Lead qualification and follow-up automation (B2C)

Audit and stabilization of a conversational-AI lead-qualification automation for a B2C solar-energy client, eliminating lead duplication and a messaging channel that was silently failing.

• Workflow automation platform
• Conversational AI agent
• Cloud CRM
• Relational database
• Async message queue

Context

A B2C solar-energy client with a meaningful volume of leads coming from social-media ad campaigns and intake forms. The operation already had a conversational-AI qualification automation and a scheduled follow-up routine, but the system had grown in successive layers — with no documentation, no versioning, and no diagnostic instrumentation.

Challenge

Duplicate leads re-entering the follow-up queue due to a missing concurrency guard, a “dead” messaging channel silently configured but not actually sending anything, an AI qualification flow that didn’t resume correctly when a lead already in follow-up responded spontaneously, and ended-sequence records that kept being processed indefinitely.

What I did

• Froze and fixed critical issues first: full system mapping, removal of obsolete automations, fixing the highest-impact bugs.
• Added idempotency and concurrency guards at the orchestration layer, plus a discipline of snapshotting state before any production change.
• Fixed the re-engagement flow so leads that responded during follow-up started getting AI responses again.

Stack

Workflow automation platform, conversational AI agent, cloud CRM, relational database, async message queue.

Outcome

Duplicated/stuck leads in the follow-up queue reduced from roughly 1,300 to under 40 active records, dozens of obsolete automations removed, and the re-engagement flow fixed.