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Operations assistant·Available
Between qualifying leads, preparing quotes and following up clients, the owner can't get to it all.
An operational AI agent: qualifies incoming leads, prepares quotes, keeps the client portfolio in order and handles follow-ups. Sends you a morning briefing and an end-of-week recap.
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Ogni mattina
a briefing ready
Niente cade
leads and follow-ups always handled
What it does.
- 01
Qualifies incoming leads and books a call with the most promising ones.
- 02
Prepares quotes, with totals and VAT already worked out.
- 03
Keeps the client portfolio in order and handles deadlines and follow-ups.
Who it’s for
Owners and professionals managing leads, quotes and clients without an assistant.
Want this agent on your team?
Thirty minutes with SmartMatch: it tells you whether it fits your company and how much you can recover.
Book a call →