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Lead‑gen assistant boosts

MQL→SQL

A B2B SaaS deployed a lead‑qualifier assistant across site and WhatsApp; CRM rules routed hot leads instantly to sales.

Contents

  1. Objectives & KPIs
  2. Solution architecture
  3. Implementation
  4. Results
  5. Governance & security
  6. Lessons learned
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Objectives & KPIs

  • Qualify leads with consistent questions and scoring.
  • Route hot leads instantly to reps and calendars.
  • Track attribution and outcomes in CRM.

 

+32%

MQL→SQL conversion

−50%

Time‑to‑
first‑response

+18%

Booked meetings

< 7 days

Pilot
live

Solution architecture

Assistant qualifies using ICP rules, enriches via API, and books meetings; escalates to human when needed.

Web/WhatsApp → Assistant
ICP rules + enrichment → Score
Routing → CRM owner & calendar
Analytics → GA4 + CRM reports

We applied prompt guardrails, PII filtering, and rate limits. Clear escalation and analytics were embedded from day one.

Key integrations

  • HubSpot CRM
  • WhatsApp Business API
  • Calendly/FluentBooking
  • GA4

 

Channels

  • Website widget
  • WhatsApp
  • Email fallback

 

 

Implementation

1) Discover

Goals, KPIs, data sources; success criteria and analytics events.

4) Launch

Pilot, QA, calibration; gradual rollout with dashboards.

2) Design

Flows, prompts & guardrails, UX, privacy filters, integration plan.

5) Handover

Docs, runbooks, enablement, and iteration roadmap.

3) Build

Connect data, implement logic, tag analytics, harden security.

Results & evidence

  • MQL→SQL: +32% vs. previous quarter
  • Response time: −50%
  • Meetings: +18% booked via bot
  • Rep satisfaction: improved lead quality

Significance verified via standard tests; GA4/BI dashboards tracked lift and seasonality.

 

Testimonial

“Lead quality went up and the team stopped chasing unqualified demos.”
— Client stakeholder

Governance & security

  • Least‑privilege access and environment isolation.
  • PII filters; no training on raw logs.
  • Transparent citations or decision trails.
  • Audit trail for changes and rollbacks.

 

Runbooks

Operational SOPs for updates, incident response, and periodic reviews.

Lessons learned

  • Keep the script short
  • Always show a human option
  • Sync outcomes back to CRM

 

 

Next steps

  • Add multilingual flows
  • Segment by campaign UTM
  • Improve scoring model

 

 

Want similar results?

We’ll tailor a sprint to your stack and seasonality, with clear KPIs and guardrails.

Published on

Category(s)ChatbotsSMEs & Startups