FICTIONAL EXAMPLE · Harbor Learning & Coaching · not a real client
SYSTEMSpeed-to-lead
TRIGGERNew enquiry: website form or email to the enquiries inbox
STEP 1Idempotency key on email + message → a retried submissionis dropped, never answered twice
STEP 2Dedupe: same person within 14 days → append, don't reply twice
STEP 3Write the lead to the sheet or CRM with source and timestamp,before any AI runs, so a lead can't be lost
STEP 4AI reads the enquiry against the Business Brain: fit, need, urgency
STEP 5AI drafts a reply in Harbor's voice, with the booking link
CHECKPOINTFit unclear, a price question, a complaint or anything abouta minor → human queue, owner notified, nothing sent
STEP 6Clear fit → owner approves the draft on their phone → sent fromHarbor's own mailbox (auto-send only after the agreed tests pass)
STEP 7Hourly sweep, not a 24-hour wait: no booking and no reply 24 hafter sending → one follow-up in the same email thread, then stop
STOP RULEAny reply, "stop", an unsubscribe, a complaint or a run of errors→ automation stops for that lead, owner alerted
LOGEvery run: what came in, what AI decided, what was sent, who approved
HEARTBEATDaily status count to the owner; no heartbeat = alarm
CHANNELSForm and email only in this recipe. If DMs or texts are added:Instagram DMs reply only inside Meta's 24-hour window;SMS only with recorded consent
MEASURETime to first reply · enquiries answered · booking rate→ compared with the baseline taken before launch
OWNERHarbor's account, Harbor's keys, Harbor's data. Nothing on mine.