Automated Lead Qualification to CEO Report
Company: GrowthLab — performance marketing agency Industry: B2B Marketing Services Target clients: E-commerce businesses with monthly revenue $50K–$500K Average contract: $2,500/month for 6+ months Team: 4 sales managers Website traffic: 3,000 visitors/month → 100 leads/month
| Metric | Value | Issue |
|---|---|---|
| Qualification time | 20 min/lead | 75% were non-target clients |
| Lead response time | Hours/days | Leads go cold waiting for callback |
| Lead → Deal conversion | 5% | Too many unqualified leads in pipeline |
| Dialog analysis | None | No data on what works or fails |
| CEO reporting | Manual, monthly | Inaccurate and always delayed |
Sales managers were spending most of their time on leads that were never going to convert. No system existed to filter, score, or learn from conversations.
Built a 3-part AI voice sales ecosystem that works as a closed loop:
New Lead → Voice Agent Call → BANT Score → CRM
↓
Daily Dialog Analysis → Google Sheets
↓
Weekly CEO Report → Telegram
Automatically calls new leads within 2 minutes of form submission. AI agent Arabella qualifies leads using BANT framework, calculates score 0–100, and updates Zoho CRM with AI_Context + AI_Score + Session_ID.
Runs daily at 9:00. Analyzes every qualified call — identifies agent errors, client pain points, and successful patterns. Writes structured analysis to Google Sheets.
Runs every Friday at 17:00. Combines CRM funnel metrics with dialog quality data. AI generates actionable weekly report sent directly to CEO via Telegram.