AI enquiry & follow-up automation · Toronto & GTA

From incoming enquiry
to a clear next step.

Turn scattered enquiries, missing details, and repeated follow-ups into one connected workflow. We build the intake, AI-assisted preparation, review queue, and handoffs around the tools your business uses.

Custom implementations from $5,000 CAD. One workflow, agreed scope, practical handoff.

Coffee being prepared at a neighbourhood café
A little less
on your plate.
Enquiry → review → follow-upConcept
An enquiry with somewhere to go.
1Collect details and flag what’s missing
2Prepare a reply for your review
3Track the owner and next step
Example workflow
Start with one useful fixBuilt around your toolsYou stay in control

THE WORK BEHIND THE IDEA

Diagram of intake, review, drafting, and approval stages
Process diagram from our lead-review work.

A PRACTICAL FIRST IMPLEMENTATION

One enquiry workflow, connected end to end.

For businesses handling recurring quote or service enquiries across email, forms, and spreadsheets. We check that the volume and value justify the implementation before proposing a build.

A USEFUL FIRST PIECE

Bring the request into one place

Connect the agreed intake sources to your existing CRM or a review queue. Keep the request, customer context, assigned person, and status together.

Talk through this with us ↗
Already have a different workflow in mind?

Document processing, recurring reports, and internal task handoffs can also be scoped. Bring one recurring process and its inputs, tools, and desired output.

FROM CURRENT PROCESS TO WORKING SYSTEM

We build around the work you already do.

Start with examples of recent enquiries and the steps your team repeats. The tools follow the workflow.

01 / NEXT STEP

Map the current handoffs

Review volume, time spent, tools, and exceptions. Agree which part to automate and how we’ll test it.

02 / NEXT STEP

Build and review together

Connect the agreed systems and test ordinary requests, incomplete information, duplicate inputs, and failures.

03 / NEXT STEP

Launch with a handoff

Train the team, document the workflow, and agree support. Compare the new process against the starting baseline.

EXAMPLES TO DISCUSS

Different businesses. Similar handoffs.

Two common starting points.

A service business receiving quote requests

Bring the requested work and missing details into a queue. Prepare the next question for review and keep the follow-up attached to the request.

An agency handling project enquiries

Summarize the brief, highlight missing scope information, assign the next step, and prepare a response for the account owner.

What changes in the day-to-day?

Before: manual handoffs

  • Details copied between tools
  • The next response starts from scratch
  • Follow-up depends on remembering

Designed outcome

  • Request context stays together
  • A draft and source details are ready to review
  • An owner and next step are visible

ONE WORKFLOW. A WORKING SYSTEM.

Custom AI & automation.
From $5,000 CAD.

For established businesses with recurring work to improve. We agree the scope, price, and acceptance checks before the build starts.

01 / MAP

A clear workflow and scope

Review the current steps, tools, volume, and exceptions. Choose one useful outcome and define what success should look like.

02 / IMPLEMENT

Build, connect, and test

Connect the tools in the agreed scope. Configure AI where it helps, approval steps where needed, and a way to handle missing information or failures.

03 / HAND OVER

Train the people using it

Walk through the workflow with your team, document how it runs, and agree the launch-support period and responsibilities.

The starting price covers a scoped implementation, not unlimited integrations. Software subscriptions, AI usage, hosting, taxes, and ongoing maintenance are separate where applicable and identified in the proposal.

Discuss a $5,000+ project
Before we start

A clear first project, without the guesswork.

You do not need a polished brief. These are the details we work through before a build begins.

Who is this for?

LocalCare helps established owner-operated businesses implement AI and workflow automation. Custom projects start at $5,000 CAD; one recurring workflow is a useful starting scope.

Who will I work with?

Your proposal will name the person responsible for delivery and your day-to-day contact. We agree who needs to review decisions before work starts.

Can you improve what we already have?

Yes. Start with the existing website, spreadsheet, or app. A configuration change or an off-the-shelf tool may be enough; custom software is useful when the missing workflow justifies it.

What does a small first project include?

One defined problem, agreed deliverables, review points, and a handoff. The proposal separates included work from additions such as more pages, integrations, data cleanup, or ongoing content changes.

What determines the fee and timeline?

Workflow complexity, integrations, data readiness, testing, and team review determine the price and schedule. We agree both before implementation; subscriptions, usage, and ongoing maintenance are identified separately.

What costs extra?

Hosting, domains, paid tools, email services, and AI usage can have recurring charges. The proposal identifies which are needed, who pays for them, and whether support or future changes are separate.

What about ownership and leaving later?

Before starting, we document account ownership, access, the rights to content and custom code, third-party licences, and available data exports. The handoff should make clear what you can keep, move, or maintain elsewhere.

What happens after launch?

The agreed support plan sets out its duration, included fixes, contact method, response hours, and how extra work is priced. Launch support is not an unlimited maintenance subscription.

What will you need from us?

A person who can make decisions, examples of the current work, approved content, and access through an appropriate account invitation. We agree review dates and dependencies before setting the launch date.

CUSTOM PROJECTS FROM $5,000 CAD

Which handoff needs less chasing?

Tell us how enquiries arrive, what happens next, and roughly how many you handle each week. We’ll assess the fit and scope before recommending a build.

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