Michael Berger / AI implementation
Lead enrichment.
Add relevant company and contact context to existing lead records.
Discuss your workflow ↗How it works in your business.
The workflow checks permitted sources, matches the right company, and keeps uncertain information marked for review. Enrichment is useful only when it helps a rep make a better decision.
The first conversation covers your current tools, the people involved, and what a successful handoff looks like. Scope, access, and ongoing responsibilities are agreed before implementation.
Project scope
What we can put in place.
These are potential components of a scoped project. The audit determines which ones your business needs.
- 01Record matching
- 02Source context
- 03Deduplication and review
Illustrative workflow / scoped to your tools
A concrete starting point.
- What arrives
- Existing lead records are missing useful company context.
- What happens next
- Matched source information is proposed for the appropriate CRM records.
- Where a person checks
- Ambiguous matches remain unmerged until someone verifies the company.
Define the task. Check the result.
For AI work, we define acceptable output, permitted actions, and the points where a person reviews a decision. For integrations, we check the full path from incoming information to the destination record.
Your team receives the context needed to use the workflow and recognize exceptions. The level of automation follows the task and the evidence from testing.
Explore the scope
Related services.
Before we start.
Can this work with my existing software?
We review your tools, available APIs or exports, permissions, and data quality during the audit. Some connections need additional setup or a different approach.
What determines the cost?
The number of integrations, task complexity, review requirements, and ongoing operation determine the scope. We agree on the work and price before starting.
What should I bring to the first conversation?
A short description of the task, the tools involved, and an example of where work gets stuck. Please do not send confidential customer records in the inquiry form.
Start with a useful question