Lead-to-Close System
From first enquiry to closing, and on to the next referral. Every lead captured, followed up and tracked, so nothing slips through.
Built on CloudQonnect. Set up and run for you.
Read moreProducts
Ready-made systems
you can put to work
straight away.
Some problems are common enough that we’ve already solved them. Our products are complete systems with a clear scope and a fixed process. Choose one, we set it up around your brand and your platforms, and it starts running.
Our products
Four ready-made systems
Social Media Automation
Content created for LinkedIn, Instagram, Facebook, TikTok and YouTube, in your brand voice, with an approval step if you want one. Scheduling, publishing, lead capture and reporting, all built in.
Scoped to what you need.
See how it worksAI Receptionist
Every call answered. Questions about hours, availability and services handled, cancellations processed, and new enquiries logged with a booking link. Anything clinical or sensitive is routed straight to your team with a summary.
Built first for a physiotherapy practice.
See how it worksCloudQonnect
One platform for leads, appointments, quotes, invoices, contracts, payments, campaigns, your website and your client portal, with AI agents and dashboards built in.
Set it up yourself or we implement it for you.
See the full CloudQonnect CRM productHow it works
See the products in action
Two of our systems, each explained with a short demo.
Social media should not be a full-time job.
One input. Content on every platform you use.
Posting consistently across LinkedIn, Instagram, Facebook, TikTok and YouTube takes hours a week, and client work usually wins. The result is an inconsistent presence and content that collects likes without producing enquiries.
Social Media Automation is a done-for-you content engine. You provide the core ideas. The system generates platform-specific content, then schedules and publishes it across the platforms you actually use, with leads captured into your CRM automatically. It is built around your brand voice, with no templates.
Need brand videos, ads or other visuals as well? Our Creative AI Studio produces them for you.
LinkedInInstagramFacebookTikTokYouTube
Your inputNew service launch: 3 key messages
- LinkedInCarouselGeneratingReady for reviewScheduledPublished
- InstagramPhoto postGeneratingReady for reviewScheduledPublished
- FacebookText postGeneratingReady for reviewScheduledPublished
- TikTokShort videoGeneratingReady for reviewScheduledPublished
- YouTubeShort videoGeneratingReady for reviewScheduledPublished
New leads captured into your CRM automatically
- 1Brand and platform intakeWe learn your voice, visuals and platforms.
- 2Content generationText, photo, carousel and infographic posts.
- 3Video systemAI spokesperson and short-form video, if included.
- 4Review and approvalYou approve each post, or let it run fully automated.
- 5Automated publishingScheduled and published on every platform you use.
- 6Lead capture and follow-upEnquiries go into your CRM with follow-up in place.
- 7ReportingMonthly performance reporting.
Written Content System
LinkedIn, Facebook and Instagram automation. Generates text, photo, carousel and infographic content.
Video Content System
AI spokesperson and short-form video, built for any platform including TikTok and YouTube Shorts.
Combined System
Both the written and the video system, fully coordinated across every channel.
No fixed packages. Every system is scoped to your needs.
One-time
One-time setup fee
Covers building your system around your brand: your content strategy, your platforms and your voice. It scales with what you have built.
Ongoing
Monthly subscription
Keeps everything running: hosting, maintenance, optimisation and full access to the CloudQonnect CRM, included.
Commit
Commit longer, pay less upfront
Choose no commitment, 6 months or 12 months. The longer you commit, the lower the setup fee.
Every number depends on your scope. Your free audit gives you yours.
A good fit if you…
- want a consistent, professional presence on every platform you use, without spending hours on it
- are just getting started and want a system that builds the habit and the output from day one
- want your content to generate leads, with follow-up that happens automatically
- manage social media for a business, such as an agency, real estate, transport and logistics, hospitality or e-commerce
- want a system built around your brand voice
Probably not the right fit if you…
- only want a single one-off post
- are unwilling to define a brand voice for the system to work with
- are looking for the cheapest generic templated content
- expect a fixed off-the-shelf package instead of a system scoped to your needs
- cannot invest a little time upfront defining your brand and goals during onboarding
Every call answered, day and night.
Reception calls arrive at times nobody is there to answer them, and appointment slots go unfilled because a cancellation sat on voicemail. The AI Receptionist picks up when your team cannot, handles what it safely can, and passes everything else to a person with a short summary.
This demo is built for a physiotherapy practice. The demonstration below uses a fictional practice and no real patient data.
Riverside Physiotherapy
Good evening, you’ve reached Riverside Physiotherapy. I’m a digital assistant. How can I help?
Hi, I’d like to become a patient. Do I need a referral?
You don’t need a referral to start. I’ll text you a personal link to register and choose a time in our online portal.
Great, thank you.
The link is on its way. Is there anything else I can help with?
Behind the scenes
- RecognisedNew patient enquiry outside opening hours.
- CheckedReferral policy, taken from the practice’s own information.
- DoneRegistration and booking link sent by text; note left for the front desk.
- StoppedDoes not write into the diary; the patient books through the portal.
What the system recognises, checks, carries out, and where it stops.
We map how calls are handled today, what they cost in unfilled capacity, and which parts can be automated without going near clinical judgements or the patient record.
Handled independently
- Answering the phone, including evenings and weekends
- Confirmations, reminders and booking links by text message
- Practical questions: opening hours, parking, what to bring, whether a referral is needed
- Explaining treatments, specialisations and published rates
- Taking cancellations and confirming them
- Contacting the waiting list the moment a slot opens
- Registering new patients and passing them to the booking portal
- Routing callback requests to the right person
- Screening and scheduling job applicants
Shared with the practice
- Booking and rescheduling: most practice management systems have no open interface for external software, so the assistant cannot write into the diary
- Questions about a specific invoice or an open claim
- Cover and reimbursement: the assistant explains the process but never makes a commitment
How we work around it
Most practice systems already include a patient portal that writes directly into the diary, often included in the licence and simply switched off. The assistant sends the patient a personal link during the call. If that does not work, it leaves one clear task at the front desk instead of a voicemail nobody has heard.
Never done at all
- Giving a diagnosis
- Assessing how serious a complaint is
- Offering treatment, exercise or recovery advice
- Deciding whether something is urgent
- Confirming that treatment will be covered
- Presenting itself as a clinician
How we work around it
Symptoms, pain, distress, complaints about the practice and anything the assistant is unsure of go straight to a person, with a short summary so the staff member does not have to start the conversation again. Every caller is told they are speaking to a digital assistant in the opening sentence.
Evenings and weekends first
Outside opening hours there is currently only voicemail, so everything the assistant handles is gained rather than replaced. Nothing about the working day changes.
The practice keeps its own number
Patients ring the number they already know. Outside opening hours it forwards automatically. One setting, reversible immediately.
Daytime cover comes later
Once the team trusts it, calls can also route across when lines are busy or the phone rings too long.
Chat and WhatsApp are separate steps
We start where the volume already sits, which is the telephone.
- Which parts of the diary are open for online booking at all
- Which information the assistant may use, down to the sentence
- When a call is transferred, and to whom
- Every conversation and action is reviewable and reversible
- The assistant runs in review mode, where staff approve replies, before it works on its own
Not sure which fits
Product or custom build?
A product is the fastest route when the problem is a familiar one and you want a system running quickly. A custom build makes more sense when the process is specific to your business, or when several systems need to connect. We’ll tell you which one fits.
Explore custom automationChoose a product when…
the problem is familiar and you want it running fast.
Choose a custom build when…
the process is specific to your business, or several systems need to connect.
Let’s talk
Not sure which product is right for you?
Get a free audit of how your business runs today, and which of these would pay off first.
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