Profile: 5 years on the floor • Typical month: 8–12 vehicles
Market: 50-mile radius • Channel focus: website traffic + conquest audiences
Stack: GSSG.PRO Intent Marketing + AI Sales & Receptionist Employee + CRM integration

Challenge

David was consistent but capped—busy phone tag, missed after-hours inquiries, and broad ads that filled his pipeline with “maybe” shoppers instead of buyers ready to decide.

Solution

- Intent Marketing (4–7-day buyers): Server-side tracking and a 0–100 Lead Intent Score tied to real signals—repeat VDP views, payment calculator usage, trade-in starts, “directions,” and chat about delivery timing.

- Conquest Audiences (privacy-safe): Reached shoppers who recently visited competitor dealer sites via platform-level targeting and in-stock VIN ads—no scraping, fully compliant.

- AI Sales & Receptionist Employee: 24/7 across phone/SMS/chat/email/WhatsApp—answers instantly, books test drives, sends refundable deposit and pre-qual links, and logs everything to the CRM.

- CRM Orchestration: Auto-routing to David, sequenced reminders (48h/24h/2h), trade-in photo capture, and “similar VIN” save-plays for reschedules.

Implementation (10 business days)

Pixel map → server-side tagging → intent scoring → dynamic VIN ads → AI follow-up flows → CRM dashboards (speed-to-lead, show rate, close rate).

Results (Month 1 surge, then sustained lift)

- 50–65 high-intent buyers/month identified within 50 miles

- 24 vehicles closed in Month 1 (surge from pent-up intent + AI fast follow-up)

- +35% ongoing sales lift vs. David’s historical 8–12/month run rate

- Speed-to-lead: from hours to seconds, 24/7

- Show rate: +22% via sequenced reminders and at-home/concierge test-drive options

- Deposits: Increase in 48-hour refundable holds on hot units

What David Says

“The AI handles the first contact and books the test drives—I just show up ready to close. Month one I moved 24 cars, and I’m running ~35% higher ever since.”

David P., Toyota Sales Consultant

KPI Snapshot

- Hot leads (Score 80–100): 50–65/mo

- Speed-to-lead: <60s (was 1–3 hrs)

- Test-drive show rate: +22%

- Close rate on hot intents: 37–48% (Month 1 surge)

- Monthly sales vs. baseline: +35% sustained

Takeaway: When every high-intent click gets an instant, concierge response—and every test drive is booked, reminded, and recovered—you sell more cars without adding hours to your day.

Profile: 7 years on the floor • Typical month pre-engagement: 10–14 vehicles
Market: 40-mile radius • Channels: dealership site + conquest audiences
Stack: GSSG.PRO Intent Marketing + AI Sales & Receptionist Employee + CRM integration

Challenge

Sofia’s pipeline was busy but leaky—after-hours calls went unanswered, follow-ups lagged, and broad ads delivered too many browsers and not enough buyers nearing a decision.

Solution

- Intent Marketing (4–7-day buyers): Server-side tracking and a 0–100 Lead Intent Score keyed to real signals—repeat VDP views on specific trims, payment calculator runs, trade-in starts, “directions” clicks, and chat about delivery timing.

- Conquest Targeting (privacy-safe): Reached in-market shoppers who had recently visited competing luxury dealers, pairing them with in-stock VIN creatives and concierge test-drive offers.

- AI Sales & Receptionist Employee: 24/7 coverage on phone/SMS/chat/email/WhatsApp—answers instantly, books private viewings/test drives, sends refundable deposit and pre-qual links, and logs every touch to the CRM.

- CRM Orchestration: Auto-routing to Sofia, sequenced reminders (48h/24h/2h), trade-in photo capture, and “similar VIN” save-plays when preferred units moved.

Implementation (10 business days)

Pixel map → server-side tagging → intent scoring → dynamic VIN ads → AI follow-up flows → KPI dashboards (speed-to-lead, show rate, close rate).

