01 / Context & problem
The operation had outgrown its manual handoffs.
Every incoming lead required manual research, interpretation and routing before anyone could respond.
02 / Existing process
Work moved, but the process was hard to see.
Form submissions landed in a shared inbox. One person researched the company, judged fit, updated the CRM and asked a sales lead who should own it.
03 / Automation architecture
A connected flow with clear control points.
01
Inbound form
02
Company enrichment
03
Intent classification
04
CRM update
05
Owner assignment
06
Follow-up
04 / Solution
Automation where repetition ends, people where judgment begins.
AtLoop designed a workflow that enriches each lead, classifies intent against agreed criteria, assigns priority and prepares a personalised response path.
Human checkpoints
- Sales reviews low-confidence classifications
- Account owners approve strategic outreach
05 / Outcome
A more reliable process, without invented metrics.
Faster first response
Less manual qualification
More consistent lead routing