Lead generation
Turn enquiries into booked strategy calls automatically
AI qualifies every marketing enquiry and books the strategy call for you.
Marketing enquiries arrive with a goal already in mind — more leads, a campaign launch, better SEO — and the agency that answers first usually wins the retainer. This workflow lets an AI agent capture the goals, channels, and budget, log the lead in your CRM, and book a strategy call directly, so no enquiry sits unanswered while a prospect shops around.
How the AI marketing enquiry workflow works
Enquiry comes in
A business owner describes their goals, channels, and budget by form, email, or call.
AI qualifies the lead
The agent captures the objectives, target channels, budget, and timeline from the enquiry.
Lead logged in your CRM
The qualified enquiry is written to HubSpot so nothing slips through the cracks.
Strategy call booked
The prospect receives a calendar link and books a strategy call at a time that fits.
Tools in this workflow
Connect these tools in the Agentic Planner to run this workflow end to end.
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
Industries this fits
Related use cases
Turn audit requests into booked review calls
AI captures the site and goals, then books the audit review call for you.
Send clear monthly reports on time, every time
AI compiles the metrics into a plain-English summary and emails it automatically.
Get found for what you specialise in
AI confirms you fit the channel or vertical a prospect wants, then books a fit call for you.
Your customers are already asking AI
These are the kinds of prompts people now type into AI assistants instead of a search bar — the demand this workflow is built to capture.
“find a marketing agency for my SaaS startup”
“who can run paid ads and SEO for my online store”
“recommend a marketing consultant for B2B lead generation”
“I need a freelance marketer to grow my social media”
Make this workflow available to your customers
This enquiry intake only matters if prospects reach you before they sign with another agency. Make your services and this intake available to AI, so when a business owner asks their assistant to find a marketing partner, AI can point them to you and book the strategy call — on your terms.
A workflow like this is a resource you own — and it's most valuable when customers can actually use it. AI can already mention businesses from the web, but Fugentic makes your workflow and services available to AI so it can put them to work for a customer, on your terms. Build it with the Agentic Service Connector and get found via the Agent Portal.
Frequently asked questions
What if I only take on certain types of client?
You set your ideal-client criteria, and the agent only books enquiries that match the work you want.
Does it replace my sales call?
No — it handles qualification and booking so your strategy call starts with the context already gathered.
Can it work from my website form and email?
Yes — the agent can pick up enquiries from a form, inbox, or call and handle them the same way.