Results (Month 1 surge, then sustained lift)

- 58–72 high-intent prospects/mo identified within 40 miles

- 21 vehicles closed in the first 30 days (surge from captured intent + instant follow-up)

- +28% sustained sales lift vs. baseline 10–14/mo

- Speed-to-lead: cut to seconds, 24/7 (from 1–2 hours)

- Show rate: +19% via reminders and at-home/concierge demo options

- Deposits: More 48-hour refundable holds on AMG and high-demand trims

What Sofia Says

“The AI greets, qualifies, and books—I walk into conversations already warmed up. First month we moved 21 cars, and I’m holding a ~28% lift without adding hours.”

Sofia R., Mercedes-Benz Sales Consultant

KPI Snapshot

- Hot leads (Score 80–100): 58–72/mo

- Speed-to-lead: <60s

- Test-drive show rate: +19%

- Close rate on hot intents: 34–44%

- Monthly sales vs. baseline: +28% sustained

Takeaway: Capture genuine buying signals, respond instantly with concierge options, and log every step to the CRM—your sales team spends less time chasing and more time closing.

Case Study — Summit Peak Roofing (Residential & Light Commercial)

Profile: Family-owned roofer • Service area: 60-mile radius • Team: 2 sales reps, 3 crews
Baseline (pre-engagement): Inconsistent phone coverage, slow follow-up on web leads, gaps in the calendar after rain/wind spikes, and missed opportunities from homeowners who requested quotes but never got scheduled.

Challenges

- Missed calls & overlaps: 30–40% of inbound calls went to voicemail during drive time or jobsite hours.

- Slow speed-to-lead: Web form leads often waited until the evening for a callback (competitors got there first).

- No-shows & reschedule chaos: Weather shifts caused canceled estimates with no systematic backfill.

- Leaky pipeline: Photos, insurance details, and notes were scattered across texts and emails.

Solution (GSSG.PRO)

- AI Receptionist (24/7): Answers phone/SMS/chat/WhatsApp, qualifies by roof type/age/leak urgency, books on-site estimates, sends prep checklists (photos from street, attic access), and logs everything to the CRM.

- Intent Marketing (4–7-day buyers): Tracks high-intent signals (storm-damage pages, “roof leak” searches, repeat quote visits, map/directions clicks). AI scores leads 0–100 and triggers hyper-local ads + concierge texts to book appointments fast.

- CRM & Field Ops Integration: Two-way calendar sync for estimators; automated reminders (48h/24h/2h) with reschedule links; photo capture and estimate templates tied to each opportunity.

- Backfill Automations: When weather cancels, AI pings nearby hot leads to fill freed slots; offers virtual estimate from photos when on-site isn’t possible.

- Payments & Docs: Sends e-sign proposals, deposit links, and insurance paperwork checklists; nudges for HOA forms.

Results (First 90 Days)

- Speed-to-lead: From hours to <60 seconds across phone/SMS/chat.

- Appointment volume: +62% more booked estimates (AI booked evenings/weekends we previously missed).

- Show rate: +21% via sequenced reminders and weather-aware rescheduling.

- Close rate (hot intents): +14–25% lift on leads with scores 80–100.

- Revenue impact: +34% increase in signed jobs vs. prior 90-day period.

- Admin time: Estimators report ~8 hrs/week saved (fewer phone tags, cleaner notes, auto-docs).

What Changed on the Ground

- Homeowners get instant answers: “Do you handle insurance?” “Tile vs. asphalt?” “Earliest slot?”

- Estimators arrive better prepped with AI-collected photos and notes, cutting visit time and boosting close.

- Weather hiccups no longer wreck the week—backfill logic keeps the calendar tight.

- Management sees dashboards for new leads, estimate set rate, show rate, win rate, and average ticket.

