Enquiry follow-up
Capture new enquiries, route them to the right person, prepare a response and keep track of what still needs attention.
For teams missing leads between inboxes and spreadsheets.AI automations for businesses.
NAIS can help with the work around your business: customer enquiries, quotes and invoices, operations, marketing, websites and AI-assisted products. Pick a useful starting point; we scope the tools and safeguards around you.
One workflow at a time01 / 03
01Incoming work
Enquiry, quote or campaign
02Organised workflow
AI where useful, reviewed by people
03Clear next action
The right person stays in control
Illustrative workflow, not a finished product or promised result.
What NAIS can help you do
The practical work behind a growing business.
From the first lead to daily operations and digital products, we can research, design, build and support a focused solution with you. These are service directions to scope together—not a claim that every tool or integration is already installed.
01 / Sales & customers
Keep customer work moving.
Quoting and proposals
Turn approved product or service details into consistent draft quotes, track follow-ups and keep pricing decisions with your team.
For businesses rebuilding similar quotes by hand.Invoicing and payment follow-up
Prepare invoice data from approved jobs or orders, flag missing information and schedule reminders for review before sending.
For handoffs between completed work, billing and payment tracking.Orders and admin
Move approved order details into internal checklists, notifications and the next handoff without copying the same information again.
For repeat order, fulfilment and back-office steps.CRM and sales follow-up
Organise lead stages, next actions and draft follow-ups so your team can see which opportunities need attention.
For sales conversations spread across inboxes and notes.Bookings and reminders
Design booking, confirmation and reminder flows around your calendar and customer permissions, with a clear route for changes.
For appointments that need fewer manual handoffs.02 / Operations & data
Make information easier to use.
Document intake
Organise incoming forms or files, extract the fields that matter and send exceptions to a person for review.
For high-volume paperwork that still needs judgement.Knowledge assistants
Help your team find answers in approved internal material, with sources and a clear handoff to a human when uncertain.
For policies, procedures and recurring team questions.Reporting and reminders
Bring together agreed data, highlight missing actions and produce a readable update instead of another spreadsheet chase.
For follow-ups and updates that slip through the cracks.Data entry and cleanup
Prepare repeatable imports, check duplicates and organise approved records so your team can review changes before they are applied.
For spreadsheets and systems that have drifted apart.Review and approval flows
Route draft documents, requests or exceptions to the right person with a visible decision trail and a clear next step.
For work that should never be sent or changed unchecked.System integrations
Connect permitted tools and move agreed data between them, with validation, access controls and failure handling designed in.
For processes split across several approved systems.03 / Marketing & content
Connect the campaign to the next action.
Google Ads workflows
Plan and organise campaign inputs, prepare copy variants and reporting, then review changes and spend with the account owner before anything is published.
For teams needing a clearer campaign and lead-review process.Marketing automation
Connect consented leads to segmented follow-up drafts and campaign checklists, with approvals before customer messages go out.
For useful follow-up without indiscriminate mass messaging.Clips for socials
Turn approved longer recordings into short clip candidates with captions and formats for review before publishing.
For making more use of content you already own.SEO and website content
Audit pages and search intent, then draft clearer copy and useful content for review before updating the site.
For businesses whose website does not explain their offer clearly.Campaign creative
Prepare concepts, visuals, copy and landing-page variants using approved brand material, with a person signing off before release.
For campaigns that need coherent assets across channels.Prospect research and outreach drafts
Find relevant businesses, check public contact details and prepare tailored outreach for your team to approve and send.
For a sales pipeline grounded in real opportunities.04 / Websites & AI products
Make the digital experience useful.
Website-to-workflow handoff
Connect a site's contact or order journey to an authorised back-office process, with consent and secure access in place.
For a website that needs a reliable next step behind it.Website audits and improvements
Review mobile usability, clarity, speed and enquiry paths; implement agreed changes in a reviewable release.
For a website that looks fine but is hard to use.Online shop improvements
Improve product discovery, cart and order journeys, then connect approved back-office steps where they help.
For shops losing customers to avoidable friction.Web applications and portals
Design and build focused dashboards, client portals or internal tools around a real workflow, starting with a testable core.
For work that has outgrown spreadsheets.Mobile app pilots
Prototype a mobile experience, test its core interaction and scope platform integrations before a wider release.
For ideas that need to work on the move.Custom and managed AI assistants
Design and support an assistant for approved knowledge, customer questions or internal tasks, with access limits, review and escalation to people.
For recurring work that benefits from a supervised AI teammate.How we start
A focused pilot before a bigger system.
We map the current handoffs, agree what data can be used and build one small flow your team can actually test. Integrations, privacy, costs and ongoing support are scoped with you; AI suggestions are reviewed where accuracy matters.
- Find the frictionChoose one repetitive task and define a useful outcome.
- Build the coreAgree permissions and safeguards, then test a working flow.
- Improve from useReview what worked with your team before expanding.
Start a conversation
Which task keeps coming back?
Tell us where work gets stuck. We can discuss a sensible first step without pretending every process needs the same solution.
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