Core deliverables
- Lead intake review
- Lead summary format
- Follow-up question prompts
- Email or spreadsheet handoff
- Human review step
Service
AI Lead Assistant
Capture inquiries, summarize the request, and prepare faster next steps.
Starting from $900 CADTypical pilot: 1–2 weeks depending on toolsHuman review included
Best fit
Who this is for.
Service businesses that receive leads from website forms, email, voicemail notes, portals, or spreadsheets.
Starting rangeStarting from $900 CAD
Typical timelineTypical pilot: 1–2 weeks depending on tools
First stepStart with the free audit so the workflow is clear before build work.
Problems this can fix
- Missed inquiries
- Slow first response
- Incomplete customer details
- Leads scattered across tools
What is included
A practical build, not a mystery tool.
Taskmelo keeps the scope clear so your team understands what the workflow does, what information it uses, and where human review belongs.
Safe rollout
The workflow is designed with clear boundaries, no unnecessary sensitive data, and a review step before important customer-facing or operational actions.
Example flow
How this workflow usually moves.
Each project is adapted to your tools and team, but the logic stays simple: capture, organize, review, and act.
AI Lead Assistant
Human reviewSimple pilot workflow
Inquiry arrivesA form, email, or note comes into the workflow.
AI organizesKey details, urgency, missing information, and suggested next steps are summarized.
Team reviewsA staff member confirms the details and decides what to send.
Follow-up moves fasterThe lead receives a clearer and faster response.
Start safely
Review this workflow before building.
Book a Free AI Workflow Audit and we will identify whether this service is the right starting point for your business.