marketing

AI Inquiry Management

We connect your website forms, ads, phone calls, and CRM so every customer inquiry is captured, scored, followed up with, and routed to the right person without manual admin work.

$697
/month
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What You Get

Website form, call, chat, and ad inquiry capture
CRM setup or integration with HubSpot, GoHighLevel, Pipedrive, Salesforce, Zoho, or Airtable
AI inquiry scoring based on service fit, urgency, location, and requested support
Instant SMS, email, and Telegram notifications for high-priority inquiries
Automatic deduplication against your existing contacts
Source attribution for every inbound inquiry
Appointment request routing and follow-up reminders
Monthly inquiry quality review and dashboard cleanup

What's NOT Included

Paid ad spend (budget is client-provided)
Unapproved third-party list purchasing
Email domain warmup or bulk outbound sending
Offline sales staffing or appointment closing

Add-Ons

Add-OnPriceDescription
Additional location routing$197/moRoute inquiries by branch, territory, or service area.
Advanced reporting dashboard$297/moCustom KPI dashboard for inquiry source, response speed, bookings, and revenue attribution.
Custom workflow setup$197One-time configuration for a niche workflow, department, or internal approval path.

Best For

Local service businesses receiving website, phone, and ad inquiries
Teams that need faster follow-up without more admin work
Agencies managing inquiry routing for client accounts
Businesses that want cleaner CRM data and response tracking

Turnaround Time

First inquiry workflow goes live within 3 business days of onboarding.

Timeline starts from signed agreement and completed intake form.

The Process

1
Workflow Mapping

We map your inquiry sources, service areas, contact rules, intake questions, and follow-up expectations.

2
CRM Integration

We connect your forms, phone system, ads, and CRM via API or webhook. If you do not have a CRM, we set up a clean starter workspace.

3
Automation Build

We build routing rules, notifications, tags, status updates, and follow-up reminders for each inquiry type.

4
AI Scoring

Each inquiry is scored against your service fit, urgency, location, and completeness. High-priority inquiries trigger instant alerts.

5
Launch & Review

Inquiries land in your CRM with clean source attribution. We review quality monthly and improve the workflow as volume grows.

FAQ

Your own approved channels: website forms, chat, calls, ads, booking pages, social messages, and other sources you already use with customer consent.

AI Inquiry Management

$697/month

Capture, qualify, and route every customer inquiry automatically.

Related Services

T&M Marketing Solutions connects platforms like Google, Meta, Zapier, and more so their tools can work together securely inside our platform — an AI-powered marketing and business automation platform that helps clients manage inquiry management, content workflows, analytics, scheduling, communication, and operational systems in one place. Contact us at 8503 Newton Ln, Charlotte, NC or (704) 574-6312.