How Converse AI Scaled a B2B Service Business

See how Converse AI tackled FinAssist challenge of Unqualified leads.

Background:

FinAssist is a leading financial consulting firm specializing in tax advisory and investment strategies for businesses. As their digital marketing campaigns gained traction, the firm experienced an increase in inquiries from potential clients. However, this surge in leads came with a major drawback—the sales team was overwhelmed with unqualified leads, many of whom did not meet the firm’s service criteria.

With a small sales team and thousands of inquiries flooding in every month, FinAssist needed a more efficient way to filter and prioritize high-quality leads.

The Problem:

Despite the increase in inbound inquiries, the majority of leads were either individuals looking for personal finance services (which the firm did not provide) or businesses with budgets too small to afford FinAssist’s premium consulting services. The sales team was spending over 60% of their time filtering leads manually, delaying their ability to engage with genuinely interested prospects.

This inefficient system was costing the company valuable time and resources, reducing their conversion rates, and impacting revenue.

The Converse AI Solution:

Converse AI was integrated into FinAssist’s customer engagement strategy with a focus on automating lead qualification and nurturing.

1. AI-Powered Lead Qualification – Converse AI deployed a WhatsApp chatbot to interact with leads and ask pre-qualifying questions regarding budget, business type, and financial goals. Only those who met FinAssist’s criteria were passed on to a human agent.
2. Automated Follow-Ups for Warm Leads – For potential clients who were not ready to commit immediately, Converse AI sent personalized follow-up messages and educational content about the firm’s services.
3. CRM Integration for Streamlined Lead Management – The AI system automatically synced with FinAssist’s CRM, ensuring that sales agents focused only on high-priority leads.

The Results:

• The sales team’s workload was reduced by 55%, allowing them to focus on closing deals rather than filtering leads.
• The firm saw a 28% increase in qualified lead conversions, as AI ensured that only serious prospects reached the sales pipeline.
• Response times improved significantly, enhancing client engagement and trust.

“We no longer waste hours filtering leads manually. Converse AI has completely streamlined our sales process, allowing us to focus on what we do best—providing top-tier financial consulting!” – Head of Sales, FinAssist

With AI-driven automation in place, FinAssist now