Services
Beyond Lead, we do custom work around sales and customer service.
Lead is the product. These four services are what we build to order around sales and customer care, for businesses that want to use artificial intelligence for something concrete and not for a demo.
AI automation
Processes a person does by hand today and an AI can do well: classify, reply, summarize, extract data. With human oversight where it matters.
What's included
We take a process that a person does by hand today, understand it end to end and build the part an AI can do well: read, classify, reply, summarize or extract data. We leave the decision that matters to the person and put in front of them what they need to make it. Includes the process review, the automation, tests with real cases and the documentation to operate it.
Examples
- Classify the emails that reach a shared mailbox and draft the reply for the usual cases.
- Read invoices, quotes or forms that arrive as PDFs and load the data into the sheet or system where the work happens.
- Summarize every week what happened in customer conversations: what they ask, where things get stuck and what is selling.
How to hire it
We start with a conversation about the process as it is today. Then you receive a written proposal with the scope, the deliverables and what is left out. Work is done in deliveries, and each one is tested with your data before it is signed off.
Web development
Sites and applications that load fast, are accessible and easy to maintain. Like this website.
What's included
Custom websites and web applications: fast, accessible, easy to maintain and with the content where you can change it yourself. Includes the design on your brand, the build, performance and accessibility measurements as delivery criteria, publishing on your domain and the documentation so anyone can carry it on.
Examples
- A company website with its product, contact and legal pages, ready for Meta verification.
- A landing page for a campaign, with a form or a chat connected to your CRM.
- A simple internal application: a dashboard, a form with validation, a search over your data.
How to hire it
Together we define which pages or screens are needed and what the people using them have to be able to do. The written proposal sets the scope, the deliverables and the exit criteria (performance, accessibility, no errors). Deliveries in phases, each one published and reviewable.
AI consulting
We help you decide what to automate, what not to, and with which provider. With a concrete plan and without selling you anything you don't need.
What's included
We help you decide what to automate with AI, what not to and in what order, without selling you anything you don't need. Includes a review of how you work today, identifying the cases where AI really adds value, comparing options with their risks (privacy, cost, dependence on a vendor) and a concrete written plan you can carry out with us or with whoever you choose.
Examples
- A business that receives many conversations and wants to know whether handling them with AI is worth it, on which channels and with what limits.
- A company that has already tried scattered AI tools and needs to sort out what stays, what goes and how it all connects.
- A team that wants to use AI with customer data and needs to know what it can do without compromising privacy.
How to hire it
The consulting has a closed scope from the start: what is reviewed, who we talk to and what document you receive at the end. The written proposal sets that along with the working sessions. The deliverable is the plan, with priorities and with what we recommend not doing.
Integrations
We connect what you already use: CRM, WhatsApp, calendars, invoicing, spreadsheets. Data that flows without copying and pasting.
What's included
We connect the systems you already use so data flows without copying and pasting: CRM, WhatsApp, calendars, invoicing, spreadsheets, forms. Includes the analysis of which data leaves from where and arrives where, the integration, error handling (what happens when a system doesn't respond) and the documentation of each connection.
Examples
- Every appointment booked in a conversation shows up in the advisor's calendar and in the CRM without anyone copying it.
- A closed sale generates the invoice and notifies the customer on WhatsApp with the receipt.
- Campaign forms go straight into the CRM with their source, so you know which campaign brings which prospects.
How to hire it
Together we list the systems and the data that has to move between them. The written proposal details each connection, what is done when it fails and which deliverables you receive. Each integration is tested with real data and documented before it is considered finished.
How we work
Four principles we apply to every project, Lead included.
No vendor lock-in
Your data and your configuration are yours: we hand them over whenever you ask. If one day you want to leave, you'll leave with everything.
Documentation as a deliverable
Every project ships with its documentation: what it does, how to operate it and what to touch if something changes.
Technical honesty
We tell you what AI does well and what it doesn't yet. If something isn't worth automating, we say so before charging for it.
Useful AI, not demo AI
We care about the AI that serves a real customer on a Tuesday at eleven at night, not the one that shines in a slide deck.
Shall we talk about your business?
Tell us what you sell and how you serve your prospects today. We'll get back to you by email.