn the result into a one-page pilot brief.