AUTOMAZIONE IA

Automazioni e integrazioni con IA

Automatizziamo il lavoro ripetitivo, colleghiamo gli strumenti e manteniamo attivo il follow-up, senza bisogno di un team tecnico.

Per founder, vendite, reception, operations e back office. Esecuzione visibile: routing più pulito, follow-up migliore e meno lead persi, con strumenti che chiunque può gestire.

Prenota una call sull’automazione Vedi un esempio reale

Per vendite, operations, reception e founder, non solo per il management

Workflow in pratica

Esecuzione visibile dal primo contatto al follow-up.

01 Entra il lead

02 L’IA qualifica

03 CRM e task

04 Responsabile assegnato

Prequalifica di lead e meeting

Creazione di CRM, task e follow-up

Smistamento inbox, alert e handoff interni

Casi reali

Cosa automatizziamo davvero, in ogni settore

Esempi reali di cliniche, consulenze, servizi B2B, agenzie e team operativi. Ogni caso elimina ore di lavoro manuale ogni settimana.

▼ Apri ogni caso per vedere il prima / dopo

01 Weekly reports that write themselves Admin / Ops ~3h/week recovered per manager

Prima

Every Monday, the ops manager spends 3 hours pulling data from 4 different tools (sheets, CRM, email, accounting) to build the weekly status report.

Dopo

Report auto-generated every Sunday night. Arrives in inbox at 8am with KPIs, alerts, and decisions needed — one page, ready for the Monday meeting.

02 Instant first response to any inbound Reception / Inbox First response under 5 min, 24/7

Prima

A prospect, client, or patient sends a WhatsApp or email. It sits unanswered for 2–4 hours. By the time someone replies, they have moved on.

Dopo

Message classified in seconds. Immediate acknowledgment sent. Routed to the right person with context. Response time under 5 minutes, 24/7.

03 Appointment reminders and patient follow-up Clinics / Services No-shows cut by ~60%, dormant clients reactivated

Prima

A clinic, dental practice, or beauty salon loses 15% of bookings to no-shows. Inactive clients are never re-contacted because no one has time to call each one.

Dopo

Automatic appointment reminder 24h before (WhatsApp + email). After-visit follow-up message. Inactive clients get a personalized re-activation message at 3 and 6 months.

04 Outbound prospecting with real context Business Dev 2 days/week of manual search removed

Prima

A business developer spends 2 days a week searching LinkedIn, company sites, and directories to find and qualify decision-makers in a target segment.

Dopo

AI scans sources daily, extracts structured contact info, enriches with company context (recent news, size, tech stack), and drops a qualified list into the CRM ready for outreach.

05 Quote follow-up without chasing B2B Services +20–40% quote-to-close rate

Prima

A services firm sends 30 quotes a month. Half go silent. The team intends to follow up but nobody owns it — and deals die in the inbox.

Dopo

7 days after sending: automatic personalized follow-up with a soft nudge. 14 days: a second variation. Every reply routed back to the right person. Conversion +20–40%.

06 Meeting summaries + next actions Any team ~45 min per meeting recovered

Prima

A 1h call. Someone takes rough notes. Action items are lost, owners unclear, and the same topics resurface in the next meeting.

Dopo

The recording is transcribed, summarized, and turned into a clean note with decisions, owners, and deadlines — posted to Notion/Drive/Slack and emailed to participants in under 10 minutes.

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TOOLS & PLATFORMS