Auto Detailing Company
The sales team had an overwhelming daily tasks list of customer follow-ups, many of which were cold leads that had been sitting for months. Manual task creation and pipeline management led to hundreds of leads slipping through the cracks. The result: lost revenue and sales time wasted on manual tracking instead of closing deals.
We built a three-tier automated pipeline that manages leads from first contact through conversion. An AI chatbot handles initial qualification 24/7, gathering vehicle details and context before passing off to a sales rep. After the rep has tried close the lead for a few days, he then passes it to the automated follow-up AI chatbot pipeline.
The leads then enters a message sequence with scheduled follow-ups on day 3, 7, 15, and then monthly. On each message day, the chatbot sends a personalized follow-up based on the customers conversation history, notes, and form data. If the customer re-engages, the system automatically notifies the sales rep and has a quick conversation before moving the opportunity back to the rep's pipeline. This system allows the company to manage 1000+ leads at a time with the work of one full-time sales rep. Everything integrates with their existing CRM for a clean, prioritized pipeline with minimal human intervention
"Now, leads never slip through the cracks. Allows me to focus on closing deals instead of managing cold leads."
Gage
Auto Detailing Company
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