Lead Capture, Routing & CRM
Help enquiries reach the right place with the right context.
Lead capture, assignment, CRM updates and follow-up workflows that reduce repeated manual handling.
Marketing Automation & AI Enablement
Repetitive tasks, disconnected tools and manual follow-ups can slow a growing business down.
3rd i Visuals helps identify these bottlenecks and build practical automation and AI workflows around the way your team needs to work.
Problem first. Technology second.
We don’t begin by selling an AI tool.
We first understand what is taking too much time, where information is getting lost and which processes are difficult to scale. Then we identify where automation, AI or a simpler workflow can help.
The objective is a better process your team can actually use.
What we automate
Lead Qualification & AI Agents
Support the early work around incoming enquiries.
Structured information gathering, initial qualification and task-specific AI assistance, with human review where the process requires it.
Email & WhatsApp Automation
Make customer communication more consistent.
Triggered messages, reminders and follow-up sequences connected to agreed customer or sales stages.
Marketing & Content Workflows
Reduce friction between planning and delivery.
Connect briefs, content preparation, approvals, scheduling and handoffs around your existing working process.
Dashboards & Reporting
Bring the information your team needs into a clearer view.
Connect agreed data sources and reporting routines to reduce repeated collection and manual preparation.
Custom AI Solutions
Apply AI to a defined business task.
Explore workflows for research, information handling, content support and other repetitive activities where AI is appropriate.
Make the improvement visible.
BEFORE
Enquiries arrive in different places. Details are copied manually. Follow-ups depend on individual reminders.
CONNECTED WORKFLOW
- Capture→
- Structure→
- Route→
- Update CRM→
- Trigger follow-up→
- Flag exceptions
INTENDED OUTCOME
Clearer ownership, less repeated handling and more consistent follow-through.
Illustrative workflow. The final process depends on your systems and requirements.
Use AI where judgement and workflow design make it useful.
Some tasks benefit from a straightforward rule. Others may benefit from AI assistance. Some decisions should stay with your team.
We define the role of each before building the workflow, including the information it uses, the actions it can take and when a person needs to step in.
The ecosystem advantage
Automation works better when it understands the work around it.
Leads are arriving, but follow-up is inconsistent.
→Connect acquisition, qualification, CRM and sales communication.
Content production is growing, but coordination is becoming harder.
→Connect planning, creation, review and publishing workflows.
Reporting takes time away from action.
→Connect data collection and reporting to the decisions the team needs to make.
We connect the process around the business problem, rather than adding another isolated tool.
How we work
- 01
Map
Understand the current process, people, tools and bottlenecks.
- 02
Prioritise
Choose a useful, achievable improvement with a clear purpose.
- 03
Build
Configure the workflow, integrations and relevant AI components.
- 04
Validate & Introduce
Test realistic scenarios, review exceptions and prepare the team to use it.
- 05
Monitor & Improve
Review the workflow in use and refine it as requirements change.
Ways to engage
Talk to Us About Your RequirementFocused Automation Project
One defined workflow, integration or operational bottleneck.
Ongoing Workflow Support
Maintain and improve an agreed set of marketing and sales automations.
Broader AI Enablement
Identify and implement connected opportunities across a wider business process.
AI & Automation in Action
From content planning to publishing. One connected workflow.
Social media involves more than creating a post. Reviewing previous content, preparing copy and visuals, organising assets, getting approval and checking the published result all need to work together.
We built a connected workflow for 3rd i Visuals that brings these steps together—with human approval before publication.
1.Review
Check recent publishing activity before choosing the next topic.
2.Prepare
Develop the caption and branded visual around the agreed direction.
3.Store
Keep the final copy and creative together, ready for review.
4.Approve
Review the exact post before it goes live.
5.Publish & Verify
Publish after approval and check the live result.
Built around the process. With people in control.
A practical example of how we connect content, brand assets and marketing operations through AI-enabled workflows.
in
Built and used for our own LinkedIn company-page publishing.
See how the workflow works.
Explore Our Work →
demonstration or client case studyLead Management
- Manual process
- —
- Implemented workflow
- —
- Verified operational change
- —
demonstration or client case studyContent Operations
- Manual process
- —
- Implemented workflow
- —
- Verified operational change
- —
demonstration or client case studyReporting & AI Workflows
- Manual process
- —
- Implemented workflow
- —
- Verified operational change
- —
What is your team doing repeatedly that could work better?
Tell us about the task, the tools involved and where the process slows down. We’ll help identify a practical next step.
Discuss Your Workflow ChallengeContact us
Start with the problem, not a package.
Share a few details and we’ll come back with a first read on where to begin, before any proposal or retainer.
- Reply within one working day
- A first read on where to start, free
- No retainer or package until it makes sense
Prefer email?hello@3rdivisuals.com