Dekundy GroupAI Advice & Implementation

Industries

See what this could look like in a business like yours.

Better systems are much easier to picture when they are applied to a real workflow rather than described in the abstract. Pick the business that sounds closest to yours. If none of them does, the audit works from your situation either way.

  1. 01

    Home & local services

    Turn every new enquiry into a process, not an inbox notification.

    Sound familiar?

    • Enquiries arrive in five places
    • The first reply depends on the van
    • Quotes go out and go quiet
    • HVAC
    • Roofing
    • Plumbing
    • Electrical
    • Landscaping
    • Cleaning
    See the home & local services pageTry the LeadFlow demo
    leadflow / inbox

    Incoming leads

    3 new
    • Harbour DentalWebsite and intakeNew
    • Kessler & VanceCRM cleanupQualified
    • Northline LogisticsReportingAssigned

    Harbour Dental

    Awaiting approval

    AI summary

    Two-location dental practice. Wants online booking and a way to stop enquiries going unanswered. Decision maker on the call. Timeline: this quarter.

    Owner

    J. Okafor

    Next step

    Call by Thu 14:00

    1. Captured
    2. Qualified
    3. Routed
    4. Reply
    5. Monitor
  2. 02

    Professional services

    Keep the expertise human. Systemise everything around it.

    Sound familiar?

    • Research starts from zero every time
    • Onboarding is reinvented per client
    • The answer exists, somewhere
    • Consultancies
    • Agencies
    • Accounting practices
    • Legal practices
    • Recruiting firms
    • Business-services firms
    See the professional services pageTry the ClientFlow demo
    onboarding / new-client

    Intake form

    Submitted
    Company
    Bramble & Co. Accounting
    Service
    Bookkeeping, monthly
    Entities
    2
    Start
    1 October

    AI classified as: Standard onboarding, tier 2

    Onboarding steps

    Automation
    • CRM account created
    • Engagement letter generated
    • Welcome email sent from template
    • Tasks assigned to onboarding lead
    • Fee schedule confirmationReview
    • Kick-off call scheduling
    Onboarding progress67%
  3. 03

    B2B sales teams

    Give your sales team more time to actually sell.

    Sound familiar?

    • Research eats the morning
    • The CRM is updated later
    • Follow-up depends on the rep
    • Founder-led sales
    • Small sales teams
    • Business development
    • Account executives
    • Sales operations
    • B2B companies with a CRM
    See the b2b sales teams pageTry the LeadFlow demo
    leadflow / inbox

    Incoming leads

    3 new
    • Harbour DentalWebsite and intakeNew
    • Kessler & VanceCRM cleanupQualified
    • Northline LogisticsReportingAssigned

    Harbour Dental

    Awaiting approval

    AI summary

    Two-location dental practice. Wants online booking and a way to stop enquiries going unanswered. Decision maker on the call. Timeline: this quarter.

    Owner

    J. Okafor

    Next step

    Call by Thu 14:00

    1. Captured
    2. Qualified
    3. Routed
    4. Reply
    5. Monitor

Demonstrations use synthetic data and are not client case studies.

Not one of these? Start with the problem instead.

The CA$49 AI & Efficiency Audit works from your situation, whatever the business and whether or not you have one. Describe what you are trying to improve and receive a human-reviewed plan showing what to prioritise and what to do first.

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