Peak Ops | Capture, Follow up, Nurture in One AI Toolkit | PeakQi Skip to main content
AI OPERATING SYSTEM FOR TAIWAN SMEs

AI that catches
every customer.

Every tool works — they just don't connect.

Keep all five tools —
stop moving data by hand.

Unread piles up, leads go cold — customers slip through the gaps.

PEAKQI SIGNAL
CAPTURED Inquiry caught
CLASSIFIED Need sorted
ASSIGNED Owner assigned
FOLLOW-UP CREATED Follow-up set
Customer card · Ms. Wang LINE
Need type On-site service
Budget tag Evaluating
Service item Plan consult
Contact time Fri 14:00
Follow-up DAY 1 set
Human handoff Flagged ✓
Chat turned into structured customer data — AI drafts, you confirm.
FROM CHAOS TO CONTROL

Plug AI into your flow —
capture, follow up, nurture as one.

Start by proving one high-value flow.
Standard modules live in as little as 10 working days.

See a scenario demo first — decide on rollout after.
Scroll to see six daily flows caught
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SYSTEM HANDOFF — SCATTERED TOOLS, ONE DATA FLOW

Keep your tools. Bridge the gap.

Left: today, scattered. Right: connected — one inquiry, entered once, readable at every step.

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The console is assembled — that's just the start. Next, watch data flow into your daily operations.

CHAOS DIAGNOSTIC

Start with a process X-ray

Where inquiries enter, where deals stall, what AI takes, what people decide.

PEAKQI TAKES OVER
LINE · 3 groups

"Is the quote ready?" — 3 hours ago

leads_v7.xlsx

Which row is newer, this or v5?

quote.pdf

Still "I'll get to it later"

Memo

Reply Mr. Wang!! (3 days ago)

Form replies · Google Sheet

No one knows who replies

Live diagnostic (walkthrough) LIVE
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* Metrics are a visual walkthrough, not performance data.

The diagnosis is one line —
not a lack of customers, but dropped and unmanaged.

Seven things the X-ray gives you

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Run my workflow Bring your most time-consuming flow. We shoot this X-ray first — then talk rollout.
01 PAIN POINTS

Not the tools — three broken links

Business is fine. Once customers arrive, the flow breaks in three places.

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Capture, follow up, nurture — the order we reconnect those three breaks.

See how AI helps
02 THE COST OF CHAOS

What scattered, slow and leaky costs

STEP 01
100 /mo
inquiries in
STEP 02
30 leads
lost to slow replies and broken data
STEP 03
10 k
NT$ average order value
STEP 04
300 k/mo
NT$ revenue at risk monthly
NT$3.6M /yr Scenario estimate

Scenario{{ lossNote }}

More tools, more gaps —
customers slip right through.

03 CAPTURE / FOLLOW / NURTURE

From inquiry to a trackable flow

Capture the need · Follow up to move deals forward · Nurture the relationship.

01 Capture 02 Follow up 03 Nurture
01

Capture

AI ANSWERS FIRST Capture details →

AI answers first, reads the need and books time slots — handing off to a person when it matters. A 2 a.m. inquiry no longer waits until morning.

What comes inInquiries arriving from LINE, forms or phone calls.What AI doesAI reads the need, answers FAQs and books time slots.What gets savedChat highlights, need type and contact info — saved as one customer record.What people ownPricing, availability and special requests go to a person.Next stepNext comes Follow up: assign an owner and a next step.
How much is on-site service? Slot held for you — our team confirms the details.
Need read ✓ Slot booked ✓ Human handoff
02

Follow up

EVERY DEAL OWNED Follow-up details →

The CRM centralizes customers and their stages. The system nudges you when it's time; AI drafts the message.

What comes inDeals on file that haven't closed yet.What AI doesAI drafts follow-up messages and reminders by deal stage.What gets savedEvery interaction, the current stage and the next action.What people ownWhether to send, and how to talk — the owner decides.Next stepNext comes Nurture: prep quotes, cases and content.
New · 2 Quoting · 1 To follow · 1
DAY 1 nudge DAY 3 case DAY 5 offer DAY 7 check-in
03

Nurture

RELATIONSHIPS KEPT WARM Nurture details →

Cases, content, offers and touchpoints in one plan — moving "still thinking" customers toward the order.

What comes inCustomers still deciding, or closed and worth keeping.What AI doesAI preps cases, content and proposal drafts, tuned to each customer.What gets savedEvery touchpoint on record — relationships stop living in one person's memory.What people ownWhich offer to push, and when to reach out — people decide.Next stepResults return to the console: where inquiries come from, where they stall.
Case content Offers Tag segments Content queue Retargeting
Wed 10:00 · case post scheduled

Three layers merge — one back office

PEAKQI SYSTEM ONE BACKOFFICE
Capture ✓ Follow up ✓ Nurture ✓

All three layers land in one back office — you run it from one place.

