Barkley Brain
Keep the
next step moving.
Custom automation built around the way your business works. Bring follow-up, customer journeys and everyday tasks into a more organized rhythm—with your team in control.
Custom implementation + monthly service. Pricing reflects your business size, users, workflows, integrations and usage. Start your request to receive a scoped proposal before payment.
An illustrative customer journey
From “hello”
to what’s next.
A lead should carry its context forward. Here’s one example of how a configured Brain workflow could keep the conversation and the work connected.
You decide which actions can run, which need approval and when a person takes over.
- 01
An inquiry arrives
Capture the details that matter to your business.
- 02
An approved response
Acknowledge the question with the right context.
- 03
The follow-up continues
Schedule the next touchpoint around your rules.
- 04
Your team stays in the loop
Update the CRM and create a task or human handoff.
- 05
You can see what happened
Review activity and the next steps that need attention.
Built around your operation
The right pieces.
Working together.
We agree on the capabilities and connections your business needs during discovery.
Lead follow-up
A clear response and a sensible next step for different kinds of inquiries.
Email & SMS
Communication workflows configured around your providers, preferences and permissions.
CRM connections
Customer details and useful activity connected to the systems your team uses.
Tasks & handoffs
The right person knows what needs attention and why.
Customer journeys
Different paths for different services, stages and customer needs.
Reporting & visibility
Review activity, outstanding work and the information that helps you make decisions.
Configured. Tested. Supported.
Your business
sets the brief.
- First, understand the work.
- Map your customers, team, tools and the tasks that consume time or lose momentum.
- Then, define the boundaries.
- Agree on scope, access, provider connections and the actions that need a person’s approval.
- Test before activation.
- Walk through the agreed customer journeys and exceptions before putting the setup into use.
- Keep improving.
- Review the workflow with ongoing support and monitoring defined in your service agreement.
A few useful answers
Before we
get started.
Is Barkley Brain the same for every business?
No. Each engagement starts with the business: how inquiries arrive, what needs to happen next, which systems are involved and who should stay in control. The scope is customized before activation.
Will it work with my existing CRM?
We review your CRM and provider connections during discovery. Availability, permissions and the work required are confirmed in the proposal before an integration is promised.
Will it send messages without my approval?
The permissions and approval rules are part of the setup. You decide which agreed workflows may act automatically, which require review and when communication should stop or move to a person.
How is Brain priced?
Brain pricing is tailored to your business. Your implementation fee and monthly service depend on business size, the people and systems connected, workflow complexity, activity volume, monitoring and support. Provider charges and responsibilities are itemized before you commit.
Your next move
What keeps landing back on your desk?
Start with the work you want handled better. We’ll help you map a practical first step.
Start my Brain request