The challenge
SMB lending team was buried in unqualified inbound from forms with too many fields.
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AI · AI Automation Development
Selected project
Cobalt Bank Lead Bot
$1.2M in qualified pipeline
Client
Cobalt Bank
Category
AI
Outcome
$1.2M in qualified pipeline
AI
Cobalt Bank Lead Bot
Project story
From brief to a sharper digital asset.
The approach
A conversational qualifier on the site that scores leads and routes only A-tier into the CRM with a context summary for the rep.
The outcome
$1.2M in qualified pipeline
Measured wins
Results worth showing.
- $1.2M qualified pipeline in Q1
- Rep time per lead down 71%
Stack
Tools used.
OpenAI
Make
HubSpot
Our reps now only see leads worth their time.
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