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The 48-Hour Lead Concierge
Ever feel like the middleman for your own software? You get an email, you copy the info, and then you paste it into a spreadsheet. It is a lot of digital paper-shuffling that can drain your morning.
As of early 2026, we have moved past simple chatbots and into the era of AI Agents. Think of a chatbot like a librarian who gives you an answer. An AI agent is more like a junior partner. You give them a goal—like "Onboard this new client"—and they actually find the contract and send the welcome kit without you clicking copy-paste once.
The Lead Concierge You can set up your own agentic flow today using a simple automation tool like Zapier or Make.
Try this prompt logic: When a new inquiry hits your inbox, tell your AI Agent:
"Summarize this request, check my calendar for three open slots next Tuesday, and draft a reply email. Do not send it; just save it in my Drafts folder so I can review it."
By the time you open your laptop, 90% of the administrative work is already done.
"Agency" is powerful, but it needs guardrails. AI can see your data, but it does not know your personal history or "vibe" with a client yet. Always start with a Save as Draft step. The goal in 2026 is not to remove the human; it is to make the human the "Editor-in-Chief" instead of the data entry clerk.
Happy New Year,
P.S. If you want to move beyond basic notes, check out Attio. It is an AI-native CRM that uses research agents to automatically find news on any new lead before you even talk to them.
Need help setting this up? This week’s email is brought to you by Up And Social. If you are feeling overwhelmed by these new tools, they specialize in helping businesses automate their marketing and dominate AI search results. 👉 Book your free consultation here
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