Service

AI Automation Systems

We build practical automation that captures, qualifies, routes, and follows up with leads — so your pipeline stays clean and your team focuses on closing.

  • • Capture + qualify leads (web + WhatsApp) without delay
  • • Route leads to the right person + the right pipeline stage
  • • Follow-ups + summaries so deals don’t die silently
Team collaborating with automation dashboard
Lead → Booked Call System

What you get (and why it works)

More booked calls, less chasing

We wire your forms/chat/WhatsApp so qualified leads get the right next step: book a call, request a proposal, or get routed instantly.

Faster response time

Auto-replies + assignment logic means prospects get a useful response in seconds—not days.

Cleaner CRM and pipeline

We standardize fields, remove duplicates, and automate stage movement so your CRM becomes reliable—not a graveyard.

Human handoff when it matters

Bots handle triage and FAQs; your team gets alerted when the buyer is warm and ready.

Less ops busywork

No more copying data between tools. Your stack talks to itself—reliably and with fallbacks.

You own the system

Everything runs in your accounts. We document flows + hand over clean admin control.

We prioritize reliability: graceful fallbacks, alerts, and clean documentation—so the system doesn’t collapse the moment an API hiccups.

Popular use cases

WhatsApp lead capture
Click-to-WhatsApp campaigns with auto-greeting, intent tagging, and a booking link.
Website chat assistant
Answers FAQs, collects key details, and escalates to a human when needed.
Lead routing + assignment
Route by service, budget, location, urgency, or availability—without manual sorting.
Follow-up sequences
If no reply in 24h → reminder. If meeting booked → prep brief + confirmations.
CRM enrichment + dedupe
Normalize names/emails, dedupe records, enrich where appropriate, keep it tidy.
Reporting + alerts
Daily leads, stuck deals, and weekly snapshots in email/WhatsApp/Slack.

How we can work together

Starter — First Wins

  • • 2 core automations (e.g., WhatsApp + lead routing)
  • • Basic CRM cleanup (fields + dedupe rules)
  • • Simple dashboard + alerts
Best for proving value quickly

Growth — Automation Suite

Recommended
  • • 5–8 automations across lead, sales & support
  • • Sequences, booking, routing + enrichment
  • • Dashboards + weekly ops review rhythm
Best for teams ready to scale

Ops+ — Custom Integrations

  • • Custom APIs/webhooks
  • • Data sync + backfills between tools
  • • Advanced QA + observability/monitoring
When your systems must behave like one

Deliverables

Every system comes with diagrams and SOPs, implemented inside your accounts, tested with real-world scenarios, and handed over with a simple admin runbook.

Automation strategy map (diagram + SOPs)
WhatsApp/chat assistant configured to your brand
Lead capture & routing (forms/chat/ads) with dedupe logic
CRM setup: fields, stages, owners, lifecycle rules
Follow-up sequences (WhatsApp/Email) + booking links
Dashboards: GA4 events + pipeline reporting
QA + fail-safes + alerts when something breaks
Loom handover + admin quick guide

Proof

Beecube Consulting (UK) — Booking Flow + Premium Positioning

Beecube sells SAP S/4HANA training via Zoom. We rebuilt their web experience to reduce friction from “interested” to “booked call” — with clearer structure, stronger credibility, and a smoother inquiry path.

• Clear offer and course structure for faster decision-making
• Cleaner booking/inquiry journey (less back-and-forth)
• Foundation ready for tracking and automation layers
Beecube Consulting case study

Process & timeline

1

Discover

Audit your current stack + bottlenecks. We pick the first 2–3 automations with the biggest ROI.

2

Design

Flow charts, routing logic, messages, and edge cases. You approve the system before build.

3

Build

We implement inside your tools (CRM, WhatsApp, email, webhooks). Tracking + alerts included.

4

Test & Launch

Dry runs, monitoring, fallbacks. Go live → observe → refine in week one.

Tools & integrations

We choose the lightest reliable path first—then add complexity only when it unlocks value.

Make/Zapier n8n Webhooks WhatsApp Cloud API Twilio HubSpot Zoho Pipedrive Notion Airtable Google Calendar Gmail/Outlook GA4 GTM Looker Studio Meta/Google Ads

FAQs

Can you build a WhatsApp bot that books meetings? +

Yes. We set up a branded assistant that greets, qualifies with short questions, and shares a booking link. High-intent chats can alert your team instantly.

Will this work with my existing CRM? +

Yes. We support HubSpot, Zoho, Pipedrive, Notion/Airtable stacks. We map fields, stages, owners and routing rules to keep data clean.

Do you replace my team? +

No. We remove repetitive tasks so your team focuses on conversations and closing. Bots handle triage; humans handle nuance.

What about privacy and security? +

We keep automations inside your accounts where possible, use least-privilege keys, and document what data is stored and why.

How fast can we launch? +

Starter goes live in 1–2 weeks. Larger suites take 3–5 weeks depending on tools, approvals, and complexity.

Who owns the system after launch? +

You do. We hand over diagrams, admin access notes, and Loom walkthroughs so your team can own the process.

Ready to stop losing leads?

Let’s map 2–3 quick wins and ship your first automations in weeks—not months.

