Automated Lead Qualification System
Chen Real Estate Group
The Challenge
Sarah was spending 20+ hours a week manually responding to website leads, qualifying them, and scheduling showings. Most leads went cold before she could follow up.
What We Built
We built an AI workflow that instantly responds to new leads, asks qualifying questions via text/email, scores leads by readiness, and automatically books showings for qualified buyers.
How We Did It
Discovery
Mapped Sarah's lead flow from website form to showing — identified 4 bottlenecks where leads stalled.
Design
Designed a multi-channel qualification flow: instant text reply, follow-up email sequence, and smart scheduling.
Build
Connected GPT-4o to her CRM via Make.com. Built scoring logic, Twilio SMS integration, and calendar sync.
Launch
Ran in shadow mode for 3 days alongside manual process, then went live with monitoring dashboards.
Before & After
Lead response time
Weekly hours on follow-up
Lead-to-showing rate
Leads going cold
The Results
Estimated ROI
Estimated $3,800/month in saved labor costs and increased bookings
“I wish I'd done this a year ago. The bot handles the initial back-and-forth better than I did - and it never sleeps.”
— Chen Real Estate Group
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