ExecuteIQ: AI-Powered Lead Response Platform
Angel Mendoza, Plan Then Execute
The Challenge
Angel Mendoza runs Plan Then Execute, a marketing consultancy serving home service businesses across Southern California. His clients — plumbers, HVAC technicians, plasterers, fencing companies — invest heavily in Yelp advertising to generate inbound leads. But a persistent problem was killing their ROI: response time.
When a homeowner submits a Yelp lead at 2 AM about a burst water heater, or fires off a quote request for a bathroom remodel during their lunch break, every minute of delay erodes the chance of booking that job. Angel's clients were either missing leads entirely, responding hours later with generic templates, or assigning staff to monitor Yelp around the clock — none of which scaled.
Angel needed a platform that could respond to inbound leads instantly, intelligently, and in a way that sounded authentically like each business — not like a chatbot. He also needed a centralised command centre to manage multiple client businesses from a single dashboard, with the analytics and quality controls a consultancy requires to prove value.
The Solution
I partnered with Angel to design and build ExecuteIQ — a full-featured web application purpose-built for marketing consultants who manage Yelp lead response on behalf of home service businesses. The platform runs on Rails 8 and integrates directly with Yelp's partner APIs via webhook-driven real-time lead ingestion, pairing that pipeline with AI-powered auto-response generation through Anthropic's Claude.
The result is a system that receives a lead, understands its context — job type, urgency, location, customer name — generates a human-sounding response calibrated to the specific business's voice, and sends it back within seconds.
Multi-Business Architecture: ExecuteIQ was designed from the ground up as a multi-tenant platform. Angel manages 11 businesses from a single partner account, each with its own configuration, brand voice, and autoresponder settings.
Deep AI Customisation: Rather than a one-size-fits-all chatbot, I built a layered customisation engine. Each business has a dedicated system prompt covering role definition, formatting rules, phrases to avoid, first-message behaviour, urgency calibration tiers, and tone direction.
Business Voice & Context: A separate configuration captures each business's identity — their story, brand voice, key phrases, service approach, and voice guidelines.
Example-Based Training: Each business can have curated sets of good and bad response examples with scenario context, giving the AI concrete behavioural guardrails.
Live Preview & Testing: Before deploying configuration changes, a live preview panel lets users test how the AI would respond given the current prompt and context.
Conversations & Lead Pipeline: A central inbox with filterable, searchable list of all customer interactions, plus a Kanban-style lead pipeline tracking prospects through stages with lead scoring.
Analytics Dashboard: Six KPI cards plus visualisations for revenue trends, lead velocity, conversion funnels, and platform performance.
Response Evaluation: Every AI-generated response is logged and queued for quality review with approve/reject actions.
The Results
100% response rate — every Yelp lead receives a contextual, personalised response, eliminating the missed-lead problem entirely.
Instant response time — leads are engaged within seconds, meeting the customer at their moment of highest intent.
234+ conversations managed for a single business, with AI handling initial engagement and routing qualified leads to the business owner for human follow-up.
11 businesses onboarded and managed from a single partner dashboard, with per-business AI customisation ensuring each brand maintains its unique voice.
Scalable QA process — the response evaluation system provides an auditable quality layer, giving Angel and his clients confidence that automated responses represent the brand accurately.
I've worked with Brad for about three years now. He's been critical in creating systems for me and my clients that have been absolute game changers — implementing cutting-edge automations and technology that actually deliver results. He's a lot more than just a developer; he's a strategic partner. Highly recommend to any business owner looking to level up their business.
Angel Mendoza, Plan Then Execute, Los Angeles, CA