AI-Driven Lead-to-Close Automation

I run a Managed IT Services company and want to take the entire lead-to-close journey off my team’s plate. The goal is to install an AI-powered workflow that discovers prospects, captures and qualifies them, then keeps the conversation moving until a human is genuinely needed.

Scope
• Lead Generation – The system should automatically identify potential clients in our target industries, pull their contact data into our CRM (HubSpot; open to Salesforce or Zoho if the stack you propose makes sense), and score each lead in real time using firmographic and intent data.
• Follow-Up Communication – Once a prospect is in the pipeline, I need smart sequencing: personalised emails, LinkedIn touches, and calendar-ready meeting slots triggered by behaviour. Think ChatGPT-powered copy, Zapier/Make routing, and Power Automate or similar for orchestration.

Deliverables (all need to be fully functional)
1. Data-gathering and enrichment scripts or APIs that feed new leads into the CRM.
2. Qualification model or rule set that tags, scores, and prioritises opportunities automatically.
3. Multi-step follow-up sequence (templates + logic) that adapts tone and timing based on lead activity.
4. Dashboard or report that shows funnel metrics from first touch through hand-off to sales.
5. Clear hand-over documentation so my team can tweak prompts, rules, or audiences without coding.

Acceptance
A test batch of 100 raw contacts must flow end-to-end, with at least 90 % correctly captured, scored, and sequenced, and every stage visible in the dashboard.

If you have solid experience weaving together tools like OpenAI, HubSpot, Zapier/Make, and LinkedIn automation, I’m ready to move quickly.