In production
Outbound lead qualification by voice
Multi-branch standby generator dealer. Salesforce, manufacturer lead portals, telephony.
Situation
Leads arrive from manufacturer and retail partner portals all day, and the ones called back within minutes convert far better than the ones called back tomorrow. Three people worked the phones and could not get to everyone, so the calling order became whoever was reachable rather than whoever was new. This year's unworked leads had piled up into the hundreds.
What we built
An agent calls each new lead within minutes, runs the same qualification questions the team asks, and books the appointment on the right rep's calendar during the call. It only offers times that rep can actually drive to, given where they already are that day. The appointment and the call outcome go back into the CRM. When the caller wants a person, the agent transfers to a named human and passes along what it learned.
How it works
Slot selection is a routing problem, not a calendar lookup. Times are filtered against real drive times between the rep's existing stops, so a booked appointment is one that can be kept.
Speed is the mechanism. The dialer runs on a short tick against new leads, because the gap between a lead arriving and the first ring is what moves the booking rate.
The CRM is the system of record. A booking creates a real calendar event owned by the rep, not a note for someone to re-enter.
Impact
$1.58M
in closed-won sales this year across 104 deals from leads the agent worked, counted from the converted opportunities in the CRM.
4,302
of the agent's 4,307 leads this year are manufacturer and retail partner demand, so the revenue is new-install conversion, not service calls.
33%
booking rate on fresh leads against about 5% on retries, measured in the first live weeks. Speed to first ring is what moves it.
An independent recount came to 105 deals and $1.59M. Reps still run the in-home consult and close the sale; the figure is attribution to the agent's leads, not a claim that it sold them.
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