Real estate

Portal and web leads sorted in personal trackers — win rates and first-touch speed stay opaque.

Illustrative model cases only. No real company names, engagements, or confidential figures.

Common pain points

Real estate (illustrative sample)

Challenge: Portal and web leads sit in personal spreadsheets — follow-up gaps and win rates stay invisible.
Improvement plan: Central lead inbox, priority scoring, follow-up reminders, and activity logs.
Build example: Lead inbox, status pipeline, automated follow-up nudges
Expected impact (reference): Reference ~50% faster first contact; ~half the follow-up misses
Typical timeline: 5–8 weeks

B2B sales (illustrative sample)

Challenge: Proposals, quotes, and discovery notes live in personal folders — low repeatability.
Improvement plan: Semi-automated discovery → proposal → quote flow with reusable templates.
Build example: Industry proposal templates, ROI estimates, PDF output, approval steps
Expected impact (reference): Reference ~45% faster proposals; ~10pt win-rate headroom
Typical timeline: 6–10 weeks

Turn discovery notes into proposal outlines and ROI drafts

From LINE friend add to lead capture and follow-up

Capability: LIFF intake + attribute tags + sales notifications (sample flow)
Sample input: Industry pick on LINE · three pain-point choices
Sample output: Lead card · recommended action · follow-up reminder
Expected effect (reference): Fewer missed leads · less tribal follow-up risk (reference)
Typical timeline: 5–8 weeks

From discovery to prioritized improvements and ROI ranges

Capability: 10-minute questionnaire scores ops, profit, and automation headroom
Sample input: "Two hours daily on stock checks" · "Quotes depend on one person"
Sample output: Top 3 themes · expected impact range · next steps (estimate/report)
Expected effect (reference): Clearer improvement priorities · next-step focus (reference)
Typical timeline: Same day–2 weeks (diagnosis to proposal)

See improvement priorities and next steps tailored to your industry — indicative ranges only.