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Consulting client

Lead qualification and follow-up for a solar energy company

Audit and stabilization of a B2C solar energy client's lead automation: the follow-up queue dropped from about 1,300 records to fewer than 40.

Leads from ads and forms go through AI qualification into a follow-up with idempotency guards, an async queue and the CRM.Ads, formslead captureQualificationconversational AIFollow-upidempotentCRMQueueasync
Leads from ads and forms go through AI qualification into a follow-up with idempotency guards, an async queue and the CRM.

Context

A solar energy company selling B2C, with high lead volume from social ads and forms. It already had conversational AI qualification and scheduled follow-up, grown in layers with no documentation, no versioning and no instrumentation.

Problem

  • Duplicate leads re-entering the follow-up queue for lack of a concurrency guard.
  • A messaging channel that was configured but sent nothing.
  • A lead in follow-up who replied on their own never got an AI reply again.
  • Finished sequences that kept being processed.

What I did

  • Freeze and critical fixes first: a full map of the system and removal of obsolete automations.
  • Idempotency and concurrency guards in the orchestration, with a state snapshot before every change.
  • Fixed the re-engagement flow so the AI replies again during follow-up.

Result

The follow-up queue dropped from about 1,300 duplicate or stuck records to fewer than 40 active ones, and dozens of obsolete automations were removed.