Executive Summary

Small and midsize businesses—roughly 200 million worldwide—routinely lose a large share of inbound opportunities between initial interest and booked revenue because capture is fragmented, qualification is manual or slow, and many teams run primarily on mobile devices. The consequence is wasted ad spend and underutilized first-party signals even though these firms typically budget in the order of $400 per year for marketing automation. You could build an AI-first product that automates lead capture, conversational qualification and funnel orchestration across web, SMS/WhatsApp and native mobile workflows, with one-click CRM/calendar sync, privacy-first data ownership, and templated vertical flows (e.g., home services, salons, clinics). The core would combine lightweight client-side capture, server-side orchestration and a small-footprint mobile app for business teams so qualification and follow-up happen within minutes, not days. This market is attractive now because generative models make reliable, contextual conversations possible at scale, privacy changes are increasing the value of owned lead telemetry, and the $80B global addressable market (200M SMBs × $400/year) shows both breadth and recurring spend. The timing aligns with mobile-first operations and growing demand for first-party data solutions. To stand out you’ll need to deliver superior out-of-the-box vertical templates, low-friction mobile UX, clear privacy guarantees and demonstrable ROI (shortened lead-to-booking times, higher conversion rates). Be honest about challenges: competition from mid-tier incumbents and point solutions is medium, acquiring SMBs cost-effectively and preventing AI hallucinations in qualification workflows will require careful engineering and strong analytics to prove value quickly.

Market Opportunity

Stop losing leads — AI automates capture, qualification & funnels targets a $80.0B = 200M SMBs x $400/year marketing-automation spend (global) total addressable market with medium saturation and a year-over-year growth rate of 14% CAGR for martech and automation adoption among SMBs over next 5 years.

Key trends driving demand: AI-enabled personalization -- generative models enable automated, conversational qualification and personalized funnels at scale.; Shift to first-party data -- privacy changes (cookie depreciation) increase value of owned lead capture & conversion telemetry.; Mobile-first business operations -- growing number of SMBs running operations primarily via smartphones demands lightweight, mobile-optimized tools.; Composability & APIs -- proliferation of integration platforms makes it easier to stitch CRM, messaging, payments and ads into unified funnels..

Key competitors include HubSpot, ActiveCampaign, Zapier, ManyChat, Apollo.io / LinkedIn Sales Navigator (adjacent).

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Stop losing leads — AI automates capture, qualification & funnels

Executive Summary

Market Validation

Market Opportunity

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