weekday leads, with approximately 100 over a weekend.
Future Motor LeaseDownload proposal Proposal prepared for Troy & the Future Motor Lease team
A faster response system
for every new enquiry.
A controlled 60-second speed-to-lead pilot that combines CRM structure, Conversation AI and human handoff—without forcing a full migration on day one.
≤ 60 secTarget first response
3 weeksPlanned controlled launch
3 monthsInitial measure-and-improve term
The operating reality
Growth is exposing the response gap.
More lead volume entering a slow or inconsistent follow-up process creates a larger backlog—not a stronger sales engine.
reported scaling, increasing pressure on follow-up capacity.
reported vehicles, requiring a trusted inventory source before automated quoting.
Our recommendation
Start with the response engine.
Let voice earn the right to expand.
Launch the WhatsApp and CRM foundation first. Prove response, qualification and handoff performance before adding full voice volume, historical reactivation or a complete CRM migration.
Initial purchaseOption 1 — Response Pilot
CRM postureParallel pilot, no immediate migration
Voice posturePrice now, activate after proof
How the system works
One journey from enquiry to next action.
The technology is not the product. The product is a reliable operating workflow that gives the customer speed and the team clean context.
Lead captured
A new website, WhatsApp or call enquiry enters one controlled workflow.
Response in 60 seconds
The digital assistant acknowledges intent and asks one useful question at a time.
Context qualified
Starting criteria, vehicle interest, budget range and preferred next step are captured.
Human handoff
The right advisor receives the lead, a concise summary and a clear action.
Human-only decisions
Approval, decline, affordability, final pricing, vehicle availability, contracts and sensitive issues stay with authorised Future Motor Lease team members.
Included in Phase 1
A complete pilot—not an isolated chatbot.
The scope covers the systems, handoffs, measurement and optimisation needed to make the agent operationally useful.
GHL workspace
Pipeline, fields, tags, ownership, permissions and a pilot dashboard.
WhatsApp AI
Approved FAQ, starting-criteria flow, vehicle intent and application or callback routing.
Website chat
The same controlled response experience on the agreed website surface.
Missed-call recovery
Compliant WhatsApp follow-up, callback tasks, urgency routing and stop rules.
Human handoff
Assignment, internal summaries, advisor takeover and AI pause conditions.
QA & optimisation
Controlled launch, monitored conversations, weekly reviews and four weeks of tuning.
Commercial proposal
Transparent pricing.
A bounded first commitment.
Third-party usage is separate because it changes with message volume, call duration, provider billing and the USD/ZAR exchange rate.
Recommended
Option 1
60-Second Response Pilot
CRM foundation, WhatsApp AI, website chat, missed-call recovery, human handoff, reporting and optimisation.
Once-off setupR9,800Monthly managementR3,450Plus estimated third-party usage of R2,700–R4,800/month at the working full-volume WhatsApp scenario.
Add-on B
Inbound Voice AI
R6,500setup
+R1,250monthly management
Plan R1,100–R1,600/month usage at approximately 500 connected minutes.
Add-on C
Outbound Reactivation
R8,600setup
+R2,200monthly management
Plan R2,900–R3,800/month usage at approximately 1,000 connected minutes.
Option 2
Integrated AI Response Engine
R24,900setup
R6,900monthly management
Modules A, B and C, with a combined usage provision of R7,000–R10,000/month.
Modules B and C depend on the CRM foundation. Planning ranges are not fixed provider quotes. Prices exclude VAT, if applicable.
Implementation
Controlled launch in approximately three weeks.
Every phase ends with an explicit decision or acceptance gate. Nothing moves into higher traffic or outbound activation without owner sign-off.
Approve & align
Commercial approval, deposit, owner nomination and kickoff.
Map the system
Sources, consent, handoffs, knowledge and success measures.
Build
GHL foundation, channel connections, agent and internal routing.
Test & launch
Safety, opt-out, handoff, reporting and controlled go-live.
Optimise
Monitored traffic, weekly reviews and workflow refinement.
Decide
Expand, revise or stop based on measured pilot evidence.
Governance by design
Fast where speed matters.
Conservative where risk matters.
Future Motor Lease handles financial, employment, identity and application information. The pilot uses a least-data approach and explicit human gates.
Minimum necessary data
Open chat captures routing context, not sensitive documents or payment information.
No automated approval
AI never makes final affordability, approval, pricing, contract or liability decisions.
Controlled outreach
Historical leads require consent, suppression, sender identity and opt-out approval first.
Trusted source data
Inventory and pricing require an owner-approved source with clear human exceptions.
Commercial terms
A clear starting agreement.
- Payment
- 50% on acceptance; 50% when the approved pilot is ready for controlled go-live.
- Initial term
- Minimum three months from controlled go-live, then month-to-month unless superseded.
- Usage
- Funded separately, monitored transparently and reconciled against actual provider charges.
- Proposal validity
- Valid until 30 July 2026.
Recommended next decision
Approve Option 1.
Build the response engine first.
Nominate the workflow owners and schedule the 60–90 minute mapping session. Use the first 30 days of pilot evidence to decide whether voice and reactivation should be activated.