A pilot plan for the visitor, a qualified lead for sales

The task

We needed to turn our own website visitors into qualified leads and show value before the first call. A contact form captures an email at best; an analyst’s consultation costs hours and does not scale. So we built a self-service tool for ourselves: a few minutes in, the visitor has a pilot plan and sales has a lead with context and the full conversation.

What we built

• Three steps instead of a form: contact details, business context, a chat with the agent. The contact is saved before the dialogue starts, so the lead survives even if the visitor drops out.
• The agent runs under a business-analyst role prompt and sees the profile, context and full conversation. The model key stays on the server and never reaches the browser.
• The output is a strictly typed report: quick wins, pilot plan, KPIs, risks, next steps, summary. An incomplete model response never breaks the UI; missing blocks are simply omitted.
• The report exports to PDF, Excel and JSON; the session survives a page reload. The lead, with context and funnel status, lands in a built-in mini-CRM with an admin panel.
• Production setup: HTTPS on its own domain, one-script deploy with preflight and smoke checks, database and config backups with 30-day rotation. A 2 CPU / 2 GB server is enough.

Outcome

1 day

to build a working MVP: frontend, backend and deploy configs

16 days

from first commit to production with HTTPS and an issued certificate on its own domain

6 blocks

in the visitor’s report: quick wins, pilot plan, KPIs, risks, next steps, summary

3 formats

for the report export: PDF, Excel and JSON, so the visitor takes the plan away

Services

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