Case study
Professional services firm (name available on request)
A website with an AI qualification agent that asks the right questions and routes qualified enquiries into the firm's CRM.
Challenge
Enquiries arrived with too little context to prioritise.
The existing problem
A single contact form produced unqualified leads that consumed senior time to triage.
Strategy
Replace the generic form with a conversational qualification flow tied to CRM fields.
Design
Restrained, credible layouts with proof of expertise close to every call to action.
Development
Fast marketing site with structured service pages and accessible forms.
AI & automation
AI qualification agent, CRM record creation, routing rules and automated follow-up sequences.
Final solution
A front door that filters and routes before anyone at the firm reads an enquiry.
Before
One generic contact form, manual triage.
After
Conversational qualification, CRM-routed enquiries, automated follow-up.
Outcome
Qualitative outcome: enquiries now arrive pre-qualified and structured. Numbers are shared directly with prospective clients.
Technology
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