In the world of custom fashion, client experience begins long before the first fitting. For companies like David Alan Clothing, a premier Pittsburgh-based brand specializing in bespoke suits and personalized styling, the ability to capture interest, nurture leads, and seamlessly schedule appointments is as critical as the craftsmanship of the garments themselves. Every missed call or unanswered text represents not just a lost opportunity, but also a potential customer left without the tailored experience they were seeking.
Yet, the traditional process of following up with prospective clients posed significant challenges. Staff members spent countless hours sending manual text reminders, making phone calls, and juggling multiple tools to coordinate calendars and client information. This fragmented approach not only consumed valuable time but also created inconsistencies in messaging, tone, and follow-through. While some leads moved smoothly through the funnel, many were lost along the way—either never booking a fitting or disengaging after initial contact.
Recognizing the need for a smarter, more scalable solution, David Alan Clothing partnered with LATO AI to design an AI-powered engagement platform capable of automating follow-ups while preserving the brand’s signature personal touch. By integrating directly with Pipedrive (CRM), Calendly (scheduling), and JustCall (SMS & calling), the system provides end-to-end visibility into every client interaction. From the very first inquiry to the confirmation of a fitting, the platform ensures that each lead is nurtured with precision, consistency, and warmth.
The Challenge: Overcoming Inefficiencies in Client Engagement
Before partnering with LATO AI, David Alan Clothing faced a series of operational challenges that directly impacted their ability to convert interest into booked fittings. While the company had already built a reputation for excellence in custom tailoring, their internal processes for managing leads, scheduling, and follow-ups were heavily manual, time-consuming, and prone to inconsistency.
Manual Follow-Ups Consumed Valuable Time
Each new lead required multiple calls, texts, and reminders, often managed by different team members without a standardized process. Stylists and staff found themselves repeating the same outreach tasks over and over, reducing the time they could dedicate to client consultations and fittings. This inefficiency slowed down the sales funnel and stretched the team thin.Missed Appointments and Lost Opportunities
Without an automated system in place, many leads simply slipped through the cracks. Prospective clients who expressed initial interest would sometimes forget to schedule a fitting, or fail to respond to a message, resulting in unconverted opportunities and lost revenue. For a brand built on exclusivity and personal service, even a small drop-off in conversions had a measurable impact.Fragmented Tools and Information Silos
The company relied on multiple disconnected platforms—Pipedrive for CRM, Calendly for scheduling, and JustCall for messaging. While each tool served its purpose, there was no unified visibility into the client journey. Team members had to toggle between systems, copy information manually, and reconcile updates, which created gaps in communication and delayed responses.Inconsistent Messaging and Tone
Because outreach was handled by different staff members, the client experience varied widely. Some messages were casual, others overly formal; some clients received timely reminders, while others went days without follow-up. This lack of consistency not only weakened brand voice but also created uncertainty for clients accustomed to the seamless, polished experience David Alan is known for.Limited Tracking and Reporting
Managers struggled to gain a real-time view of where each lead stood in the funnel. There was no simple way to track which messages were sent, which calls were made, or whether those efforts resulted in bookings. Without centralized reporting, analyzing performance and optimizing outreach strategies was nearly impossible.
These challenges collectively underscored the need for a robust, AI-powered engagement platform—one capable of handling repetitive outreach tasks automatically, ensuring consistent communication, and providing clear visibility across the entire lead lifecycle.
Our Goal: Automating Engagement While Preserving the Personal Touch
The collaboration between LATO AI and David Alan Clothing was guided by a clear mission: to build a system that could take the weight of repetitive client follow-up off the shoulders of staff, without sacrificing the personalized experience that defines the brand. From the outset, the objective was not just to implement automation, but to create a platform that felt like an extension of the David Alan team—a digital assistant that works tirelessly in the background, ensuring every lead receives the attention it deserves.
