Why this happens.
Repeat questions and copying data by hand eat hours a small team doesn’t have. Slow replies lose leads to whoever answers first.
What not to do
[YOU]: the most expensive automation mistake you have seen a client make before calling you.
How I’d approach it
I map the repetitive work with the people who do it today, automate most of it with AI and workflows, and keep a person in the loop wherever judgement is needed.
