← All case notes

Services firms

Leads answered in minutes, booked in one step

The situation

A design services firm ran leads through a shared inbox. First replies averaged five hours; warm leads went cold before anyone proposed a call.

What we built

A lead triage agent that qualifies enquiries, drops them into Zoho CRM with source attached, alerts the owner on WhatsApp, and replies with a booking link inside a minute.

Enquiries now book themselves into my calendar while I'm still on site. The follow-up just happens.

Principal, design services firm

The measured result

Before

~5 hrs

After

<15 min

first response to a new enquiry

Stack used

  • Zoho CRM
  • WhatsApp
  • Cal.com
  • AI agent