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aterocapADVANCED TECHNOLOGY

AI SOLUTION 02

AI Lead and Follow Up Assistant

Turn incoming inquiries into organized next actions.

Pilot planning · Discuss your scope and delivery timing

What the solution does

An assistant that summarizes inbound inquiries, identifies relevant service interests, drafts approved follow-up messages, and updates a defined pipeline through authorized integrations. Rules handle record validation and routing; AI supports interpretation and drafting.

A good fit for

Businesses with inbound inquiries, a named sales owner, and an existing process for contact permissions and follow-up.

Included in the engagement

  • Lead field map, pipeline stages, and routing rules
  • AI inquiry summaries and approved follow-up draft templates
  • One defined review and approval process before external sending
  • Integration testing, duplicate controls, failure handling, and owner training

Defined operating boundaries

Human approval is required for outgoing messages at initial launch. Any later automatic sending needs a separately approved policy, permissions, suppression handling, and end-to-end tests.

Separately scoped work

  • Purchased lead lists, cold-email campaigns, or consent determination
  • Guaranteed appointments, lead scores predicting purchase, or sales conversion
  • Replacing the entire CRM or migrating unrestricted historical records
  • Unreviewed autonomous messages or unrestricted access to mailboxes

INDICATIVE USD PRICING

Scope the setup.
Choose continuing support.

Planning ranges below are proposed Aterocap fees. A written proposal confirms the actual scope, price, schedule, and payment terms. Model usage, hosting, software licenses, messaging, taxes, and third-party charges are separate unless expressly included.

Essentials

$3,500–$6,500 one-time implementation

$350–$650 per month for optional support

  • Inbound sources: 1
  • CRM or pipeline destinations: 1
  • Follow-up workflows: 1
  • Routing rules: 3
  • Approved message templates: 3
  • Monthly design volume in leads: 500

1.5 included support hours per month

Core

$7,500–$14,000 one-time implementation

$800–$1,500 per month for optional support

  • Inbound sources: 2
  • CRM or pipeline destinations: 1
  • Follow-up workflows: 2
  • Routing rules: 8
  • Approved message templates: 8
  • Monthly design volume in leads: 2000

4 included support hours per month

Advanced

$16,000–$30,000 one-time implementation

$1,800–$3,200 per month for optional support

  • Inbound sources: 3
  • CRM or pipeline destinations: 2
  • Follow-up workflows: 4
  • Routing rules: 15
  • Approved message templates: 15
  • Monthly design volume in leads: 5000

8 included support hours per month

Support hours cover agreed maintenance and review work; unused capacity does not roll over unless agreed in writing. Additional scope requires an approved change. No revenue, conversion, staffing reduction, or error-free AI outcome is guaranteed.

What we check before launch

These are proposed acceptance targets for an agreed test set. They are not claims about a deployed product or guarantees of real-world performance.

A practical starting point

Choose one need.
Define the right pilot.

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