The Situation
Two custom products companies in Spring Branch, TX were growing fast — but their lead-handling process wasn't keeping up. Every new inquiry required a staff member to read the email, copy contact details into a spreadsheet, save attachments, create a sales task, and send a confirmation. Five minutes per lead.
At 15–20+ leads a day, that was over an hour of pure data entry before anyone started selling. Leads were missed on busy days. Follow-up was inconsistent. The owners were spending evenings on administration instead of running the business.
The Architecture
- No new software. The existing tool stack was connected — no rip-and-replace, no new subscription burden
- Capture. Every inquiry is logged within seconds: contact details extracted, attachments filed, lead recorded — without human involvement
- Processing. Each lead arrives as a ready-to-work task with full context, queued for follow-up — not a raw email
- Continuous operation. A lead at 2 AM on Saturday is handled identically to one at 10 AM on Tuesday