Capturing 100 High-Quality Leads in Under 30 Days
The Challenge: Manual Copy-Pasting & Missed Night Leads
The team faced a significant bottleneck where manual data entry was slowing down their sales process.

Manual Drudgery: staff had to manually copy and paste conversation details from the platform and forward them one-by-one to sales staff via WhatsApp.
Missed Opportunities: leads coming in from the website “in the middle of the night” were not engaged, resulting in lost potential revenue.
Fragmented Visibility: leadership lacked a single, unified view to monitor lead status, and the sales team was overwhelmed by accessing too many different systems.

The Transformation: 24/7 AI Widget & Auto-Summaries
We integrated an AI WhatsApp widget directly into the website to automate capture and generate instant insights.

24/7 Capture: the AI engages every visitor automatically, capturing information and answering program questions even during the middle of the night.
Automated Insights: instead of manual copy-pasting, the AI generates a powerful “insight” summary for every conversation, detailing the prospect’s specific needs.
Streamlined Workflow: sales staff can now instantly see the AI summary and “follow up deep dive” immediately without needing to read the whole chat history.

The Impact: 100 Leads & Happy Board Members
The implementation delivered immediate volume and efficiency, impressing the highest levels of management.

100 Leads in <30 Days: the system captured close to 100 new inquiries in less than a month, providing a massive influx of potential business.
High-Quality Qualification: Oziel noted these were “very quality leads” because the AI pre-qualified them by answering their program-specific questions first.
C-Suite Approval: the success was shown to the board members who were “very happy,” leading Oziel to rate his likelihood of renewal as a “10 out of 10.”

Oziel & Jeanne transformed their lead generation by replacing manual forwarding with an intelligent AI widget. The system captured 100 high-quality leads in under a month and provided automated summaries that allowed the sales team to close deals faster, earning full endorsement from the company’s board.