Owner Quote

“We stopped donating leads to competitors. The AI receptionist books estimates while we’re on roofs, and intent targeting keeps our crews busy. In three months we grew signed jobs 34% without adding office staff.”
— Lena M., Owner, Summit Peak Roofing

KPI Snapshot

- Hot leads identified (score 80–100): 45–60/month

- Speed-to-lead: <60s (was same-day)

- Estimate show rate: +21%

- Close rate (hot intents): +14–25%

- Signed jobs vs. prior period: +34%

Takeaway: When every high-intent homeowner gets an instant, helpful response—and every estimate is scheduled, reminded, and recovered—you fill the week, lift close rates, and grow revenue without adding headcount.

Profile: Family-owned HVAC • Service area: 50-mile radius • Team: 3 techs, 1 dispatcher
Baseline (pre-engagement): Missed after-hours calls, slow follow-up on web leads, seasonal spikes creating calendar gaps later, minimal tracking of estimates/financing.

Challenges

- Missed Calls: 25–35% of inbound calls went to voicemail during jobs and after hours.

- Slow Speed-to-Lead: Web form inquiries often waited until evening for a callback.

- No-Shows & Slippage: Estimates set days later; reminders inconsistent; cancellations not backfilled.

- Low Ticket Growth: Limited promotion of maintenance plans, IAQ add-ons, and financing.

Solution (GSSG.PRO)

- AI Receptionist (24/7): Answers phone/SMS/chat/email/WhatsApp, triages by issue (no-cool/heat, maintenance, install), books diagnostics/estimates, and captures model/age/photos; writes everything to the CRM.

- Intent Marketing (4–7-Day Buyers): Tracks high-intent signals (AC repair page revisits, “no cool” searches, promo/financing page views, map/directions) and scores leads 0–100; activates hyper-local ads + concierge texts to book fast.

- CRM + Dispatch Integration: Two-way Google/Outlook + dispatch board sync; 48h/24h/2h reminders with confirm/reschedule; auto backfill from hot-lead waitlist.

- Upsell & Financing Flows: AI offers maintenance plans, IAQ upgrades, and sends soft-pull financing links; proposal/e-sign and deposit links sent automatically.

- Post-Service Reputation: Timed review requests and “tune-up due” recalls.

Results (First 90 Days)

- Speed-to-Lead: From hours to <60 seconds across channels.

- Booked Jobs/Estimates: +57% increase (evening/weekend bookings captured).

- Show Rate: +23% via sequenced reminders and self-serve rescheduling.

- Close Rate (Hot Intents 80–100): +18–30% improvement.

- Revenue: +29% vs. prior 90 days; Avg Ticket +12% from plans/IAQ adds.

- Admin Time Saved: Dispatcher workload reduced by ~7 hrs/week.

What Changed on the Ground

- No more voicemail black holes—every call answered and routed.

- Techs arrive with photos, age, model, and notes, cutting onsite time and increasing first-visit resolution.

- Weather or parts delays no longer empty days—backfill logic keeps calendars full.

- Owner sees dashboards for lead volume, set rate, show rate, win rate, average ticket, and reviews.

Owner Quote

“The AI books diagnostics while we’re on ladders, and the intent targeting fills our best slots. In three months we grew revenue 29% and raised our average ticket—without adding office staff.”
— Marcus H., Owner, Arctic Breeze HVAC

KPI Snapshot

- Hot leads identified (score 80–100): 40–55/mo

- Speed-to-lead: <60s (was same-day)

- Set rate/show rate: +57% bookings / +23% show rate

- Close rate (hot intents): +18–30%

- Revenue vs. prior period: +29% | Avg ticket: +12%

Takeaway: Capture real repair/replace intent, respond instantly, and automate reminders, backfills, and financing—your techs spend less time chasing and more time closing, while revenue and satisfaction climb.

Profile: 45 agents • Two offices (suburban + urban) • Mixed buy/sell portfolio
Baseline (pre-engagement): Slow follow-up on portal leads, missed after-hours inquiries, low show-up rates for buyer consults and open houses, and inconsistent CRM notes.

