05 · Automation & AI

Less manual work. Faster follow-up.

We design and implement CRM workflows, automated lead follow-up and process automation. We use AI for clearly defined tasks, with human oversight. We analyse, design and build flows that fit your processes, systems and team.

Sound familiar?

Where time and enquiries are lost.

  1. 01Enquiries that sit in a mailbox until someone remembers them.
  2. 02Data retyped from form to spreadsheet to CRM.
  3. 03Recurring tasks that cost the same hours every week.
What we do

Clear and well organised.

We do not automate first and analyse later. We first determine where automation really adds value, and where a person should keep deciding.

Analysis first

  • Process analysis: which tasks are repetitive and where is the bottleneck?
  • Identifying automation opportunities, with value and risk
  • Approval steps where a person decides

Workflows & integrations

  • Lead follow-up by email and WhatsApp, with reminders
  • Process automation (RPA) for repetitive tasks
  • System integration: connecting CRM, email, forms and APIs. Read more about systems

AI, with human oversight

  • Chatbots, AI assistants and copilots
  • AI agents for clearly defined tasks
  • Knowledge systems based on your own information
AI in your work

AI where it helps.

01

AI assistants and copilots

Assistants that answer questions, prepare texts and support your team, with human oversight.

  • Customer questions and internal knowledge
  • Quote and follow-up proposals
  • Summaries and reports
02

AI agents and workflows

Clearly defined tasks that run automatically: qualifying enquiries, organising data, preparing actions for approval.

  • Lead qualification
  • Processing and forwarding data
  • Preparing actions for approval
03

Practical integrations

AI connected to your CRM, email, WhatsApp and other tools, so that it fits how your team already works.

  • CRM and email
  • WhatsApp and forms
  • API integrations

We work with current AI tools and models, such as Claude, Codex, Gemini and Grok, depending on what suits your application best. We agree with you in advance which tool we use and which data is involved.

The journey of a single enquiry

What an enquiry looks like step by step.

Scroll to follow a single example enquiry: at every step, her file fills up.

  1. 01

    Campaign

    It starts with an advert or a search.

    What we set up
    Campaigns and forms that use the same sources, so every enquiry knows where it came from.
    What you see
    The source and the campaign for every enquiry.
  2. 02

    Lead

    Someone leaves their details.

    What we set up
    A link between your ad form or website and your system.
    What you see
    The enquiry appears straight away, with no retyping.
  3. 03

    Form

    The data is recorded neatly.

    What we set up
    Fields, checks and a fixed structure: name, telephone, email, interest.
    What you see
    Data in a consistent, usable form.
  4. 04

    CRM

    One overview.

    What we set up
    Your CRM or a simple overview: every enquiry gets a status and an owner.
    What you see
    Who does what, and when.
  5. 05

    Email & WhatsApp

    The first response goes out automatically.

    What we set up
    An automatic confirmation by email and, where appropriate, a message via WhatsApp.
    What you see
    The person who enquired hears back quickly; you do not have to think about it.
  6. 06

    Follow-up

    Nothing gets left behind.

    What we set up
    Reminders and follow-up steps that update the status.
    What you see
    Enquiries waiting for a reply resurface automatically.
  7. 07

    Appointment

    The goal: a conversation or an appointment.

    What we set up
    A clear handover to your calendar or your team.
    What you see
    Scheduled appointments and a clear picture of what works.

The enquiry goes through seven steps: campaign, lead, form, CRM, email and WhatsApp, follow-up and appointment.

Each client gets a simple bespoke version. We work with Make, Meta lead forms, CRM systems, email and WhatsApp, among others.

This is how we approach it

In four steps.

  1. 01

    Mapped out

    Your current follow-up and recurring tasks.

  2. 02

    Design

    A simple flow that fits.

  3. 03

    Build & test

    Step by step, with real enquiries.

  4. 04

    Follow up

    We adjust where needed.

Our work

In practice.

We only share names, images and figures with the client’s permission.

Fitness

Flemish fitness studio

What we built
Lead capture and automated follow-up, linked to content and Meta Ads.
What is running now
Every new enquiry arrives automatically and is forwarded straight away for follow-up.
Introduction

Tell us where your business gets stuck.

Together we will look at whether marketing, data, automation or technology is the right solution. A short message is enough.

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