Scalability for Growth
As the brand expanded its reach, the volume of new leads and client inquiries grew as well. The system needed to handle hundreds of simultaneous follow-up sequences without losing consistency or overwhelming staff. Scalability was essential, ensuring that whether the business was managing 10 leads or 1,000, the quality of communication remained the same.
Seamless Integration Across Tools
Since David Alan Clothing already relied on Pipedrive, Calendly, and JustCall, the solution had to bring these tools together into a single, coordinated workflow. By syncing data automatically between platforms, the team could eliminate duplicate entry, reduce errors, and gain a unified view of each client’s journey from first contact to confirmed fitting.
Operational Efficiency and Cost Reduction
Repetitive manual follow-ups drained valuable staff hours. Automating texts, calls, and reminders would free stylists to focus on higher-value activities—design consultations, fittings, and delivering exceptional client service. Reducing administrative workload meant lowering operational costs without reducing engagement quality.
Enhanced Client Communication
Every interaction with a client had to reflect the David Alan brand: professional, warm, and personal. The goal was to create a system that could not only replicate these tones but adjust them contextually—whether sending a casual icebreaker, a professional reminder, or a respectful “last call.” By blending AI automation with human-like conversation, the platform aimed to strengthen client relationships rather than diminish them.
Real-Time Insights and Accountability
Transparency was another critical objective. Managers needed to see exactly what outreach had been performed, what responses were received, and how leads were progressing. With real-time reporting and interaction logs, the system would deliver visibility into every stage of the funnel, enabling data-driven decision-making and continuous optimization.
By aligning these goals, LATO AI and David Alan Clothing set out to create more than just a scheduling assistant. The vision was to develop an AI-powered engagement engine that could anticipate client needs, maintain the human touch, and ultimately drive higher booking rates and client satisfaction.
At a Glance: The David Alan Clothing AI Engagement Platform
The David Alan Clothing Engagement Platform, custom-built by LATO AI, represents a next-generation approach to client communication and appointment scheduling. By unifying CRM, scheduling, and messaging into a single AI-powered system, the platform eliminates inefficiencies and ensures that every lead receives consistent, timely, and brand-aligned outreach. Far from being a generic automation tool, the solution was designed as a virtual stylist’s assistant, capable of handling repetitive follow-ups while allowing the David Alan team to focus on what matters most: delivering exceptional tailoring experiences.
How the AI-Powered Platform Works: Streamlining Client Engagement
Admin Dashboard: Centralized Oversight
The Admin Dashboard is the operational heart of the David Alan Clothing Engagement Platform. It provides managers with a holistic view of all AI-driven activities, enabling them to track performance, review outcomes, and ensure every lead is nurtured effectively. Within this dashboard, users can filter by action type, client name, or engagement status to gain precise visibility into client journeys. Each action—whether it is a message sent, a confirmation received, or a booking completed—is logged in detail. This transparency ensures that the AI operates as an accountable member of the team, giving managers confidence that no client has been overlooked.
Integration Settings: Connecting Pipedrive, Calendly, and JustCall
Seamless integration is essential to the success of this platform. Through the Integration Settings panel, administrators can connect core systems—Pipedrive for CRM, Calendly for scheduling, and JustCall for outreach—using secure API tokens. Each integration is mapped to specific pipeline stages and calendar events, ensuring that when a client moves to “Requested Fitting” in Pipedrive, they are automatically funneled into the correct sequence of outreach and booking options. Administrators can also toggle between test and production environments, or even accelerate notification cycles for debugging purposes. This design guarantees that all tools work in harmony, eliminating silos and manual data entry.
Messages Log: Real-Time Communication Tracking
The Messages Log provides a transparent record of every interaction between AI and client. Each SMS, whether it’s a lighthearted icebreaker or a professional appointment reminder, is captured and timestamped. This log not only provides accountability but also context for human staff who may need to step in and continue the conversation. Managers can see both outgoing and incoming messages in one place, creating a complete narrative of the client journey. By reviewing these logs, the David Alan team can fine-tune messaging strategies, identify which tones resonate best, and continuously improve the client experience.
