Case Study — AI Lead Automation
Speed-to-lead for a multi-agent real-estate team
The challenge
Portal and paid-ad leads arrived faster than agents could call them. Many went cold before a first conversation, and follow-up was inconsistent.
What we built
An AI calling agent contacts every new lead within a minute, qualifies intent, budget and timeline, checks live calendar availability and books a showing. The CRM is updated and the assigned agent is notified.
Technology
What's under the hood
Listing a tool here doesn't imply a partnership — we choose the stack for the job.
- AI Calling Agent
- GoHighLevel
- Twilio
- Google Calendar
- n8n
Outcome
What changed
Every inbound lead now receives an immediate call and a structured follow-up sequence. Agents start their day with booked appointments instead of a list to dial.
More
Other patterns we've automated
Customer Communication
Turning missed calls into booked jobs for a home-services company
- Challenge
- Calls during jobs and after hours went to voicemail. Prospects hung up and called the next company on the list.
- Outcome
- After-hours inquiries are now captured and scheduled instead of lost. The office team starts each morning with a populated job board.
- AI Receptionist
- Twilio
- Make
- Airtable
Workflow Automation
Automated onboarding and CRM hygiene for a B2B SaaS
- Challenge
- New trial signups triggered a chain of manual steps: account setup, CRM records, welcome sequences and internal handoffs — each a chance to drop a customer.
- Outcome
- Onboarding runs the same way every time, sales sees high-fit trials immediately, and CRM data stays clean without manual upkeep.
- n8n
- Custom API
- Stripe
- HubSpot-compatible CRM
Next step
Want a result like this for your business?
Tell us about the process you want to improve. We'll come back with an approach, a timeline and a cost — no obligation.