Private client/work PoC - sanitized case study · 2026
AI Sales Follow-up Workflow PoC
Sales workflow automation PoC: business-card image to OCR/contact review to follow-up draft and manual email workflow.
Business Problem
Sales follow-up after in-person meetings can lose momentum when contact capture, review, and first outreach are handled manually across disconnected tools.
Role Scope
Turned the workflow into a demoable PoC, including contact review, draft generation, guarded send behavior, documentation cleanup, and public-safe case study framing.
Solution Direction
Combined OCR/contact extraction, human review, email draft generation, document/signature assets, and guarded Microsoft Graph email paths while keeping real contacts and company data out of public material.
Deliverables
- OCR-to-contact workflow
- Human review screen
- Follow-up draft flow
- Sanitized case study
Impact
Demonstrates requirements-to-PoC execution for a sales productivity workflow without claiming autonomous production email sending.
Description
Private client/work PoC - sanitized case study. Business card image -> OCR -> contact review -> follow-up draft/manual email workflow for sales follow-up automation.
Source repository is private. Public portfolio wording uses synthetic company/contact examples only.
Output / Proof Signals
Case Study
Case in a 12-block structure
Overview
Private client/work PoC - sanitized case study. A sales follow-up workflow turns a business-card image into reviewed contact data, a follow-up draft, and a manual email workflow.
Context
Public material uses synthetic company/contact examples only. The private source repository should remain private and should not be linked from the portfolio.
Business Problem
After customer meetings, sales teams can lose time moving from business-card capture to clean contact records and first follow-up messages.
Role Scope
Translated the sales workflow into a PoC, added human review and guarded send assumptions, cleaned private artifacts, and documented the demo narrative.
Solution Direction
Business card image -> OCR/contact extraction -> human review -> follow-up draft -> manual or guarded email workflow.
Architecture
React UI -> FastAPI backend -> OCR/contact processing -> draft assistant -> email settings/signature/document support -> optional Microsoft Graph path.
Implementation
The PoC emphasizes operator review and demo safety. It should not be described as autonomous production email outreach.
Demo Scenario
A user uploads a business-card image, reviews extracted contact fields, generates a follow-up draft, adjusts message context, and prepares the email workflow.
Deliverables
Contact review flow, email draft flow, settings/signature screens, cleaned internal README, validation notes, and sanitized case study.
Impact
Shows requirements-to-PoC execution for a practical sales workflow where the business value is speed, consistency, and better follow-up discipline.
Risk & Trade-off
Real contact data, company assets, logs, and send credentials must stay out of public material. The PoC needs human review and should avoid production claims.
Consulting Takeaway
This is strong pre-sales proof because it maps a concrete sales pain point into a demoable AI workflow with clear operator controls.