Professional Services & AI Agents
AI Lead Qualification & Routing Agent
Custom AI agent for a professional services firm that qualifies inbound leads from their website and email, enriches contact data using public sources, scores leads based on fit and intent, and routes high-priority prospects to the right team member automatically. Low-priority leads receive automated nurture sequences.
The challenge
What we were solving
A professional services firm was losing deals because of slow response times. Their team of four was spending hours each day manually triaging inbound enquiries - reading emails, researching companies on LinkedIn, and deciding who should handle each lead. High-value prospects were waiting up to 4 hours for a response, and lead qualification was inconsistent depending on who happened to pick up the enquiry.
Our approach
How we built it
We built a custom AI agent that intercepts inbound leads from the website and email, enriches contact data using publicly available sources, and scores each lead using a model trained on the client's historical conversion data. High-scoring leads are routed instantly to the most appropriate team member based on service fit. Medium-scoring leads enter automated nurture sequences. The agent integrates directly with the client's CRM, eliminating manual data entry and ensuring every interaction is tracked from first touch to close.
Results
What we delivered
Average response time reduced from 4 hours to under 2 minutes
Lead scoring accuracy above 85% based on conversion data
Automated CRM enrichment saving 6 hours per week
Intelligent routing to correct team member based on service fit
Automated nurture sequences for lower-intent leads
Tech stack
Built with
Deep dive
The full picture
Professional services firms live and die by their pipeline, but most waste hours every week on leads that were never going to convert. This client had a team of four spending significant time each day triaging inbound enquiries - reading emails, checking LinkedIn profiles, researching companies, and deciding who should handle each lead.
The AI agent we built handles the entire qualification workflow. When a new lead comes in via the website form or forwarded email, the agent enriches the contact data using publicly available sources - company size, industry, recent news, LinkedIn presence. It then scores the lead based on a custom model trained on the client's historical conversion data, factoring in company fit, budget signals, and intent indicators.
High-scoring leads are routed instantly to the most appropriate team member based on service line and seniority. Medium-scoring leads enter a tailored nurture sequence. Low-scoring leads receive a polite automated response. The system has reduced average response time from 4 hours to under 2 minutes for high-priority prospects, and the qualification accuracy exceeds 85% when measured against actual conversion outcomes.
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