Our client is a US-based company specializing in marketing services for contractor companies. They focus on local SEO-based marketing, generating leads that call specified monitored phone numbers redirected to contractors. With 50 employees and an annual revenue of $5 million, the company sought to improve its lead verification process within the fulfillment team.
The client's lead verification process involved manually reviewing call recordings to verify lead intent, references, and other parameters. This labor-intensive task required 400 hours of manual work each month, spread across multiple employees, leading to inefficiencies and potential delays.
Call Recording Automation: Our team developed a system to automatically download call recordings immediately after the call ended.
AI Transcription: The recordings were transcribed using an AI service that separated speaker one and speaker two.
AI Verification: The transcription was then fed into ChatGPT, which was prompted to verify whether the lead was relevant, hot, and met other specified parameters.
Data Integration: The verified information was automatically saved into the client's billing system and other relevant statistics databases.
Discovery and scoping: 6 sessions, 30 minutes each
Project end-to-end completion: 30 days
Total hours invested: 160 hours
The implementation of the automated lead verification process yielded significant results:
Time Savings: Saved 400 hours of manual labor monthly.
Efficiency: Shortened the lead verification process from one day to just a few minutes.
Project Completion: Delivered end-to-end in 30 days.
Financial Impact: Achieved a return on investment within the first month.
Billing Efficiency: Reduced product billing time from 30 days to 7 days.
By automating the lead verification process, our client significantly improved operational efficiency, saving substantial labor hours and expediting the billing cycle. The collaboration with Value Added Tech not only streamlined their workflow but also provided a quick return on investment, demonstrating the value of integrating advanced AI solutions into business processes. This project highlights the potential of automation to transform and optimize critical business functions, paving the way for enhanced productivity and growth.