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Sales and lead follow-up automation.

Respond faster to enquiries, draft follow-ups, route leads and keep sales notes clean.

AI and automation tools used for practical implementation

Built for operations

Lead follow-up built around real business workflows.

Respond faster to enquiries, draft follow-ups, route leads and keep sales notes clean. Horizon AI scopes one visible business workflow, maps the software it touches, designs the AI step with a human review point, and ships a tested workflow inside your existing systems within 1–4 weeks.

The work below is a typical shape of what an engagement covers — outcomes and integrations are tailored to the specific workflow during scope.

  • Lead qualification
  • Follow-up drafts
  • CRM updates
  • Handoff notes
workflow.liveLive
InCurrent stackSource
AIAI layerReview gate
OutTeam reviewAction
  • AI Summary drafted review
  • OK System update prepared queued
Integration stack

Works with the tools already in the business.

The exact integration path depends on permissions, subscriptions, APIs and security needs. We prioritise lightweight, maintainable connections before custom infrastructure.

What the work covers

The work, in concrete pieces.

Lead follow-up engagements break down into discrete, reviewable workflows — each with a defined trigger, a human approval gate and a measurable change in how the team spends its week. Typical scoped builds run $5,000–$40,000 per workflow and ship within 1–4 weeks. Each card below is a real shape of work we'd scope as part of a build.

Inbound lead capture

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

Lead follow-uptoReview

AI summary and qualification

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

Lead follow-uptoReview

CRM update

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

Lead follow-uptoReview

Follow-up draft for approval

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

Lead follow-uptoReview
How we work

A narrow first workflow beats a broad AI transformation promise.

Step 01of 04

Discovery

Review the current process, software stack, data access points and manual handoffs.

Step 02of 04

Scope

Choose the first workflow, approval gates, implementation path, timeline and quote.

Step 03of 04

Deploy

Build, test and launch the workflow inside approved business systems with human review.

Step 04of 04

Expand

Turn the first useful workflow into a practical AI roadmap across the business.

Common questions

Answers before we start.

What does Lead follow up automation include?
Lead follow up automation usually includes workflow discovery, software access review, AI strategy, implementation planning, integration design, testing and handover.
Can Horizon AI integrate with our current software?
Yes. We first map the CRM, inbox, documents, calendar, finance tools and industry software already in use, then choose the lightest integration path.
How is this different from a generic AI strategy deck?
The work is tied to implementation. The output should lead to a buildable workflow with clear data access, approval gates and operating notes.
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Ready to start? Book a strategy session.

Tell us the workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.