Sales Systems

AI Lead Generation System for a Financial Services Brokerage

An AI lead generation and engagement system that captures, qualifies, enriches, and responds to prospects across every channel — instantly, without an outsourced BDR team.

Email + WhatsApp
One intake for every enquiry
On arrival
Leads qualified as they come in
Approved
Replies drafted for human sign-off
New
Lead #248
Lead #249
Engaged
Lead #244
Lead #246
Won
Lead #241 ✓

Systems built

  • Inbound Capture Inbox

    Unified intake for email and WhatsApp enquiries — nothing slips through.

  • Inbound Qualification Agent

    Qualifies and categorises incoming leads the moment they arrive.

  • Outbound CRM & Prospecting Agent

    LinkedIn and manual prospect lists enriched and personalised automatically.

  • Engagement Agent

    Reads the full thread and drafts the next reply for every active conversation.

  • Lead Pipeline & Analytics

    Stage tracking and conversion analytics for the advisor team.

More of our work

Every workflow is custom built for you.

Talk to usSee the services