Service

AI Automation Systems

We build practical automation that captures, qualifies, routes, and follows up with leads — so your pipeline stays clean and your team focuses on closing.

  • • Capture + qualify leads (web + WhatsApp) without delay
  • • Route leads to the right person + the right pipeline stage
  • • Follow-ups + summaries so deals don’t die silently
Team collaborating with automation dashboard
Lead → Booked Call System

What you get (and why it works)

More booked calls, less chasing

We wire your forms/chat/WhatsApp so qualified leads get the right next step: book a call, request a proposal, or get routed instantly.

Faster response time

Auto-replies + assignment logic means prospects get a useful response in seconds—not days.

Cleaner CRM and pipeline

We standardize fields, remove duplicates, and automate stage movement so your CRM becomes reliable—not a graveyard.

Human handoff when it matters

Bots handle triage and FAQs; your team gets alerted when the buyer is warm and ready.

Less ops busywork

No more copying data between tools. Your stack talks to itself—reliably and with fallbacks.

You own the system

Everything runs in your accounts. We document flows + hand over clean admin control.

We prioritize reliability: graceful fallbacks, alerts, and clean documentation—so the system doesn’t collapse the moment an API hiccups.

Popular use cases

WhatsApp lead capture
Click-to-WhatsApp campaigns with auto-greeting, intent tagging, and a booking link.
Website chat assistant
Answers FAQs, collects key details, and escalates to a human when needed.
Lead routing + assignment
Route by service, budget, location, urgency, or availability—without manual sorting.
Follow-up sequences
If no reply in 24h → reminder. If meeting booked → prep brief + confirmations.
CRM enrichment + dedupe
Normalize names/emails, dedupe records, enrich where appropriate, keep it tidy.
Reporting + alerts
Daily leads, stuck deals, and weekly snapshots in email/WhatsApp/Slack.

How we can work together

Starter — First Wins

  • • 2 core automations (e.g., WhatsApp + lead routing)
  • • Basic CRM cleanup (fields + dedupe rules)
  • • Simple dashboard + alerts
Best for proving value quickly

Growth — Automation Suite

Recommended
  • • 5–8 automations across lead, sales & support
  • • Sequences, booking, routing + enrichment
  • • Dashboards + weekly ops review rhythm
Best for teams ready to scale

Ops+ — Custom Integrations

  • • Custom APIs/webhooks
  • • Data sync + backfills between tools
  • • Advanced QA + observability/monitoring
When your systems must behave like one

Deliverables

Every system comes with diagrams and SOPs, implemented inside your accounts, tested with real-world scenarios, and handed over with a simple admin runbook.

Automation strategy map (diagram + SOPs)
WhatsApp/chat assistant configured to your brand
Lead capture & routing (forms/chat/ads) with dedupe logic
CRM setup: fields, stages, owners, lifecycle rules
Follow-up sequences (WhatsApp/Email) + booking links
Dashboards: GA4 events + pipeline reporting
QA + fail-safes + alerts when something breaks
Loom handover + admin quick guide

Proof

Beecube Consulting (UK) — Booking Flow + Premium Positioning

Beecube sells SAP S/4HANA training via Zoom. We rebuilt their web experience to reduce friction from “interested” to “booked call” — with clearer structure, stronger credibility, and a smoother inquiry path.

• Clear offer and course structure for faster decision-making
• Cleaner booking/inquiry journey (less back-and-forth)
• Foundation ready for tracking and automation layers
Beecube Consulting case study

Process & timeline

1

Discover

Audit your current stack + bottlenecks. We pick the first 2–3 automations with the biggest ROI.

2

Design

Flow charts, routing logic, messages, and edge cases. You approve the system before build.

3

Build

We implement inside your tools (CRM, WhatsApp, email, webhooks). Tracking + alerts included.

4

Test & Launch

Dry runs, monitoring, fallbacks. Go live → observe → refine in week one.

Tools & integrations

We choose the lightest reliable path first—then add complexity only when it unlocks value.

Make/Zapier n8n Webhooks WhatsApp Cloud API Twilio HubSpot Zoho Pipedrive Notion Airtable Google Calendar Gmail/Outlook GA4 GTM Looker Studio Meta/Google Ads

FAQs

Can you build a WhatsApp bot that books meetings? +

Yes. We set up a branded assistant that greets, qualifies with short questions, and shares a booking link. High-intent chats can alert your team instantly.

Will this work with my existing CRM? +

Yes. We support HubSpot, Zoho, Pipedrive, Notion/Airtable stacks. We map fields, stages, owners and routing rules to keep data clean.

Do you replace my team? +

No. We remove repetitive tasks so your team focuses on conversations and closing. Bots handle triage; humans handle nuance.

What about privacy and security? +

We keep automations inside your accounts where possible, use least-privilege keys, and document what data is stored and why.

How fast can we launch? +

Starter goes live in 1–2 weeks. Larger suites take 3–5 weeks depending on tools, approvals, and complexity.

Who owns the system after launch? +

You do. We hand over diagrams, admin access notes, and Loom walkthroughs so your team can own the process.

Ready to stop losing leads?

Let’s map 2–3 quick wins and ship your first automations in weeks—not months.