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AI Chatbot Case Study

A Lead-Gen Chatbot That Never Misses a Visitor

A B2B services firm drove traffic to its site but lost visitors who arrived after hours or left before sales replied. A lead-generation chatbot now greets every visitor, qualifies them, and books the meeting.

Setting
B2B Services Firm
Chatbot
Lead generation
Connected To
Website, CRM, calendar
Go-Live
4 weeks
The Challenge

Traffic arrived, but the leads slipped away

The firm spent on ads and content to bring visitors to the site, but many arrived in the evening or at weekends, asked a question through a form, and waited. By the time sales replied the next day, the interest had cooled and the lead was often gone.

  • Visitors arrived after hours and at weekends.
  • Form enquiries waited for a reply the next day.
  • Warm interest cooled before sales followed up.
  • Good leads were lost to slow response.
The Solution

A chatbot that qualifies and books on the spot

We built a lead-generation chatbot connected to the website, CRM and calendar. It greets each visitor, answers pre-sales questions from the firm's content, asks the right qualifying questions, captures the details into the CRM, and books a meeting straight into the sales calendar.

  • Greets visitors and answers pre-sales questions.
  • Qualifies with the right prompts.
  • Captures details into the CRM.
  • Books a demo into the sales calendar.
How We Delivered

Tuned the qualifying, then went live

We grounded the chatbot in the firm's services content, set the qualifying questions with the sales team, and connected the CRM and calendar. We ran it on live traffic, refined the prompts from real chats, and let it book meetings on its own. Complex enquiries still route to a person.

The chatbot went live in four weeks.

The Outcome

More leads, captured the moment they arrive

The chatbot now engages visitors at any hour, so interest is captured while it is warm rather than lost to a next-day reply. Qualified leads rose by about 35 percent, meetings are booked straight into the calendar, and sales spend their time on conversations that are ready to move.

Visitors used to fill a form and wait until morning. Now the chatbot talks to them straight away, books the demo, and the lead is in our CRM before sales even logs in. We stopped leaking interest overnight.

Marketing Lead, B2B Services Firm

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