Workflow Audit
AI Automation
Agent Development
Calder 2025©
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Overview
Calder had strong lead flow, but intake was too dependent on who was available to answer, review, and follow up. New inquiries came from calls, forms, referrals, and email, but the next step was not always fast or consistent.
Diagnosis
We reviewed the full path from first contact to consultation. The weak points were missed handoffs, incomplete case details, slow follow-up, and leads sitting in the CRM without anyone owning the next move.
Build
We built an AI intake and routing system that captured lead details, asked qualifying questions, created CRM records, assigned next steps, and triggered SMS follow-up when prospects did not respond.
Outcome
Calder created a faster, cleaner intake process without adding more admin work. Good leads moved sooner, weak-fit inquiries were filtered earlier, and the team had better context before every consultation.
Services
Workflow Audit
AI Automation
Agent Development
Integration
Strategy & Consulting