Market Leaders Workflow Starters

Four packaged workflow starters with immediate commercial upside.

These are proven entry points for businesses that want faster response, cleaner handoffs, better conversion, and lower admin drag. Each offer is framed as a business workflow deployment, not a generic chatbot subscription.

Offer framing

Packaged business entry points that can be piloted fast and scaled properly.

Each workflow starter is available through the same commercial model: Pilot Launch for a controlled first deployment, Production Build for a broader live workflow, and Managed Optimisation where you want ongoing tuning, reporting, and change support. All options include scoping, workflow design, implementation, testing, training, and rollback planning.

Lead-to-WhatsApp Agent icon

🔗 Lead-to-WhatsApp Workflow

Best for: businesses losing warm leads in WhatsApp, slow first-response environments, or inconsistent handoff to sales.

A WhatsApp-first lead handling workflow that replies instantly, qualifies enquiries, captures the right detail, and hands clean summaries into the next step. Built for conversion, speed, and fewer missed opportunities.

What it does

  • Connects to your WhatsApp Business number and intake rules
  • Answers common questions using your service, pricing, and handoff logic
  • Captures lead detail, urgency, budget, and intent
  • Routes to your team, booking step, or quote path with a structured summary

Commercial upside

  • Fewer lost WhatsApp leads and faster response at the point of enquiry
  • Higher conversion from the same inbound traffic
  • Less manual back-and-forth before the team steps in

Typical ROI profile

  • Strong fit where lead speed matters and missed messages cost revenue
  • Often pays back through one or two recovered jobs or clients, depending on deal value

Pricing approach

  • Pilot Launch: from £3,500 fixed fee
    One-number deployment, qualification flow, live handoff, controlled launch
  • Production Build: from £6,500 fixed fee
    Multi-step routing, CRM/writeback, broader policy coverage, reporting
  • Managed Optimisation: from £1,250/mo
    Ongoing tuning, follow-up logic, reporting, and controlled improvements after go-live
Lead-to-Meeting Agent icon

🔗 Lead-to-Meeting Workflow

Best for: service businesses, sales teams, and consultative offers where booked calls are the core conversion event.

A lead qualification and meeting-booking workflow that captures intent, routes to the right calendar, follows up when people stall, and writes cleaner data back into your pipeline.

What it does

  • Captures leads from site chat, forms, or landing pages
  • Qualifies and routes to the right calendar or owner
  • Follows up until booked, paused, or disqualified
  • Writes cleaner records into CRM or a managed lead sheet

Commercial upside

  • More booked calls from the same traffic
  • Less leakage between enquiry and scheduled conversation
  • Cleaner pipeline with less admin overhead

Typical ROI profile

  • Strong fit where response speed and lead discipline directly affect revenue
  • Usually justifies quickly where one extra closed deal covers the build cost

Pricing approach

  • Pilot Launch: from £2,750 fixed fee
    Single-channel capture, qualification, one booking path, controlled pilot
  • Production Build: from £5,500 fixed fee
    Multi-channel intake, CRM integration, follow-up logic, reporting
  • Managed Optimisation: from £950/mo
    Conversion tuning, routing changes, reporting, and incremental workflow upgrades
Support Inbox Triage + Draft Agent icon

🔗 Support Inbox Triage + Draft Workflow

Best for: support teams, operations teams, and shared inbox owners dealing with volume, backlog, or uneven response quality.

A triage and drafting workflow that reads inbound support traffic, prioritises it, suggests next actions, and prepares draft responses for approval. Built to reduce queue drag without removing control.

What it does

  • Reads support inboxes or ticket queues
  • Classifies, prioritises, and routes by issue type or urgency
  • Drafts replies using your policies, tone, and escalation logic
  • Maintains approval-before-send where human review is needed

Commercial upside

  • Lower backlog and faster customer response
  • More consistent handling across the team
  • Less context switching and repetitive drafting work

Typical ROI profile

  • Strong fit where inbox handling is consuming expensive team time
  • Usually justified through time recovered, SLA improvement, and reduced operational drag

Pricing approach

  • Pilot Launch: from £2,950 fixed fee
    One inbox or queue, triage rules, draft workflow, controlled pilot
  • Production Build: from £5,750 fixed fee
    Broader routing, ticket integration, escalation logic, ops reporting
  • Managed Optimisation: from £1,150/mo
    Template tuning, routing refinement, reporting, and staged operational improvement
Proposal + SOW Generator Agent icon

🔗 Proposal + SOW Workflow

Best for: agencies, consultancies, and service teams where quoting speed and scope consistency matter commercially.

A proposal-generation workflow that turns notes, calls, transcripts, or intake forms into structured proposals and statements of work with cleaner scope, options, and next-step comms.

What it does

  • Converts notes, transcripts, or briefs into proposal drafts
  • Builds scope, assumptions, timelines, options, and next-step emails
  • Improves consistency across commercial documents
  • Can feed into document output and approval tools

Commercial upside

  • Faster turnaround from conversation to quote
  • Less founder or senior-team time spent drafting
  • Cleaner scoping and fewer avoidable disputes later

Typical ROI profile

  • Strong fit where slow quoting or inconsistent proposals are stalling conversion
  • Typically justified by time saved, increased proposal throughput, and tighter scope control

Pricing approach

  • Pilot Launch: from £2,750 fixed fee
    One proposal flow, one template family, controlled pilot build
  • Production Build: from £5,250 fixed fee
    Multiple templates, document output, handoff integration, reporting
  • Managed Optimisation: from £950/mo
    Template refinement, commercial logic updates, reporting, and workflow extensions
All four starters can begin as a fixed-scope pilot before wider rollout

Typical extensions

Channels and routing

  • Additional channels or inboxes from £500
  • Extra handoff paths or approval routes from £750
  • CRM or ticketing integration enhancements from £1,000

Control and reporting

  • Operational reporting packs from £350/mo
  • Advanced exception logic from £750
  • Leadership KPI summaries from £500/mo

Support and rollout

  • Priority support from £350/mo
  • Staged team rollout from £1,250
  • Ongoing optimisation retainers quoted to scope
Reg @ The Edge