Name and logo are withheld under NDA. This was a client engagement, not a concept project.
Starting problem
What was taking too long.
Sales staff qualified inbound requests by email and spreadsheet. Leads arrived incomplete, so the same questions were asked again before anyone could decide whether to take the work.
Our work
What the team delivered.
We built a guided intake form, a qualification flow, and an admin review queue with email notifications. The team was one project lead, two developers, and a designer. The stack was PHP, MySQL, and JavaScript.
Outcome
What the client reported.
The client reported that briefs reaching the sales team were more complete, so qualification needed less back-and-forth. That feedback came from the review at the end of the 8–10 week engagement. We do not have a published count of leads or hours saved.
Visual evidence
A labelled demonstration.
The client has not approved a screenshot of their live system. The picture below is a demonstration of the kind of screen we built. It is not their interface and it does not show their data.
Demonstration — not a client screenshot
AI Lead Qualification
B2B Services · 8-10 weeks
Discovery workshop
Responsive UI
Admin workflow
Analytics setup
Delivery
Features and how the pieces fit.
Features
Discovery workshop
Responsive UI
Admin workflow
Analytics setup
Security review
Architecture
Frontend experience
Backend/API layer
Database
Analytics
Security controls
Before
Manual workflows
Limited reporting
Unclear user journey
Slow follow-up
The new intake flow gave us cleaner briefs and made it easier to decide which projects to take on.
A B2B services sales team Quote from the project record. The speaker’s name is not published under the NDA.
A similar problem?
Tell us what is slow in your team today.
We will say whether a first version like this fits, and what we would need from you.
