Categories / Lead Follow-up & Sales
Bookkeeping firm's chat assistant qualifies and scores inbound leads med specifics Added 2026-10-14
Business Bookkeeping firm (Netherlands-based automation consultant's client) Task Asking the same four qualifying questions (revenue, transaction volume, business type, timeline) and scoring leads Result Leads scored 0-3 against owner-editable thresholds; new logic applies to the very next conversation (no time/revenue numbers stated)
Tools Setup Conversational intake one question at a time state stored server-side thresholds stored as DB values editable in owner panel score computed from collected fields Source theautomationdetective.com ↗ Specifics rating med specifics high = concrete numbers/quotes; med = partial; low = qualitative Results as reported by the source; not independently verified.
← Consultant's Zapier + ChatGPT proposal generator: 45 minutes to 5 8-person tire e-commerce shop automates "Request a Quote" calls with a chatbot → More in Lead Follow-up & Sales Lead Follow-up & Sales
Ashridge Pools / pool installation contractor (solo owner with dyslexia)
attributed landing largest contract "worth over $200,000"; literacy improved over time so he used AI less
high specifics new
Lead Follow-up & Sales
Results Grow marketing firm client in home services (HVAC/roofing/renovation)
first year bot accounted for 30% of appointments booked and "more than $134,000 of annual revenue"; previously ~300 lost leads from 2–3 day response lag
high specifics new
Lead Follow-up & Sales
Drive Social Media agency helping SMBs (282-person company)
prep time cut from hours to minutes; 3x faster website content creation; web-dev project time 4 weeks → 2; 95-step Zap
high specifics new
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