Lead research agent
Every new lead researched and summarised before sales sees it.
AI agents
AI automation for your business: AI agents that finish the job.
AI automation for business means AI agents that read information, decide what to do and take the action: researching a new lead, qualifying it, drafting the follow-up and updating the CRM. A chatbot answers questions. An agent gets the work done. You get what an AI automation agency would build, made and supported by me directly, with guardrails, testing and no long retainer.
- Lead research agent. Every new lead researched and summarised before sales sees it.
- Qualification agent. Fit and intent checked against your ideal customer, with the reasoning shown.
- Follow-up drafting. First replies drafted in your voice, approved by a person.
- CRM updates. Notes, fields and tasks written back automatically.
Watch it work.
This is the automation running on its own. Every step happens without anyone touching it, and you get a record of what happened.
- 01Form submitted✓ Done
- 02Agent researches the company✓ Done
- 03Scores fit and intent✓ Done
- 04Drafts a personal reply✓ Done
- 05Books the meeting✓ Done
Run complete
Sound familiar?
- ChatGPT in one tab, the CRM in another, and a lot of copy-paste in between
- New leads wait until tomorrow for a first reply
- Research and data entry quietly eat half the week
- An AI pilot that wowed everyone in the demo, then went nowhere
What I set up for you.
Qualification agent
Fit and intent checked against your ideal customer, with the reasoning shown.
Follow-up drafting
First replies drafted in your voice, approved by a person.
CRM updates
Notes, fields and tasks written back automatically.
Always-on monitoring
Agents that watch inboxes, forms and sources and act on new items.
Guardrails
Limits, logging and human approval where mistakes would cost money.
How we’ll do it.
- 1
Look under the hood
I go through your setup, data and workflows, then write down what’s leaking and the quick wins, in plain English.
- 2
Build it with you
We agree the fixes together. I build, test and document everything inside your own accounts.
- 3
Hand you the keys
A short training session and a written runbook, so your team can run it without needing me.
Tools I know inside out.
- Claude
- ChatGPT
- Grok
- Microsoft Copilot Studio
- n8n
- HubSpot
- Salesforce
Use it before you hire me.
Questions people ask.
Do I need an AI automation agency or a consultant?
An agency suits big programs with many people. Most small and mid-size teams get more from a consultant who scopes, builds and supports the agents directly: faster, cheaper and no hand-offs. That is how I work.
What are AI agents for business used for?
The most common jobs are lead research and qualification, follow-up drafting, inbox and enquiry triage, CRM updates, reporting and answering calls. Start with one repetitive job, prove it, then add the next.
What is an AI agent in marketing?
An AI agent reads data, decides on a next step and acts on it inside your tools, for example researching and qualifying a lead and drafting the reply. A chatbot only answers questions; an agent does work.
Are AI agents safe to use with customer data?
They can be, when built with limits: access only to the data they need, logs of every action, and human approval for anything customer-facing or costly. Enterprise options like Copilot Studio keep data inside your Microsoft environment.
Which AI model is best for marketing agents?
It depends on the task. Claude is strong at careful writing and reasoning, ChatGPT and Grok at broad tasks and research, and Copilot Studio fits Microsoft-based teams. Many agents use more than one model.
How long does it take to build an AI agent?
A focused first agent, such as lead research and qualification, usually takes a few weeks including testing and guardrails. Production-ready means it runs unattended without surprises.
Let’s have a look together.
A 20-minute call where we open up your setup. If I can’t find at least one real fix, I’ll tell you, and you’ve lost nothing but 20 minutes.
Book a call