AI program — Small business sales pipeline — 14 hours

Connect an inbound inquiry to a structured record and a next action for review.

Scope and booked hours

One inquiry source, one CRM and one pilot workflow; up to 20 test cases; available standard connectors.

Target deliverables

Planned verification

Twenty tests check fields, duplicates and pipeline stages; a person approves external actions.

Measurement

Data entry time, inquiries lacking follow-up and missing fields.

What to prepare

A compatible CRM, authorized admin access and defined qualification criteria.

Offer-specific exclusions

List purchases, automated prospecting, custom connectors and revenue guarantees are excluded.

Terms

One cart unit reserves all the hours shown for this offer. This is a time-based service: listed deliverables are the target scope, subject to access and source checks. Priorities and scheduling are agreed before kickoff. Preparation, testing and handover time are included in the total. No additional hours are billed without approval. Remote, non-physical service with no shipping. Prices are in Canadian dollars, plus applicable taxes. Third-party licences, subscriptions, API fees and hosting are excluded. Only authorized data may be used; AI outputs require human review. No savings, sales or performance are guaranteed. Independent training and services provided by Inovago.