Run my workflow
LIVE OPS CONSOLE

One view, six daily flows

Six modules share one customer record. Start with just one; connect more later.

Scroll to switch scenes — AI Support
PEAKQI OPS CONSOLE LIVE
12New today
28sAvg reply
18%Conv this week
Ms. Wang · LINE● In chat
AI on duty
How much is on-site service? Any time this week? Pricing depends on scope. I've held Friday afternoon for you — mind sharing a few details? Sure — a three-bedroom clean. Roughly how much? Three bedrooms start around NT$2,800. Your customer card is set — our team confirms Friday 14:00 👌
Need read ✓ Slot held ✓ Key → to human
Type a message…
Pipeline18 total · 5 new this week
New3
Jacky Wu · 3BR
Mr. Lee · office
Quoting2
Ms. Wang · DAY3
Won6
Mrs. Lin ✓
Mr. Chen ✓
Mr. Chen → auto follow-up

Every customer's stage and owner, at a glance.

peakqi.studio ···
💬
#onsite #thisweek
AI generating content
Image assets
Short video
Feed post
This week's queue
Wed 12:00 · IG postSet
Fri 18:00 · short videoSet
Publish / schedule
Quote #Q-0715Ms. Wang · on-site cleaning
Auto tax
Base on-site service12,000
Add-ons ×218,600
Deep-clean add-on6,000
Sales tax 5%1,830
Total (tax incl.) NT$ 38,430
Send to client Download PDF
Project boardOn-site clean · Ms. Wang
To do
Confirm scope
Assign crew
Doing
Send the quote
Done
Customer card ✓
Slot held ✓
Quote task
Progress 60%
Monthly ops dashboardConv 18% ↑
128New this month
28sAvg reply
NT$92KClosed this month
Sources · LINE 42% / IG 33% / Web 25%AI monthly report ✓
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DATA RELAY

One inquiry's full journey

From intake to record, owner, quote and follow-up — then back to the console.

AI assist System rules Human confirm
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Every station lives in one back office — no tool switching, no retyping.

04 MODULE MAP

AI is the collaboration layer

Data comes in, AI sorts it, people approve, results flow back to each module.

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PEAKQI AI ops core 24h online
MODULE {{ selN }}

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Tip: ← → keys switch modules See how modules combine →
PEAKQI AI ops core Six modules, one back office
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Base support modules {{ b }} See how modules combine →
05 CASE STUDIES

Real cases and results

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BEFORE — STUCK ON

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SYSTEM — WHAT WE BUILT

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RESULT — THIS CASE
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Apply this flow to my business →
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06 SELECTED WORKS

Selected works

See all work →
07 WHY PEAKQI

Repetition to the system, judgment to people

Copying, pasting and reminders go to the system; judgment and warmth stay human. Three common approaches, compared.

Single AI tool
Full custom build
PeakQiTop pick
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{{ cc.name }} Top pick
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08 PLANS & PRICING

Choose a plan fast

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What this plan covers {{ v.name }} Ops console ✓
{{ p.code }} {{ p.name }} Most popular
Cost {{ p.quote }} Run my workflow
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Run my workflow
Manual repetition Copy, sort and re-paste, record by record
VS
AI-assisted flow System compiles, people confirm
AI handles the routine, exceptions go to people.

Standard not enough? We build custom too

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09 USAGE & BILLING

AI usage, spelled out upfront

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10 GO-LIVE TIMELINE

Standard modules live in as fast as 10 working days

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11 LOW RISK

Start Phase 1 with lower risk

Prove it works before going further. Contract, tuning period and exit terms are explained line by line before signing.

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12 FAQ

FAQ

Anything else? A 15-minute demo answers it with your own scenario.

Run my workflow →
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NEXT STEP

A customer is texting now.
This time, AI catches it.

Bring the flow you drop most often — 15 minutes settles Phase 1.

Run my workflow See real cases
(02) 6609-3699 jacky@peakqi.com
LINE・23:41 "Any slots left?"
Reply Mr. Wang!! This time, the system remembers
✓ Caught · on file · follow-up set
PEAKQI OPS CONSOLE LIVE
12
New today
28s
Avg reply speed
18%
Conv rate this week
Capture 23:41 inquiry answered, slot held
Follow DAY 3 case message drafted — waiting on you
Capture ✓ Follow up ✓ Nurture ✓