AI Lead Qualification & Handoff Workflow by Saurav ChowdharyAI Lead Qualification & Handoff Workflow by Saurav Chowdhary
AI Lead Qualification & Handoff WorkflowSaurav Chowdhary
Cover image for AI Lead Qualification & Handoff Workflow
I design and build a focused website-based intake workflow that qualifies enquiries and hands a structured brief to a human.
You receive: • One website intake or chat path • Up to five agreed qualification questions • A structured lead summary • One approved email, CRM-ready, or webhook handoff route • Fallback and human-escalation rules • Test scenarios, walkthrough, and handover notes • Fourteen days of fixes for the agreed workflow
Best for service businesses that need clearer enquiries before a salesperson, advisor, or dispatcher follows up.
Not included: live telephony, WhatsApp approval costs, third-party subscriptions, model or API usage, custom CRM development, regulated advice, or autonomous sending without approval controls. Linked examples are portfolio simulations, not live client deployments.
Starting at$1,500
Duration2 weeks
Tags
Chatbot
N8N
AI Automation
API Integration
Lead Generator
Workflow Automation
Service provided by
Saurav Chowdhary Mumbai, India
1
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AI Lead Qualification & Handoff WorkflowSaurav Chowdhary
Starting at$1,500
Duration2 weeks
Tags
Chatbot
N8N
AI Automation
API Integration
Lead Generator
Workflow Automation
Cover image for AI Lead Qualification & Handoff Workflow
I design and build a focused website-based intake workflow that qualifies enquiries and hands a structured brief to a human.
You receive: • One website intake or chat path • Up to five agreed qualification questions • A structured lead summary • One approved email, CRM-ready, or webhook handoff route • Fallback and human-escalation rules • Test scenarios, walkthrough, and handover notes • Fourteen days of fixes for the agreed workflow
Best for service businesses that need clearer enquiries before a salesperson, advisor, or dispatcher follows up.
Not included: live telephony, WhatsApp approval costs, third-party subscriptions, model or API usage, custom CRM development, regulated advice, or autonomous sending without approval controls. Linked examples are portfolio simulations, not live client deployments.
$1,500