Voice AI Lead Intake Agent
End-to-end Voice AI & CRM automation
Overview
Dr. Charanjit S Kalra, a former ENT surgeon turned insurance advisor, needed to modernize his digital presence and automate lead handling for insurance and immigration services.
The challenge
New leads waited hours for a callback. No system to respond instantly, qualify the prospect, or book a discovery call without manual follow-up. Outside business hours leads went cold. Consultants burned time on unqualified calls.
The approach
Every form submission in GoHighLevel triggers an outbound AI voice call within minutes. The voice agent qualifies the lead, answers initial questions, and books a discovery call into the consultant calendar via Cal.com. A website chatbot handles inbound FAQs 24/7. Make.com connects the entire flow and syncs activity back into GoHighLevel.
The results
- ✓Outbound AI voice agent calls every new lead automatically upon form submission
- ✓Lead response time reduced to under 5 minutes from any hour of the day
- ✓AI chatbot handles FAQs and service queries 24/7 from website visitors
- ✓Discovery calls qualified and booked directly into consultant calendars without human intervention
- ✓All form submissions, calls, and bookings synced automatically into CRM pipeline
- ✓Eliminated need for admin or receptionist staff to follow up on new inquiries
Let's map the system that moves your number.
Twenty-minute discovery call. We map the agent, the metric it moves, and what shipping it would actually cost.
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