Lead Generation and Qualification

in Commercial Finance

Objective

To efficiently generate and qualify leads for commercial finance products, such as business loans, equipment financing, and lines of credit, by leveraging AI technology to handle initial contact and qualification.

Solution

Implement Amiee, an AI-powered cold calling bot, to perform the initial outreach to potential clients, qualify leads, and schedule follow-up appointments with human agents.

Process

Data Collection & Preparation

Script Development

Create customized scripts for Amiee to use during calls. These scripts
should include:

Initial Contact

Lead Qualification

Information Gathering

Appointment Setting

Data Handover

Follow-Up

Benefits

Efficiency

Amiee can handle thousands of calls simultaneously, reaching more potential leads in a shorter time frame than a human team

Consistency

Ensures a consistent approach to lead qualification, reducing variability in the sales process.

Cost-Effective

Reduces the need for a large team of initial contact agents, lowering operational costs.

24/7 Operation

Capable of making calls and qualifying leads at any time, regardless of business hours.

Data Accuracy

Captures and records detailed information accurately, providing
valuable insights for human agents

Outcome

By integrating Amiee into the lead generation and qualification process, the company can significantly increase its efficiency in identifying potential clients, improve conversion rates, and optimize the workload of human agents, ultimately driving higher revenue and growth in the commercial finance space.