Sales & customer experience

A conversation.
A complete handoff.

Turn inquiry details into an organized sales record, a checked appointment and a confirmation draft your team can review.

  • Manychat
  • AI extraction
  • Custom CRM
  • Zapier handoff
Discuss a similar project ↗See the output ↓
Conversation to consultation — retained workflow output
Output from the saved execution
The business friction

Inquiry to consultation

Copying the same details into contacts, sales records and appointments creates extra handoffs and places for information to go missing.

The approach

Extract the stated information, match the contact, reserve a checked time and keep the next action linked to the same request.

A useful fit for
Consultation-led businesses handling inquiries across messaging and sales systems.

How the work moves

One connected
sequence.

  1. 01

    Capture

    Extract the details

  2. 02

    Organize

    Match the sales records

  3. 03

    Reserve

    Check and save the time

  4. 04

    Prepare

    Draft the confirmation

What the build produces
  • Structured inquiry and matched contact
  • Linked sales record and appointment
  • Confirmation draft and follow-up stop rule
  • Verified Manychat request and Zapier handoff
What keeps it controlled
  • Repeated requests retain their identity.
  • Availability is checked before a reservation.
  • A confirmed booking stops the booking chase.
Inside the working example

See the output.
Inspect the logic.

Explore the saved workflow, its source records and execution steps. The example’s business records and controls run on Puzinski’s custom backend; external connection receipts show which provider requests were verified.

A Manychat incoming request and a Zapier destination action were verified separately. The Zapier action is an editor-tested draft.

Open the working example ↗
Conversation to consultation — working portfolio interfaceExplore the workspace ↗
Tools & implementation
Manychat + Zapier
A verified incoming request and a separately tested destination handoff.
OpenAI
Extracts stated inquiry details into a checked data contract.
Custom backend + Netlify
Matches records, checks appointments and retains the confirmation draft.
A workflow built around your business

Bring the problem.
Let’s map the next step.

Share your current process, the tools involved and the result your team needs to review. We’ll define the build, integrations, approval points and handover before work begins.

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