From Website Visit To Booked Call IN SECONDS!

Scenario:

<aside> <img src="/icons/report_gray.svg" alt="/icons/report_gray.svg" width="40px" />

Hesitation costs MILLIONS.

A mid-sized Wealth Management Firm was bleeding high-value prospects because responses came far too late.

Sales agents were stuck in a manual grind, sifting through inquiries, chasing details over the phone, and burying information in outdated spreadsheets.

The result? A 12–24 hour delay before any meaningful contact.

By then, the prospect wasn’t just gone, they were already sitting in a competitor’s boardroom.

In the world of serious capital, patience is a myth. High-net-worth clients expect immediate recognition, seamless engagement, and onboarding without friction.

</aside>

Challenges:

<aside> <img src="/icons/mountains_gray.svg" alt="/icons/mountains_gray.svg" width="40px" />

• Follow-ups lagged, high-value prospects left waiting.
• No unified qualification framework, decisions varied, results inconsistent.
• Lead data fragmented across email threads and scattered notes.
• Scoring and outreach slowed by manual, time-heavy processes. </aside>

Solution:

<aside> <img src="/icons/light-bulb_gray.svg" alt="/icons/light-bulb_gray.svg" width="40px" />

We deployed our Lead Qualifier & Scorer Agent with three core flows:

1. Initial Conversation Agent
   • Greeted website visitors in real-time.
   • Collected personal info, financial goals, and preferences via conversational chat.
   • Stored all data instantly in Airtable.
2. Scoring, Emailing & Dashboard Updates
   • New Airtable entries triggered the Scoring Agent.
   • Applied an internal scoring model to assess lead potential.
   • Updated Airtable with the lead score + reasoning.
   • Sent a call booking email to qualified leads immediately.
   • Created a Notion page for each lead, containing all details, score, and summary.
3. Unqualified Lead Handling
   • Sent polite “keep-in-touch” emails to unqualified leads. </aside>

Results:

<aside> <img src="/icons/confetti-party-popper_gray.svg" alt="/icons/confetti-party-popper_gray.svg" width="40px" />

• Instant engagement, every qualified lead responded to in real time.
• 20+ hours/month reclaimed for the sales team to focus on closing, not chasing.
• ~30% lift in booked calls through precision-targeted follow-ups.
• Centralized client intelligence in Notion, sales agents step into every call fully briefed, with up-to-date profiles, lead scores, and conversation history at their fingertips. </aside>

Workflow Implemented:

Tech Stack Used:

<aside> <img src="/icons/database_gray.svg" alt="/icons/database_gray.svg" width="40px" />

1. LLM – Google Gemini API, Open AI API
2. Workflow Orchestration – n8n
3. Database – Airtable
4. Dashboards & Data Storage – Notion
5. Email Automation – Google API </aside>

No more chasing. Every lead qualified, scored, and followed up INSTANTLY.