Eddy and his assistant were bogged down manually replying to every lead. Inquiries slipped through the cracks, and Eddy couldn’t fully disconnect while on holiday without leads going cold.
AI “Ella” handles all initial inquiries and qualification 24/7. Eddy saved 10 hours a week and secured 4 confirmed appointments in the first month, allowing him to stay offline during holidays while the calendar filled up.
As a Senior Advisory Group Partner leading a team of 10 consultants in Singapore, Eddy Goh faced a major bottleneck: repetitive follow-ups. Every prospect inquiry required a manual response from Eddy or his assistant to qualify the lead and book an appointment.
This manual process meant Eddy could never truly “switch off”. Even on holiday, he felt the pressure to stay glued to his phone to prevent inquiries from going cold. He needed a way to filter out insincere leads and only engage with those serious about their financial inquiries.
We deployed a custom AI agent named “Ella” to act as a 24/7 digital concierge for Eddy’s practice.
How it works:
24/7 Lead Response: Ella handles all initial inquiries instantly, regardless of the time or day. Automated Qualification: The AI filters out prospects who are not serious, ensuring Eddy only spends time on high-quality leads. Hands-Free Booking: Ella automatically sends a Calendly appointment booking link to qualified prospects. Calendar Integration: Confirmed prospects simply “show up” on Eddy’s calendar after they’ve booked their own appointments.
Within 30 days of using the app:
4 Confirmed Appointments: Secured automatically with more currently in the pipeline. 10 Hours Saved Weekly: Eddy and his assistant no longer spend time on manual outreach. Total Holiday Freedom: Eddy can go on holiday for 7 days without looking at his phone, knowing the AI is managing his lead flow. Increased Efficiency: Higher focus on engaging only with prospects who are genuinely serious about an appointment.
“I call my AI ‘Ella,’ and Ella has been great. I can go on holidays for seven days without looking at my phone… because Ella basically handles all the inquiries and sends them a Calendly appointment booking link. The prospects just show up on my calendar.” — Eddy Goh, SG Retirement Advisor
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