The lead packet
An AI assistant that researches every enquiry before you call
Every new enquiry, researched before you call. When something comes in, one Hand finds out who they are, another writes the brief, and it is on your desk before the call.
What you'd say
Anyone new who writes in, have a packet ready before I ring them.
When it runs
Runs when one arrives.
What it uses
Gmail a browser
Wants your mail.
Where it stops and asks
It researches and writes the brief. It does not reply to the enquiry; the first contact is yours.
How it goes
The running order.
Every step lands in the record with a time and a source, so you can read what it did instead of asking.
- Notice the enquiry
- Research them
- Write the brief
- Put it on the desk
Questions
The ones that come up first.
How does it notice an enquiry?
From your inbox or the form that feeds it. When something new arrives, one Hand finds out who they are and another writes the brief.
What is in the packet?
Who they are, what they do, what they have asked before, what the record says, and the question to open with. On your desk before the call.
Can it reply for me?
Not from this job. Pair it with triage if you want an acknowledgement sent, with your approval.
Who hands this over most
Popular with these businesses.
Who has bought industrial in this submarket in the last two years?
Nothing goes to a client until you have read it.
Which of our loans mature in the next ninety days, and which borrowers have not been contacted?
Nothing goes to a borrower until you have read it.
Scope this brief against what we charged Kessler and tell me where we lost money last time.
Nothing goes to a client until you have read it.
Next to it on the list
Often handed over together.
Make it your first job.
Sign in, start a Hand, and paste the ask from the top of this page. Plans start at $20 a month, with work included.
