Voice AI Lead Intake Agent

Overview

A Canadian insurance and financial services practice needed new leads handled the moment they arrived: called back, qualified, and booked, without a receptionist.

The challenge

New leads were going cold in the gap between the form and the follow-up.

1. Callbacks waited hours because every follow-up was manual.
2. Outside business hours there was no response at all.
3. Consultants burned time qualifying leads who were never a fit.

The approach

1. A form submission on the website triggers an outbound AI voice call to the new lead, designed to reach them within minutes at any hour.
2. The voice agent asks the qualification questions and books qualified leads into the consultant's calendar via Cal.com.
3. A website chatbot answers FAQs 24/7 from a curated knowledge base and can book calls directly.
4. Every submission, call outcome, and booking lands in the GoHighLevel CRM pipeline on its own.

The results

1. Outbound AI voice call fired by every form submission
2. Qualification handled on the call, with discovery bookings landing directly in the calendar
3. 24/7 website chatbot answering FAQs from a curated knowledge base
4. All form, call, and booking data flows straight into the CRM pipeline