Automating intake and follow-up end to end.
An AI agent now captures every inbound lead, qualifies it, and runs follow-up across email and SMS — so no ready-to-buy customer ever reaches a dead end.
Published June 14, 2026 · Updated June 19, 2026
The context
A professional-services firm was generating plenty of inbound interest but losing it at the front door. Leads arrived by web form, email, and phone at all hours, and a small team could only respond during business hours — by which point the fastest competitor had already booked the work.
The challenge
Speed-to-lead was the whole game and the firm was losing it. Industry research is unambiguous: responding within five minutes makes a lead far more likely to qualify than waiting even half an hour. After-hours and weekend inquiries sat untouched until morning, follow-up was inconsistent, and ready-to-buy prospects quietly went cold because no one reached them in time.
Representative outcome modeled on industry benchmarks; individual results vary.
How we delivered it.
- 1
Instrumented every inbound channel — web forms, email, and calls — into one intake queue so no lead could slip through a gap between tools.
- 2
Built an AI agent that captures each lead, asks qualifying questions, and scores intent the moment it arrives, day or night.
- 3
Wired a multi-touch follow-up sequence across email and SMS that adapts to how the prospect responds and stops the instant they book.
- 4
Routed qualified, context-rich leads straight to a human with the conversation already summarized, so reps spend time closing, not chasing.
What we built
- A unified intake layer capturing web, email, and phone leads into one queue
- An AI qualification agent that responds and scores intent 24/7
- An adaptive email + SMS follow-up sequence that halts on booking
- CRM hand-off with a full conversation summary for every qualified lead
The outcomes
Representative outcome modeled on industry benchmarks; individual results vary.
“Every lead now gets a real answer in seconds, at 2pm or 2am. Our people spend their time closing the ones that are ready, not digging for the ones that went quiet.”
The service and the related work.
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