Challenges

- Speed-to-lead lag: Portal and website inquiries often waited hours for a callback—competitors got there first.

- Leaky pipeline: No-shows for consults and open houses; poor rescheduling/backfill.

- Fragmented data: Conversations scattered across phone, SMS, and email; little context for agents.

Solution (GSSG.PRO)

- Intent Marketing (4–7-day buyers/sellers): AI scores behaviors (repeat listing views, price-change alerts opened, mortgage/pre-approval page visits, map/directions clicks) and builds HOT/WARM segments.

- AI Receptionist (24/7): Answers phone/SMS/chat/email/WhatsApp, pre-qualifies (budget, timeline, pre-approval status, areas), and books buyer/seller consults or property showings in seconds.

- Open House Engine: Auto-invites nearby HOT leads, confirms attendance, sends directions/parking; post-event follow-up and financing introductions.

- CRM Orchestration: Two-way calendar sync, transcript/notes auto-logged, smart reminders (48h/24h/2h), and “backfill” logic when a slot cancels.

- Compliance & Privacy: Consent-first communications, hashed IDs, CAPI/server-side tagging; opt-out honored and logged.

Implementation (12 days)

Signal map → server-side tracking → intent scoring → concierge campaigns → AI follow-up flows → CRM dashboards (speed-to-lead, show rate, offer rate, DOM).

Results (First 90 Days)

- Speed-to-lead: Cut from 2–6 hours to <45 seconds across channels.

- Appointments: +58% buyer/seller consults set (evenings/weekends captured).

- Show Rate: +26% via sequenced reminders and self-serve rescheduling.

- Offer Conversion: +19% more offers written from HOT (80–100) buyers.

- Listings Won: +14 additional seller listings from faster response + tighter listing pitch flows.

Closings: From 25 to 36 per quarter (+44%) with roughly the same media spend.

Agent Time Saved: ~6–8 hrs/week reclaimed per top producer (less phone tag, better prep).

What Changed on the Ground

- Buyers get instant answers and booked showings while interest is high.

- Sellers see a professional, prompt intake—fewer lost listings due to slow response.

- Agents walk into consults with context (budget, areas, pre-approval), increasing trust and speed.

- Open houses are fuller, with post-event follow-up handled automatically.

Broker Quote

“The AI receptionist and intent targeting turned our leads into real appointments. We cut response to under a minute, filled the calendar, and grew quarterly closings 44% without adding headcount.”
— Lara M., Managing Broker, Harbor & Key Realty

KPI Snapshot

- HOT leads identified (score 80–100): 120–160/mo

- Speed-to-lead: <45s (was 2–6 hrs)

- Consult show rate: +26%

- Offers from HOT buyers: +19%

- Closings per quarter: 25 → 36 (+44%)

Takeaway: When you capture real buyer/seller intent and respond instantly with concierge scheduling, your agents spend less time chasing—and more time writing offers and winning listings.

Context: Mid-tier brokerage; leadership declined to fund new tools.
Market: East Bay, CA (urban/suburban mix) • Niche: move-up buyers & downsizing sellers
Stack (self-funded): GSSG.PRO Intent Marketing + AI Receptionist + her own CRM & calendar

Challenge

Ava averaged 2–3 closings/month but kept losing portal and website leads after hours; the brokerage wouldn’t invest in AI or faster follow-up. She decided to fund the system herself.

Solution (Agent-Led Deployment)

- Intent Marketing (4–7-day buyers/sellers): Tracked high-intent signals (repeat listing views, price-change alerts, mortgage/pre-approval page, map/directions). Built HOT (80–100) and WARM segments.

- AI Receptionist (24/7): Answered phone/SMS/chat/email, pre-qualified (budget, areas, timeline, pre-approval), and booked consults/showings directly to Ava’s calendar; bilingual support for local Spanish speakers.

