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Microgentic

Managed digital operations

Lead Management & Follow-Up Workflows

Opportunities slip away when they arrive from different places and nobody follows up in time. We organize your inbound leads, summarize what matters, and keep follow-up moving — with AI drafting and people reviewing.

An inquiry can arrive successfully and still be missed if it has no owner or next step. A lead workflow connects capture, review, response, and follow-up so that status is visible across the agreed inquiry sources.

Discuss this workflow

Scope

What the work can include.

Your proposal selects the work, tools, timing, and cost for your process. These service areas are not an automatic package or a guarantee that every integration is available.

Approach

How to make the process manageable.

  1. Step 1

    Map the intake

    Identify each source in scope and the information needed to review an inquiry. Define what counts as a new lead, how duplicates are handled, and where incomplete records go.

  2. Step 2

    Assign the next decision

    Organize the inquiry, prepare a summary or draft response where useful, and identify the person responsible for review. Keep qualification and sensitive replies under human control.

  3. Step 3

    Track follow-through

    Use clear statuses and reminders to show which inquiries need attention. Review outstanding work and response timing before adding further automation.

Inputs, approvals, and measurement.

What you provide
Your inquiry sources, qualification criteria, current follow-up process, and who owns each next step.
Human approval
People review suggested replies and decide which opportunities need a personal conversation.
How to review progress
Track inquiry capture, time to first response, follow-up status, and accepted opportunities against a defined starting point.

Questions to settle before starting.

Does this replace our sales judgment?

No. Organizing information and suggesting replies can reduce repetitive work, while your qualification criteria and approval rules determine what happens next.

Can existing tools stay in place?

The first step is to review the tools and records you already use. Available access and integration methods determine whether they can support the intended workflow. A replacement tool is not assumed.

How do we know follow-up is improving?

Define when the response clock starts and stops, which records count, and the comparison period. Review response time alongside unresolved inquiries and follow-up completion; a faster draft alone is not a completed response.

See the engagement process →

Related service areas

Start with the process you want to improve.

Describe the current steps and the outcome you want. We can review the scope and a practical first implementation.

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