B2B services · United States
AI Lead Routing Automation
Zero missed leads and instant first reply, including weekends.
0
Missed leads
Instant
First reply
14
Hours returned / wk
- Challenge
- Missed calls and slow response. Inbound demos sat in a shared inbox overnight.
- Solution
- 24/7 AI chat and SMS follow-up with scoring, territory routing, and CRM write-back.
- Outcome
- Zero missed leads and instant first reply, including weekends.
A B2B services firm with a strong outbound motion was leaking inbound. Website chat was a widget nobody staffed. After-hours demo requests waited until morning — by which time a competitor had already booked the call.
We mapped every inbound source, trained a constrained assistant on the firm's actual offer and disqualifiers, and wired it to SMS the right closer by territory. Anything the assistant could not answer cleanly escalated. Every turn logged in the CRM.
Missed inbound dropped to zero. The sales team kept the conversations that needed a human and stopped babysitting the inbox.