Notifications Panel: Automated Outreach at Scale
The Notifications panel consolidates all scheduled and delivered client communications.
Each entry clearly shows the message content, delivery status, and timestamp, allowing managers to monitor outreach campaigns at scale.
The system balances automation with oversight, ensuring that while AI handles the heavy lifting, staff retain visibility into every action.
Notifications range from friendly nudges (“Just checking in…”) to urgency-driven reminders (“I’m logging out of our scheduling system soon, but wanted to check before I go…”), each crafted to reflect David Alan Clothing’s approachable yet professional brand voice.
Manual Notification Management: Flexibility for Edge Cases
While automation is central to the platform, it also provides the flexibility to manually add or adjust notifications when needed. Administrators can input custom messages, select send dates, and adjust statuses to account for unique scenarios—such as VIP clients requiring personalized treatment, or rescheduling outreach due to unexpected conflicts. This capability ensures that automation never limits human creativity or responsiveness, but rather enhances it.
Client Directory: Complete View of Leads and Customers
The Clients section brings all lead and customer data into one accessible interface. Each entry displays name, email, phone number, and notification status, with quick toggles to pause or activate automated outreach. By consolidating all contacts in a single view, the directory eliminates the need for staff to juggle multiple systems. Team members can search by name or number to instantly access client records, enabling efficient management of both high-volume campaigns and individual follow-ups.
Client Details: Deep-Dive Into Individual Journeys
Every client record can be expanded into a detailed profile that captures the full scope of their engagement. Within this view, administrators see not only basic contact information but also booking UUIDs, deal IDs, GPT thread references, and a history of notifications sent. The system provides timestamps for when a client registered, the last notification they received, and whether outreach has been paused. This granular visibility ensures accountability at the individual level and equips the David Alan team with the insights they need to tailor the client experience further.
Key Features
Automated Lead Follow-Up: AI-driven SMS and call sequences nurture leads for up to 21 days with personalized, human-like messaging.
Seamless Scheduling: Direct integration with Calendly ensures clients can self-book fittings or confirm appointments instantly.
CRM Sync: Real-time updates in Pipedrive keep all lead statuses, conversations, and bookings in one place.
Customizable Notifications: Admins can adjust or add manual outreach for VIP clients and unique cases.
Insightful Reporting: AI activity logs, message histories, and booking analytics provide full visibility into performance.
Why It Matters
Fashion brands like David Alan don’t need bulky enterprise CRMs—they need smart, lightweight tools tailored to their client experience. This platform delivers:
Consistency in tone, timing, and engagement across every lead.
Efficiency by freeing stylists from repetitive outreach tasks.
Scalability to manage growing volumes of client inquiries without adding staff.
Profitability through higher booking conversion rates and reduced lost opportunities.
Conclusion: Redefining Client Engagement in Custom Fashion
The David Alan Clothing Engagement Platform demonstrates how artificial intelligence can transform a traditionally manual, high-touch process into a scalable, data-driven, and client-friendly system. By uniting CRM, scheduling, and messaging tools into a single streamlined workflow, the platform not only eliminated inefficiencies but also amplified the personalized experience that defines the David Alan brand.
Through automated outreach sequences, real-time logging, and seamless integrations, the AI ensures that no lead is forgotten, no message goes unsent, and every client is guided smoothly from first contact to fitting confirmation. At the same time, the system preserves flexibility by allowing human staff to step in when needed—maintaining the authenticity and warmth that clients expect.
For David Alan Clothing, this isn’t just about technology—it’s about extending the brand’s personal touch at scale. The solution empowers the team to focus on what they do best—designing and delivering exceptional custom garments—while AI manages the background work of nurturing leads and driving bookings.
This integrated, AI-powered approach positions David Alan Clothing as a pioneer in the intersection of fashion and technology, proving that intelligent automation can enhance client engagement, boost operational efficiency, and set new standards for customer experience in the luxury apparel industry.
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