- CRM Orchestration: Two-way calendar sync, transcripts/notes auto-logged, reminders (48h/24h/2h), and backfill when a slot canceled.

- Open House Engine: Auto-invites nearby HOT leads, confirmations, directions/parking, and post-event follow-up.

- Compliance: Consent-first communications, opt-outs honored, clean attribution to appointments and closed deals.

Results (First 90 Days)

- Speed-to-Lead: Cut from 1–3 hours to <60 seconds across channels.

- Consults Set: +71% increase (evening/weekend bookings captured automatically).

- Show Rate: +23% via sequenced reminders and easy rescheduling.

- Closings: From 2–3 to 4–6 per month (agent-record month: 7).

- Listings Won: +6 incremental listings (faster response + polished intake).

- Cost Recovery: Self-funded spend recouped by closing #2 in Month 2.

What Changed Day-to-Day

- No more phone tag: Ava walks into calls with budget, areas, and pre-approval status already captured.

- Open houses run fuller; post-event follow-ups and lender intros happen automatically.

- Ava spends less time chasing and more time writing offers and winning listings.

Agent Quote

“My brokerage passed—but I wasn’t willing to cap my income. It made sense! Thankfully Max helped me work out the budget and it went well. The AI answers instantly, books consults while I’m in showings, and keeps hot buyers engaged. Within two months I’d paid for the system and doubled my monthly closings.”

Ava L., Independent Real Estate Agent

KPI Snapshot

- HOT leads identified (score 80–100): 80–110/mo

- Speed-to-lead: <60s (was 1–3 hrs)

- Consult show rate: +23%

- Closings: 2–3 → 4–6/mo (record 7)

- Payback: <60 days

Takeaway: When leadership won’t invest, an agent can—capturing real intent, responding instantly, and converting hot buyers/sellers into consults and closings. The result is more deals, faster—without begging for budget.

Profile: Solo agent + 1 CSR • Lines: Auto, Home, Umbrella, Small Commercial • Territory: 75-mile radius
Baseline (pre-engagement): Missed after-hours inquiries, slow follow-ups on quote forms, low show rate for renewal reviews, scattered notes across email/SMS.

Challenges

- Missed calls: 20–30% of inbound went to voicemail during appointments and evenings.

- Slow speed-to-lead: Quote requests waited hours for a response; competitors bound policies first.

- Renewal leakage: Clients skipped annual reviews; cross-sell/upsell opportunities were missed.

- Fragmented data: Conversations weren’t consistently logged to the CRM.

Solution (GSSG.PRO)

- AI Receptionist (24/7): Answers phone/SMS/chat/email/WhatsApp, pre-qualifies by line (auto/home/commercial), collects drivers/vehicles/VINs, prior carrier/limits, and books quote or renewal calls directly to the calendar; bilingual options available.

- Intent Marketing (4–7-day shoppers): Scores high-intent behaviors (repeat quote form visits, coverage comparison pages, “switch & save” promos, map/directions) and activates concierge outreach + dynamic retargeting with “bind today” or “bundle & save” offers.

- CRM Orchestration: Two-way calendar sync; transcripts auto-logged; 48h/24h/2h reminders; renewal & x-sell sequences; e-sign & payment links sent automatically.

- Objection Handling Playbooks: Price vs. coverage, deductible trade-offs, bundling options, and SR-22/young driver scenarios—with manager escalation triggers.

Implementation (10 business days)

Signal map → server-side tagging → intent scoring → AI follow-up flows → CRM dashboards (speed-to-lead, set rate, bind rate, premium).

Results (First 90 Days)

- Speed-to-lead: Cut from 1–4 hrs to <60 seconds on all channels.

- Appointments set: +63% increase for quotes and renewal reviews.

- Bind rate (hot intent, score 80–100): +18–27% improvement.

- Premium written: +31% vs. prior 90-day period; bundle rate +22%.

