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Financial & Advisory
Leads that go cold waiting for a callback
Outreach automated so an interested seller hears back in minutes. Business brokerage and M&A advisory, where a single enquiry can be worth more than a quarter of marketing, and the whole advantage is being first to respond.
The problem
Selling a business is a decision people circle for months and then act on suddenly. When they finally raise a hand, the window is short and the competition is a phone call away. The enquiry was arriving fine. What happened next was manual: it sat in an inbox, waited for somebody to notice it, waited again to be routed to the right advisor, and only then produced a call. Days, routinely. Over a weekend, longer.
What we built
- Mapped what actually happened between a form submission and a human voice, which turned out to be four handoffs and no owner
- Automated the routing so an enquiry reaches the right advisor on its own, scored against what the seller told us
- Triggered the outreach sequence immediately rather than at whatever hour someone opened the inbox
- Instrumented the whole path so time-to-first-contact became a number the firm could see and manage
- Left the conversation itself entirely human, because that is the part nobody wants automated
Result
- Interested sellers contacted in minutes rather than days
- No enquiry sitting unread over a weekend
- Time-to-first-contact became measurable, and therefore improvable
minutes
to first contact, down from days
0
enquiries sitting unread over a weekend
21×
more likely to qualify a lead contacted in 5 minutes than 30
Source Lead Response Management study, Oldroyd (MIT Sloan) with InsideSales, 2007: 15,000+ leads, 100,000+ call attempts.
The same enquiry, two eras
Before0 min
Form submittedLands in a shared inboxSomeone notices itRouted to an advisorFirst call attempted
After0 min
Form submittedScored and routedAdvisor alertedSequence firesFirst call connected
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