Turn scattered follow-up into structured momentum.
LightGrid helps small businesses capture leads, reactivate dormant contacts, nurture prospects, automate scheduling, and prepare content workflows. Phase 1 maps the opportunity, inputs, risks, and human approval gates before any live automation is connected.
Use case: Turn satisfied customers into tracked introductions without losing attribution.
Required inputs: Offer, reward rules, eligible customer segment, referral capture method.
Automation risk: Low
Human approval: Human approves reward logic and fraud rules before launch.
Use case: Invite dormant contacts back with compliant, timely follow-up.
Required inputs: Opt-in evidence, contact segments, message copy, quiet hours, unsubscribe rules.
Automation risk: High
Human approval: Human approval required for every outbound campaign before sending.
Use case: Convert sales notes and offers into reusable decks for proposals or workshops.
Required inputs: Audience, offer, proof points, brand rules, allowed claims.
Automation risk: Medium
Human approval: Human reviews claims, pricing, and client-facing copy before use.
Use case: Move prospects from interest to booking through structured education and reminders.
Required inputs: Lead source, lifecycle stage, email/SMS consent, content sequence, stop rules.
Automation risk: Medium
Human approval: Human approves sequence logic and escalation triggers.
Use case: Turn calls, workshops, and videos into summaries, tasks, FAQs, and content drafts.
Required inputs: Recording consent, files or transcript, retention policy, redaction needs.
Automation risk: Medium
Human approval: Human reviews sensitive summaries before sharing or publishing.
Use case: Assess policy, consent, and brand-safety requirements before any synthetic voice work.
Required inputs: Consent model, approved speaker, use cases, prohibited uses, review workflow.
Automation risk: High
Human approval: Human approval required for consent, script, and distribution scope.
Use case: Route common inbox questions into safe replies, FAQs, or human follow-up queues.
Required inputs: Allowed response library, escalation rules, channel list, blocked topics.
Automation risk: High
Human approval: Human approves response library and reviews high-risk replies before posting.
Use case: Reduce back-and-forth by routing qualified leads to the right booking path.
Required inputs: Calendar rules, service types, qualification questions, availability windows.
Automation risk: Low
Human approval: Human approves routing rules and service eligibility criteria.
Share the business workflow, current tools, and automation lane. The first response is a risk-aware audit path, not live SMS, voice, social posting, or autonomous outbound messaging.