Platinum Trades: Automating 24/7 Lead Capture & Follow-up

The Challenge

Platinum Trades was losing approximately 30% of their new enquiries because they were often on-site or driving when calls came in. Their manual follow-up process for web enquiries was taking up to 24 hours, by which time many potential clients had already called a competitor.

The AI Solution

We implemented an integrated AI Receptionist and CRM Automation system. This included an AI-powered call handler that captures job details, qualifies the urgency, and instantly syncs with their CRM. Simultaneously, we deployed automated SMS and email follow-ups for all website enquiries, ensuring every lead received a response within 2 minutes.

The Implementation

The core of the solution was bridging the gap between the initial enquiry and the booking. We set up custom workflow triggers:

• AI Call Handler: Configured to ask specific qualification questions (location, job type, urgency) and offer a booking slot.
• Instant SMS Nurture: As soon as a form is filled, the lead gets an SMS with a link to book a quote time.
• Internal Notifications: The team gets an instant mobile notification with all lead details, so they can call back if urgent.

Key Outcomes

Project Summary