Services · What we do
AI for Lead Follow-Up and CRM
Can an AI team handle lead follow-up and keep my CRM up to date? Yes. A G&K AI team can log new leads into your CRM, draft timely follow-ups for your approval, remind you who needs a call and keep your pipeline notes current, so opportunities don't slip through the cracks. G&K builds, runs and fully manages it for you.
What the AI team does
Lead capture and logging
Pulls new leads from web forms and emails into your CRM with the source and key details filled in.
Speed-to-lead first replies
Drafts a prompt, personal first response to each new lead for you to approve or send.
Follow-up sequences
Drafts the second, third and later touches on a schedule, so leads that go quiet still hear from you.
Pipeline hygiene
Updates stages, adds notes from emails and flags stale or duplicate records.
Daily call list
Sends you a short list each morning of who needs a call or reply today, and why.
Weekly pipeline report
Drafts a plain-English summary of new leads, follow-ups due and deals that need attention.
How it works, with your approval
- Free Blueprint call. A 30-minute call where we learn how you work and map which assistants fit.
- We build it. We design your team, connect the tools you choose, and train it on your business and voice.
- It drafts, you approve. Nothing goes out without your OK unless you choose otherwise.
- We run and tune it. Your AI team is built, run and fully managed by G&K Custom AI Solutions on our own system. We keep it tuned for you; the setup itself is never handed over or copied.
What does it cost?
Pricing starts at $1,499 setup + $499/mo (Starter), $3,999 setup + $1,499/mo (Growth) and $7,999 setup + $2,999/mo (Full Ops). These are base, starting-at prices; final pricing is customized to your business after the free Blueprint call. Service is month to month, with 30 days' notice to cancel.
Frequently asked questions
Which CRM does it work with?
We connect to the CRM you already use where it allows it. Custom CRM builds are available and customized to your vision. They're one of the more involved add-ons, so pricing depends on how detailed the build is and is quoted after your free Blueprint call.
Will follow-ups sound like me?
Yes. The team is trained on your business and voice, and you approve drafts until you're comfortable.
What if I don't have a CRM yet?
We can build one for you. Custom CRM builds are available and customized to your vision. They're one of the more involved add-ons, so pricing depends on how detailed the build is and is quoted after your free Blueprint call.
Will it contact leads without my approval?
Only if you choose that. Most clients start in draft-and-approve mode and turn on automatic sending only where they want it.
How much does it cost?
Pricing starts at $1,499 setup + $499/mo (Starter), $3,999 setup + $1,499/mo (Growth) and $7,999 setup + $2,999/mo (Full Ops). These are base, starting-at prices; final pricing is customized to your business after the free Blueprint call. Service is month to month, with 30 days' notice to cancel.
More ways we help
Related professions: Real estate agents · Mortgage loan officers · Insurance agents · Contractors & home services · All industries
Related services: Social media & content · Pricing & packages
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
Prefer email? Owner@GKCustomAI.com