- Read every new enquiry
- Check company, role, source and stated need
- Ranks the most time-sensitive enquiries
- Ask for missing details
- Prepares reply options
Work we can take on
Turn every new enquiry into a qualified sales handoff before it goes stale.
CapacityBench helps turn new enquiries into faster replies, cleaner qualification, better sales handoffs, and fewer leads left sitting in the queue.
First AI Employee starts from $2,000/month. Start with one recurring job, prove value, then add more.
What changes
The routine work gets handled. Your team gets the clean handoff.
This page is the simple version: what comes off the team's plate, what they get back, and where people still make the calls that matter.
- Qualified lead summary
- Draft reply
- Meeting booking
- CRM update
- Urgent-lead alert
- Pricing questions
- High-value account judgment
- Unusual requests
- Procurement or legal terms
- Final sales call
- Lead volume is too low to justify a managed employee
- Nobody owns sales follow-up
- The team wants the AI to negotiate or price deals
- CRM stages are completely undefined
Why it is safe to start small
Start with the repeatable work. Keep judgment with people.
The first version is deliberately narrow. It clears routine follow-up, prepares clean summaries, and brings the judgment calls back to the right person.
Qualified meetings bookedStale leads reducedCRM completenessLead-to-call conversion
First 30 days
A practical start, not a transformation project.
We start with the smallest useful version, prove whether it moves the work, and only expand when the first role is earning its keep.
Map the lead flow
Connect the current forms, inboxes, CRM stages, qualification fields and calendar handoff rules.
Start with human review
Classify leads, draft replies and produce meeting briefs while humans approve the outbound messages.
Let routine updates run
Let the employee update CRM, create tasks and prepare calendar handoffs for clearly qualified leads.
Report the first movement
Review response time, booked meetings, stale leads and qualification quality before expanding the role.
Example result
Lead: Osprey Operations. 87/100 fit. Wants support inbox triage for 1,200 tickets/month. Missing: current helpdesk and owner. Draft reply ready. Suggested call: Thursday 10:30. CRM updated to Qualified Review.
- First response time improves
- Qualified meetings booked
- Number of leads recovered before going stale
- Sales records stay cleaner
- Missed lead recovery
- Proposal follow-up
- Sales-to-delivery handoff
- Weekly pipeline summary
Check this workflow
Send the rough version. We will tell you if this is the right first AI employee.
Use this when the work shows up every week, has a clear owner, and is costing the team time.