[ FIELD REPORT / 001 ]
evidence: pending case studyLead intake automation for a small service business
System flow: a form submission becomes a CRM record, then triggers a personalized first-touch reply and a follow-up task. Exceptions branch off for human review.
- Problem
- Owner spends roughly 6 hours a week copying website form submissions into a spreadsheet and emailing each lead by hand. About half the leads do not get a same-day reply, and a chunk go cold.
- Build
- Form submissions auto-route into the CRM, trigger a personalized first-touch email within minutes, create a follow-up task for the owner, and send a Slack / text alert. Exceptions are surfaced for human review.
- Result (what success looks like)
- Owner reviews exceptions in about 15 minutes a day instead of doing intake by hand. Specific outcomes per client will be reported here once we have permission to publish them.
Tools used in this kind of build
IBM Robotic Process Automation · watsonx.ai · Make / Zapier · Google Workspace · a CRM the client already uses
This is an example implementation pattern, not a published case study. Live results will replace this section as projects ship.
