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AI-Powered Lead Management and Automation Platform

luckymedia.dev

Advertising & marketing

Information technology

Business services

Challenge

The startup is experiencing a high volume of incoming leads, leading to overwhelmed staff, inefficient manual lead processing, difficulty prioritizing leads, delayed outreach, and missed sales opportunities. The lack of automation hinders scalability and competitive advantage.

About the Client

A new US-based sales and marketing startup specializing in AI-driven solutions for potential customer engagement.

Project Objectives

Automate lead filtering and validation.
Automate personalized email outreach.
Automate lead nurturing and engagement through AI-powered chat.
Automate meeting scheduling with potential customers.
Increase sales conversion rates.
Reduce manual labor associated with lead management.
Improve overall operational efficiency.

Functional Requirements

Automated lead filtering based on predefined criteria.
AI-powered personalized email generation and sending.
AI-driven conversational chatbot for lead engagement.
Automated meeting scheduling integration with external calendars.
Lead scoring and prioritization functionality.
Reporting and analytics dashboard to track key metrics (conversion rates, time saved, etc.).

Preferred Technologies

Laravel

Inertia.js

OpenAI

Active Campaign API

Calendly API

Integrations Required

Active Campaign
Calendly

Key Non-Functional Requirements

Scalability to handle increasing lead volumes.
High performance and fast response times.
Secure data handling and compliance.
High uptime (99% or greater).
Responsive design for optimal viewing on various devices.

Estimated Impact

The project is expected to significantly reduce manual effort, leading to substantial time savings (estimated at 80 hours/month), a measurable increase in sales (projected 20% increase), and improved operational efficiency (projected 35% improvement). The AI-powered solution will enhance lead engagement, improve conversion rates, and position the startup for sustainable growth.