Page 1 — Verdict
Prepared for Marcus · Brightfold Agency
An AI Employee for your lead follow-up — workflow assessment
You're losing roughly 12 hours a week to manual lead chasing — work an AI Employee could absorb almost entirely.
Time lost / week
12 hrs
Across 3 people chasing, enriching and logging inbound leads
Annual cost of that time
$31,000
Loaded salary cost of the hours going to manual follow-up
The follow-up itself isn't complex — it's enrichment, a personalised first message, and a CRM update on a tight clock. That's exactly the repetitive, computer-bound work an AI Employee handles end to end, leaving your team to step in only when a lead replies.
1
Time recovered across the team
+ $2,580
2
Faster response → more closes
+ $1,900
Cost of waiting
Every month the setup stays manual is roughly a month of that upside left on the table.
$3,280
Page 2 — In your own words
What you told me
When I asked where the process breaks, you said:
"By the time someone gets round to a new lead, it's often been a day or two — and half of them have already gone cold."
That's the core of it. The work isn't hard, it's time-sensitive — and time is exactly what a three-person team juggling delivery doesn't have. The cost isn't the hour of admin, it's the leads that quietly die while the admin waits.
The shape of the problem
›
1–2 days
Avg. time to first contact
›
The diagnosis
This isn't a sales problem, it's a speed problem. The leads are there — they're being lost to a delay an AI Employee removes by responding in minutes, not days.
Page 3 — Workflow
Where the time goes — and where it stops going
Your follow-up today, then the same flow with an AI Employee carrying the repetitive parts.
NowToday's process
ManualLead lands in inbox / form
ManualSomeone notices it (eventually)
ManualLook up company + contact
ManualWrite + send first message
ManualLog it in the CRM
~0
1–2 days
8 min
10 min
3 min
The slow step isn't the work — it's the 1–2 day wait before anyone starts. That gap is where nearly half your leads go cold.
Manual Your team, by hand
AI AI Employee
Team Human, by choice
↓With an AI Employee carrying steps 1–4 automatically, in minutes
AfterWith an AI Employee
AILead arrives → instantly detected
AIAuto-enriched + personalised reply sent
AICRM updated automatically
TeamYou step in only when they reply
Same pipeline, same tools — but the team only touches a lead once it's warm and replying. The 1–2 day gap disappears.
Page 4 — The build + investment
What building this looks like
A four-week build, then it runs itself
A rough shape, not a fixed quote — Pete tightens this once he's seen your exact stack on the call.
Week 1
Map your real lead sources and CRM, agree the message tone, and connect the tools. Nothing changes for your team yet.
Week 2
Build the enrichment + reply flow against live leads in a safe sandbox. You review the drafts the AI Employee would have sent.
Week 3
Go live on a slice of inbound — you approve each send at first, then loosen the reins as it proves itself.
Week 4+
Full autonomy on follow-up. Team steps in only on replies. Tune and expand to other lead sources as you like.
Rough investment
Lean MVP that solves the core follow-up problem and proves the system before you scale it.
Setup Estimate
$4,000–8,000
Monthly Estimate
$500–2,000
Against ~$3,280/mo of recovered time and closes, the lean build pays for itself inside the first quarter at your volume. Pete can scope a larger build at the call if you want more from day one.
Page 5 — Your next step
Your next step
You're booked in. Here's what happens on the call.
20 minutes with Pete. No pitch — just the next layer of detail on your exact setup.
Confirmed
Pete · ScaleUP
Founder, builds the AI Employees himself
Thu 29 May
2:00 pm BST
20 minutes
What we'll cover
01
Your exact stack
Where leads land, what CRM you run, how the handoff works today.
02
Real figures
Pete refines the rough ranges in this report by 20–30% once he sees the detail.
03
What to build first
The lean slice that proves it fastest, and what comes after.
04
Whether it's worth it
An honest read — if it's not a fit yet, Pete will say so.
What won't happen
No hard sell·No 14-slide deck·No pressure to decide on the call