Web Leads Manager Virtual Worker
A virtual worker that monitors new web leads in the brand CRM, prepares the offer, and sends it to the lead — from first acknowledgment through follow-up.
Challenge
Web leads arriving through the brand CRM are handled manually by the leads team, who prepare and send offers to each client while working against strict brand-imposed reply deadlines. This demands significant resources and creates a real risk of leads going unanswered, missing the required response window, and triggering economic penalties from the brand.
Solution
A virtual worker joins the leads team to handle the first steps of every web lead. It monitors the brand CRM, adds each new lead to the database, and sends an acknowledgment email within the hour. It then prepares and sends the offer, including the relevant PDFs, followed by a follow-up email, and keeps the team informed with a daily summary and live status of every lead in process.
Virtual worker workflow overview
Works with any Brand CRM (Toshiko, OJ Cars, etc.)
Operates 24/7, including weekends, so no lead waits
Always meets brand deadlines (e.g., acknowledgment sent in under 1 hour), avoiding penalties for delayed responses
Sends a daily Excel summary and live status of every lead being handled, keeping the team fully informed
Frees the leads team to focus on client attention and converting leads into customers
Key capabilities
