The problem
Most follow-up fails quietly. A lead is contacted once, a note is left in the CRM, and the next urgent task takes over. The team is not careless. The process relies on memory and spare time, which are both scarce when business is busy.
The first step is not buying a tool. It is understanding where the current process breaks, what a good handoff looks like, and whether the work is common enough to make automation worthwhile. That keeps the project focused on a real business problem instead of a vague request for more AI.
What gets built
We audit the records, consent, notes, pipeline stages, and actual sequence before automating anything. Then we create a clear workflow that respects opt-outs, avoids duplicate contacts, and gives people a reason to respond. An agent works only after the process itself is safe to repeat.
Before anything touches your customer data or live systems, we use realistic sample data to test the workflow. You see what the agent receives, how it reaches a decision, what it sends, and where a person can take over. That gives you control over the rules before the system is live.
A relevant result
For a consultant, we redesigned lead generation and automated manual steps. The reported cost per lead moved from $2.39 to $0.13. The useful lesson was not a magic tool. It was first fixing the workflow that created the lead.
Every business starts in a different place. These examples show what changed in a specific situation, not a promise that the same outcome will happen everywhere. The useful question is whether your process has a similar bottleneck and enough value to justify a build.
How it works
- 01. Audit the records, notes, consent, and pipeline stages.
- 02. Define useful follow-ups and clear stop conditions.
- 03. Test with sample records before messages are sent.
- 04. Review replies and refine the sequence with your team.
Security and control
You keep the keys. We test on sample data first, keep credentials encrypted or inside systems you control, and put a person in the approval loop for risky actions.
The build, prompts, and data remain yours. If a workflow sends messages to clients, deletes information, moves money, or takes another consequential action, it should wait for approval. Read more about how BORSTEV handles credentials and human review.
Pricing
Builds start from $2,000 one-time. Follow-up scope is fixed before work begins. Ongoing tuning is optional.
A free 30-minute discovery call is the place to decide if the business case is real. If it is not, I will say so. If it is, you get a clear recommendation and the reasoning behind it.