New client inquiries
Respond and collect the information needed for the next step.
Additional Industry: Marketing Agencies
Move New Client Inquiries From Interest to a Scheduled Conversation
OneCube can configure a managed AI employee around agency lead response, qualification, booking, proposal follow-up, re-engagement, and request routing.
New-business workflows, not generic content generation
Consultation booking
Offer approved availability after qualification.
Lead qualification
Ask about services, timeline, fit, and other approved criteria.
Proposal follow-up
Continue useful follow-up after a proposal is sent.
Prospect re-engagement
Reopen eligible older opportunities under approved rules.
Client request routing
Collect context and route requests to the right account owner.
Example workflows. Actual implementation varies by client, tools, and approval rules.
Map the inquiry-to-consultation workflow.
We will review qualification, booking, follow-up, and routing around your existing sales process.