Sales automationDemo project: fictional business, sample dataWorking demo

Lead qualification workflow

Quote requests for a fictional commercial cleaning company go in. A scored shortlist with a drafted reply for each qualified lead comes out.

The problem

A cleaning company gets quote requests from its website every day. Some are a perfect fit, some are outside the service area, and some are one-off jobs it does not really want. Sorting them by hand means the best leads often wait the longest for a reply.

Our approach

Each request is scored against rules the company agrees with us: service area, how often the space needs cleaning, its size and how soon the work should start. Every score comes with its reasons, so the team can see why a lead made the list.

Qualified leads get a drafted reply that a person reviews and sends. Nothing goes out automatically.

What we built

  • A list of sample quote requests with the details a web form would collect.
  • Scoring with visible points and reasons, and a threshold you can change.
  • A shortlist with a drafted reply for each lead, ready to copy.

Stack

This demo
  • HTML
  • CSS
  • JavaScript
A client build
  • Web forms or inbox
  • CRM API
  • Language model for extraction and drafts
  • Human approval step

Live demo

This demo runs entirely in your browser with rule-based scoring and a reply template. A client build would read requests straight from your forms or inbox, could use a language model to pick out details from free text and draft replies, and would keep a person in charge of what gets sent.

Demo project: fictional business, sample data

Lead qualification · sample requests
Scoring rules
How often
Daily +35, Weekly +25, One-off +5
Size of space
Large space +25, Medium space +15, Small space +5
Start
Start within a month +30, Start this quarter +20, Start later +5, Start not decided +0
Service area
In service area +10

This demo runs in your browser and needs JavaScript. The sample data it uses is listed below.

Sample data used by this demo: The sample quote requests
RequestBusinessService areaHow oftenSize of spaceStartMessage
Request 01Dental practiceIn service areaDailyMedium spaceStart within a monthWe need evening cleaning for our practice, five days a week, starting next month.
Request 02Co-working spaceIn service areaDailyLarge spaceStart this quarterTwo floors of desks and meeting rooms. Looking for a daily contract from the new quarter.
Request 03CaféIn service areaOne-offSmall spaceStart within a monthDeep clean of our kitchen before an inspection.
Request 04Law officeIn service areaWeeklyMedium spaceStart within a monthWeekly cleaning for an office with six rooms.
Request 05Warehouse officeOutside service areaWeeklyLarge spaceStart this quarterOffices and break room at our warehouse outside the city.
Request 06Fitness studioIn service areaDailyLarge spaceStart not decidedInterested in daily cleaning, but we are still comparing options.
Request 07Retail shopIn service areaWeeklySmall spaceStart laterMight need weekly cleaning next year when we expand.
Request 08Architecture studioIn service areaWeeklyMedium spaceStart this quarterOpen-plan studio with about twenty desks. Weekly cleaning from the new quarter.

What a client would get

  • New leads scored as soon as they arrive, with the reasons written out.
  • Scoring rules agreed with you, kept in one place and easy to adjust.
  • A drafted reply for every qualified lead, reviewed by your team before it is sent.
  • Results written to your CRM or a shared spreadsheet.

More projects

AI chatbot for small businesses

CreoBot

Our product
Your project

Want something like this for your business?

Tell us about the workflow you want to improve. We’ll reply with how we would approach it.