- Retention lift: Renewal show rate +19%; fewer lapses due to automated reminders.

- Admin time: Agent reclaimed ~6–7 hrs/week (less phone tag, cleaner notes).

What Changed Day-to-Day

- Prospects receive instant answers and a booked quote call while motivation is high.

- The AI gathers essentials (drivers, vehicles, home details, prior limits), so the quote call starts ready.

- Renewals are proactively scheduled; bundling and deductible options are presented automatically.

- Every interaction is logged to CRM, improving follow-through and reporting.

Agent Quote

“The AI catches every lead, books the quote, and sends the paperwork—so I spend my time advising, not chasing. In three months our premium is up 31%, and I’m finally ahead of renewals.”

Horizon Shield Insurance (Independent Agent)

KPI Snapshot

- Hot leads identified (intent 80–100): 90–120/mo

- Speed-to-lead: <60s (was 1–4 hrs)

- Set rate / show rate: +63% appointments / +19% renewal shows

- Bind rate (hot intents): +18–27%

- Premium vs. prior period: +31% | Bundle rate: +22%

Takeaway: When real insurance intent is captured and answered in seconds—with AI handling intake, scheduling, reminders, and documents—agents write more premium, retain more clients, and win back their day.on so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

Profile: Solo broker + 1 assistant • Products: DSCR, fix-and-flip, bridge, conventional, SBA 7(a)/504 • Clients: repeat real-estate investors + high-net-worth homeowners
Market: Multi-state (brokered) • Channels: website, referrals, email, investor groups

Challenge

Jade already had a loyal investor base but was hitting limits: missed after-hours inquiries, scattered document intake, slow pre-quals, and too much phone tag. She wanted to deepen rapport with repeat investors while capturing more first-time inquiries—without adding headcount.

Solution (GSSG.PRO)

- AI Receptionist & Loan Intake (24/7): Answers phone/SMS/chat/email/WhatsApp; pre-qualifies by deal type (purchase/refi, DSCR, bridge, construction), collects basics (entity, FICO range, LTV, NOI, rent roll), books consults, and pushes a personalized doc checklist.

- Intent Marketing (4–7-day borrowers): Scores signals—term sheet downloads, DSCR/bridge pages revisited, calculators used, “rates” & “terms” emails opened—and builds HOT/WARM segments for concierge outreach and retargeting.

- CRM Orchestration: Two-way calendar sync; transcript/notes auto-logged; 48h/24h/2h reminders; pipeline stages (Intake → Docs → Pre-Qual → Underwriting → Clear to Close) with SLA alerts.

- Investor Nurture: Portfolio check-ins, rate-watch alerts, equity-harvest prompts, and maturing-loan reminders; post-close review requests.

Results (First 90 Days)

- Speed-to-lead: from hours to <60 seconds across channels.

- Booked consults: +54% (evening/weekend captures; investors routed to preferred time blocks).

- Doc completion time: down 38% (AI sends tailored checklists + collects files securely).

- Pre-qual turnaround: from 2–3 days to same-day on 60% of files; <24h on 82%.

- Funded volume: +27% vs. prior 90 days; repeat-investor share up +18%.

- Referral lift: +22% more warm intros from existing investors (better cadence + faster answers).

What Changed Day-to-Day

- Investors get instant responses and booking links; Jade enters calls with key data already captured.

- Checklists and secure upload links cut back-and-forth; files hit underwriting cleaner and faster.

- Rate-watch and maturity alerts create timely reasons to re-engage her base.

- CRM dashboards show pipeline velocity, fallout reasons, and lender turn times—so Jade focuses where deals move.

Broker Quote

“The AI handles intake, docs, and scheduling—even at 9 p.m.—so I can focus on structuring the deal. My investors feel seen and responded to, and referrals are up. In three months we grew funded volume 27% without adding staff.”

