Portfolio proof-of-work · human-reviewed
AI Event Inquiry Assistant
for group bookings
A portfolio proof screen showing how a group/event enquiry can become guided intake, a staff-ready lead packet, and a human-reviewed reply draft.
Proof-of-work demo. Adaptable to your inquiry flow with human review built in.
Portfolio proof-of-work · human-reviewed
AI Event Inquiry Assistant for group bookings
A practical proof screen for experience-led businesses: qualify the enquiry, summarize it for staff, and draft a human-reviewed first reply before the lead goes cold.
Proof panel 1 · Guided intake
Event type
Corporate team-building session
Group size
Around 25 guests
Timing
Next Friday, afternoon preferred
Package interest
Private-room or group package options
Procurement
Needs invoice-friendly details
Missing
Exact time window, add-ons, contact number
Proof panel 2 · Staff-ready summary
Lead packet
Corporate group enquiry
- • Quote-prep details are partially complete.
- • Confirm time, add-ons, and invoice needs.
- • Recommend group/private package options.
- • Next action: reply same day, follow up in 24h.
Proof panel 3 · Human-reviewed reply draft
Thanks for reaching out — we can help with corporate group events. To recommend the right package, could you confirm your preferred time window and whether you’d like private-room, catering, or add-on options? Once we have that, we can send the best-fit package details for your team.
Fictionalized/anonymized sample. The assistant prepares the handoff; the business approves and sends the final response.
Working demo sample
Click an inquiry and watch the handoff change
Incoming message
Lead score
High intent- • Request: corporate group event
- • People: ~25
- • Date: next Friday
- • Missing: preferred time, add-ons, budget
Staff-ready packet
Ask next
Only ask for the details that block a useful quote.
Human review
Draft is prepared, but staff chooses when to send.
Suggested reply draft
Thanks for reaching out. We can help with corporate group events. To recommend the right package, could you confirm your preferred time window and whether you’d like catering or private-room options?
Opportunity audit
From messy business context to a first AI roadmap
A lightweight audit can become the first useful sales artifact: it shows where AI helps, what data is needed, and which build is worth doing first.
SMB AI Opportunity Audit prototype
5 sample inputs → structured AI opportunity brief
This prototype shows the sales artifact: a messy business description becomes prioritized automation opportunities, data needs, and a practical first build.
Sample SMB input
Detected signal
High-volume lead qualification with booking intent hidden in messy channels.
Opportunity 1
Trial class qualifier
Extract goal, preferred time, experience level, and urgency before staff replies.
Opportunity 2
Follow-up reminder loop
Flag warm trial leads that have not booked within 24 hours.
Opportunity 3
Schedule FAQ assistant
Reduce repeated questions about timetable, location, and class fit.
Quick win
Turn every trial-class DM into a structured lead card with one suggested reply and one follow-up date.
Starter build
A shared intake sheet + AI reply drafter for trial class and membership questions.
Data needed
- • Current class schedule
- • Trial offer/pricing
- • Common objections
- • Preferred booking link
Offer fit
Workflow Clarity Session first, then Digital Assets & Workflow Build if the studio wants WhatsApp/Instagram handoff automation.
Visual workflow
What changes between inbox and reply
01
Inquiry
Email, form, DM, or WhatsApp request arrives.
02
Structure
The assistant extracts fields and missing details.
03
Prioritize
Intent, urgency, and next action are flagged.
04
Draft
Staff gets a reply they can edit and send.
The problem
Small teams lose time before the sale even starts
Before
Every inquiry becomes manual admin
- Customer details arrive scattered across email, forms, DMs, and calls.
- Staff ask the same clarifying questions over and over.
- Quotes depend on memory, speed, and whoever is on shift.
- High-intent requests can go cold when follow-up is delayed.
After
The team gets a cleaner handoff
- The assistant extracts the important details from the request.
- Missing information is flagged before anyone replies.
- A staff-ready response draft is prepared for review.
- The next best action is clear without fully automating the relationship.
The workflow
A practical intake layer, not magic automation
Capture
Read the inquiry and pull out structured fields: request type, timing, group size, urgency, budget signals, and missing details.
Draft
Generate a reply that sounds human, asks only what is missing, and can include package or quote guidance.
Hand off
Give staff a concise summary, suggested next action, and risk flags before anything is sent.
What staff receive
A response they can review, not a bot that goes rogue
Staff handoff example
Lead summary: Corporate group event, ~25 people, requested next Friday. Likely high intent because timing and group size are already specific.
Missing details: preferred time window, package preference, add-ons, budget range, contact number.
Suggested reply: Thank them, confirm the business can support corporate groups, ask two clarifying questions, and offer to send package options once timing is confirmed.
Next action: Reply same day. If no response within 24 hours, send one helpful follow-up.
Offer fit
One case study, three ways to buy
Workflow Clarity Session
Audit and design the inquiry flow
- • Current inquiry map
- • Prompt/workflow design
- • Sample response templates
- • Staff handoff checklist
Build & Ship
Build the working assistant
- • Intake form or chat flow
- • Structured output schema
- • Response draft generator
- • Dashboard, doc, or email handoff
Performance Partnership
Improve conversion over time
- • Lead quality tracking
- • Response-time improvements
- • Follow-up sequences
- • Booking or revenue measurement
What I would build next
Turn this into a lightweight working system
The first shippable version would not try to replace the team. It would sit between the inbox and the staff member, helping them respond faster and more consistently while keeping every external message human-reviewed.
Next build scope
- • A simple intake form or inbox parser for incoming requests.
- • A structured output format for lead details, missing fields, urgency, and suggested reply.
- • A staff review screen or email/doc handoff.
- • Follow-up reminders for high-intent leads that have not replied.