CASE STUDIESCRMArbo Concern
AI-Powered Multi-Channel Intake for an Occupational Health Group
See how Triad gave Arbo Concern one automated intake layer across mail, web forms, CRM and questionnaires, so every request reaches the right team without manual triage.
OVERVIEW
Operational AI for a Six-Brand Occupational Health Group
Arbo Concern is the parent of six specialised occupational-health brands, handling absence management, re-integration, prevention and company doctors for hundreds of employers. Leads, job applications, questionnaire responses and website signals arrived through separate inboxes, forms and a CRM, each needing its own manual read and route.
CHALLENGES
Requests Scattered Across Inbox, Forms and Spreadsheets
Every incoming lead, application and questionnaire needed a person to read it, classify it, chase missing details and log it in the right system by hand. As the group grew, the same manual triage had to scale across six brands, and requests started slipping through the cracks between channels.
At Arbo Concern we say we want to do things ten times better than the rest. That means daring to take the same hard look at your own way of working. Ralf helps us do exactly that. He doesn't start with the technology, but with how our business works and where it hurts. What his team builds keeps running reliably in the background, and whenever something urgent comes up, we always get a very fast response. I'd recommend him to anyone!
John Franck
Owner & Commercial Director of Arbo Concern
SOLUTIONS
One Automated Intake Layer Across Every Channel
Triad built an AI intake layer that reads every channel Arbo Concern already uses and turns it into a structured record, without asking the group to change how they work.
- Leads and job applications from the website are read, structured and pushed straight into the group's CRM
- Inbound sales mail is classified, deduplicated and routed to the right business without manual triage
- PAGO questionnaire responses are processed automatically instead of collected and typed up by hand
- Website visitor signals are matched against the CRM and flagged with the right context, not just a raw hit
- Every record carries a full audit trail back to its original channel and timestamp
- New channels or brands in the group can be added without rebuilding the core logic
RESULTS
One Steady Flow of Leads and Cases Instead of Five Separate Inboxes
The team no longer starts each day by triaging a backlog. Every channel feeds the same structured flow, so nothing gets missed as the group adds brands and volume grows.
5
Intake channels
0
Manual triage steps
24/7
Automated intake
CASE STUDIES
