Case Studies
Smarter Lead Filtering with a Pre-Qualifying Chat Assistant
🟦 Use Case: Medium-Sized Accounting Firm
Industry: Accounting | Solution Type: Web Text-Based Assistant.
The Challenge:
A leading accounting firm was spending too much time handling initial enquiries—only to discover many leads weren’t the right fit.
The Solution:
We created a custom web chat assistant that qualifies leads before they reach the team. It asks tailored questions about business size, services needed, and readiness—saving time and improving lead quality.
The Result:
✅ Reduced admin hours by 5+ per week
✅ 40% increase in qualified enquiries
✅ More time for high-value client work
“Bart has an extensive wealth of knowledge in business and AI and has helped my business implement an AI chat assistant on our website, which is tailored to what we need, and what our clients are looking for. Thanks Bart for the great service and I look forward to continue working together!”
🟢 AI Tool Used: Web Text-Based Assistant.
🔧 Customised Features: Dynamic questioning, client sorting logic, CRM integration ready.
24/7 Phone Coverage with an AI Receptionist
🟦 Use Case: Australia-wide Equipment Hire
Industry: Manufacturing | Solution Type: Phone-Based Inbound Assistant
The Challenge:
The client was missing customer calls after hours as well as during busy overflow periods—leading to lost orders and slower returns.
The Solution:
We deployed an AI voice agent that acts as a receptionist after hours and during busy times. It takes orders, logs returns, helps select the best product, answers FAQs, and automatically sends confirmation texts to customers and summary emails to the team.
The Result:
✅ 100% of after-hours calls now captured
✅ 100% of overflow calls now captured
✅ Faster order turnaround
✅ Higher customer satisfaction
✅ Increased revenue
“It’s like having a night-shift receptionist—without the overheads.”
🟢 AI Tool Used: Phone-Based Inbound Assistant.
🔧 Customised Features: Order capture, SMS automation, email alerts.
