- Trigger
- Inbound lead (form, marketplace, email, store, call).
- Inputs
- Identity, channel, stated need or cart, existing CRM history.
- Tools
- CRM · Email · Forms · Commerce APIs
- Deliverable
- Scored lead file, next action proposed, CRM updated.
- Human validation
- Sales validates thresholds, discounts and customer contact.
- Never does
- It does not commit off-grid pricing or send a binding offer.
- We measure
- Time to first qualification and share of leads handled without human chase-up.
- Trigger
- CRM due date, open quote, abandoned cart, customer silence.
- Inputs
- Opportunity status, last exchange, cadence rules.
- Tools
- CRM · Email · SMS / helpdesk
- Deliverable
- Prepared, logged follow-up — sent only inside the allowed frame.
- Human validation
- Sales owns sensitive accounts and strategic follow-ups.
- Never does
- It does not chase outside cadence or invent a commercial commitment.
- We measure
- Share of opportunities followed up on time and sales load absorbed.
- Trigger
- Ticket, chat or email: tracking, return, after-sales.
- Inputs
- Order status, return policy, customer history, brand tone.
- Tools
- Helpdesk · Commerce platform · ERP · CRM
- Deliverable
- Framed L1 answer, or an escalation pack ready for CX.
- Human validation
- Out-of-policy refunds, disputes, goodwill gestures.
- Never does
- It does not refund outside scope or break brand voice.
- We measure
- L1 volume absorbed and out-of-policy escalation rate.
- Trigger
- New SKU, missing attributes, merchandising campaign.
- Inputs
- PIM, specs, policies, assets and mandatory notices.
- Tools
- PIM · CMS · Docs · Catalog APIs
- Deliverable
- Draft product sheet / FAQ ready for merchandising review.
- Human validation
- Publish, marketing claims and regulated notices.
- Never does
- It does not invent attributes or publish without review.
- We measure
- Time to update a sheet and catalog gaps flagged.
- Trigger
- Store question, internal ticket, stockout alert.
- Inputs
- Banner processes, stock, promo calendar, site rights.
- Tools
- ERP / POS · Intranet · Email · Ticketing
- Deliverable
- Process answer or escalation pack for category / HQ.
- Human validation
- Assortment calls, network exceptions, banner communication.
- Never does
- It does not change shelf price or decide a sensitive replenishment.
- We measure
- HQ response time and process tickets resolved without an expert.
- Trigger
- Day, week or campaign close.
- Inputs
- Sales, stockouts, basket, channels, report template.
- Tools
- ERP · BI / exports · Docs · Email
- Deliverable
- Draft report and gap alerts — not published.
- Human validation
- Management commentary, calls and send-out.
- Never does
- It does not send to the network or replace commercial judgment.
- We measure
- Time to prepare the report and gaps caught before review.