Jade M., Independent Loan Broker (Residential & Commercial)

KPI Snapshot

- Hot leads identified (intent 80–100): 70–95/mo

- Speed-to-lead: <60s (was 2–6 hrs)

- Doc checklist completion: +38% faster

- Same-day pre-qual rate: 60% (≤24h: 82%)

- Funded volume vs. prior period: +27% | Repeat share: +18% | Referrals: +22%

Takeaway: Capture borrower intent, answer in seconds, and automate intake and reminders—your investor relationships deepen, your pipeline speeds up, and your funded volume climbs without extra headcount.

Case Study — LedgerLift CPAs (Small Firm → Growth Practice)

Profile: 1 partner + 3 staff (now 5) • Services: Tax, bookkeeping, controller/CFO • Market: Regional SMBs & professionals
Baseline (pre-engagement): Seasonal bottlenecks, missed calls during prep, slow document collection, and inconsistent new-business flow.

Challenges

- Missed intake & paperwork chaos: Front desk couldn’t keep up during busy weeks; clients arrived without required docs.

- Slow growth: Word-of-mouth only; weak pipeline for higher-value commercial accounts.

- Owner time drain: Endless phone tag for scheduling, reminders, and chasing forms.

Solution (GSSG.PRO)

- AI Receptionist (24/7): Answers phone/SMS/chat/email; books discovery calls and tax prep appointments; sends tailored doc checklists (W-2/1099/K-1/1098, entity docs, payroll reports), secure upload links, and deadline reminders; auto-logs notes to the CRM.

- Intent Marketing (4–7-day buyers): Scores high-intent signals (pricing/commercial services pages, controller/CFO, payroll & sales tax, entity setup, “switch CPA” queries); activates concierge outreach + retargeting to book consults.

- CRM & Workflow Orchestration: Two-way calendar sync; stages for Intake → Docs → Prep → Review → File with SLAs; e-sign for engagement letters; automated fee quotes and invoice links.

- Industry Targeting: Built vertical campaigns for Roofing, HVAC, Real Estate brokerages, Insurance agents, Loan brokers, and other SMBs—speaking directly to their pain (job costing, WIP, 1099s, commissions, trust accounts).

Results (First 120 Days)

- New clients: +46% net new (mix: 60% SMB/commercial, 40% individual).

- Commercial accounts: +18 new monthly accounting/tax engagements from targeted verticals (Roofing/HVAC/Real Estate/Insurance/Lending).

- Speed-to-lead: From same-day callbacks to <60 seconds across channels.

- Document readiness: +41% more appointments arrive fully documented (fewer reschedules).

- Capacity unlocked: Hired 2 new staff ahead of tax season; partner reclaimed ~8–10 hrs/week from admin.

- Revenue impact: +33% run-rate uplift; higher average client value from added controller/CFO packages.

What Changed Day-to-Day

- The AI receptionist handles intake and paperwork: confirms appointments, sends checklists and secure links, and nudges clients until files are complete.

- Vertical intent campaigns surface ready-to-switch businesses (e.g., roofers needing job-costing, loan brokers needing trust accounting) that close faster at higher margins.

- The team walks into meetings with clean files, reducing prep time and rework.

- The partner focuses on advisory and reviews—not chasing forms.

Owner Quote

“The AI receptionist keeps paperwork moving while I sleep—clients show up prepared. Intent marketing opened doors in industries I’d never tapped, and we’ve hired two people to meet demand before tax season.”
— Michael R., Managing Partner, LedgerLift CPAs

KPI Snapshot

- Hot leads (intent 80–100): 70–95/mo

- Speed-to-lead: <60s (was same-day)

- Doc-complete appointments: +41%

- New SMB/commercial engagements: +18 in 4 months

- Revenue run-rate: +33% | Admin time saved: 8–10 hrs/week

Takeaway: When every high-intent inquiry gets an instant, helpful response—and every client is guided to submit complete documents—accounting firms lift throughput, upgrade client mix, and grow faster with less chaos.