Full Spec

Full Product Specification

For Application-Based Businesses

An AI-powered document collection funnel, fully built and managed.

Perfect if you need to speed up applications by guiding prospects through secure uploads – with AI follow-up, 24/7 support, and instant completion notifications for your team.

  Simply Plug & Play

Our Funnels work with the website you already have – no expensive rebuilds required!

Funnel : Document Collection

  Document Collection Setup

We configure your funnel around your specific document requirements. Once live, it automates secure requests and follow-ups, ensuring prospects are guided smoothly from enquiry to completed application.

  Pre-Written Conversation Scripts

AI-driven scripts model your best advisor - polite, supportive, and persistent. They answer questions, reassure leads, and encourage document submission without pressure, ensuring a professional, client-first experience.

  SMS / WhatsApp Delivery

AI reaches prospects on the platforms they use most. Real-time reminders via SMS or WhatsApp keep document requests front-of-mind and dramatically increase completion rates.

  Secure Upload Portal

Each lead receives unique login credentials for encrypted uploads. Documents can be staggered or submitted in batches, giving customers convenience while maintaining complete data security.

  Guided AI Support

Alex provides 24/7 assistance, explaining requirements, addressing concerns, and hand-holding clients through the process until every required document is successfully submitted.

  Completion Notifications

The moment all documents are uploaded, your sales team is alerted instantly. No manual chasing - just ready-to-progress leads moving forward in your pipeline.

  CRM Integration

Full connection with your existing CRM ensures all data, conversations, and document uploads are tracked, logged, and ready for your sales process. No CRM? We can help with that too!

  Analytics & Tracking

Comprehensive performance tracking with UTM tags and reporting dashboards so you know what works, what doesn’t, and where to optimise.

  UK GDPR Compliance

Every funnel is built with GDPR in mind - clear consent, compliant storage, and simple opt-outs to protect both you and your customers.

  Made & Hosted in GB

Your funnel is proudly built and securely hosted right here in Great Britain - fast, reliable, and supported by a UK-based team that understands your business.

  Management

We monitor and optimise your funnel 24/7 - keeping it secure, updated, and converting at its best.

  Reporting & Support

Real-time performance reports and dedicated UK support ensure you always know how your document collection funnel is performing - with help on hand when you need it.

£5k Build Cost

£5k Build Cost

A one-time £5,000 setup delivers your complete funnel - designed, built, and tested to start collecting documents immediately.

£495 a Month Management Fee

£495 a Month Management Fee

For £495 a month, we host, monitor, and optimise your funnel - keeping it secure, updated, and converting at its best.

Add to Any Website

Add to Any Website

No rebuild required. Our funnels plug straight into your existing site or campaigns, adding instant document collection.