“With your AI, we can now tell clients not only how many people have booked, but we can tell them why the rest didn’t book. Were they too far away? Too much money? Did they wait too long? Knowing these things has helped our clients in a way we’d never even imagined.”
As a marketer, AI probably won’t take your job—butsomeone who knows how to use it might. For instance, qualifying hundreds of leads and uncovering insights at scale used to require an agency to hire more employees. Today, AI can do all that and more in an instant. And using the right tool, an agency with just a handful of skilled marketers can be just as effective as any 30-person firm (not to mention infinitely more efficient).
This was the game-changing insight that BluePrint Ad Agency discovered. While most of their client’s leads came in over the phone, the software BluePrint used in the past only showed lead quantity. What happened after the call was picked up was a mystery. And as an agency, that made it impossible to know the quality of the leads each channel was generating.
Now, call recording solutions were available—BluePrint could listen to each call one by one to see who booked an appointment, who didn’t, and why they didn’t. But doing so would take tens of hours every month, driving their costs so high that it would leave clients headed for the door.
Instead, BluePrint Ad Agency needed a way to qualify 700+ monthly leads and unlock valuable optimization insights, all while keeping their business lean.
The Approach:
“With a lot of other software we’ve used, we could see how many phone calls came in. But once it hit our client’s front desk, we never knew what happened next. Did it lead to a booked appointment, was it even answered correctly? Your software closed that gap.”
With WhatConverts, BluePrint Ad Agency found exactly what they were looking for.
Automated Lead Qualification (Lead Intelligence)
Clear CRO Insights (Lead Analysis)
Ease of Use (White-Glove Support)
Automating Lead Qualification with Lead Intelligence
With Lead Intelligence, users can automate practically anything inside WhatConverts. And for BluePrint Ad Agency’s use case, that meant lead qualification.
Lead Intelligence would let BluePrint set up simple If/Then rules that qualified a lead based on keywords spotted in their phone call conversation. For instance, if the keywords appointment, consultation, or schedule were mentioned, Lead Intelligence could add a unique Custom Field value of “Appt Booked” to that lead.
Here’s what that rule looked like.
This would happen automatically every time a lead called—no extra work or oversight from BluePrint Ad Agency required.
As a result, BluePrint could then show the client exactly how many leads booked appointments based on where those leads came from (Source). Below is an example of the type of custom report they could easily create for their client.
Uncovering CRO Insights with Lead Analysis
Beyond the automated lead qualification, BluePrint could also discover additional conversion rate optimization insights using Lead Analysis. This AI-powered tool could automatically summarize phone calls, pick out mentioned keywords, analyze phone call intent, and much more. With it, the agency could better understand why leads weren’t converting.
For example, Sentiment Detection would automatically rate the emotional outcome of the call. Was the caller happy with the result, upset, or neutral? Then, BluePrint could look at all calls with a negative sentiment and see where the client’s team who answered the call could have handled the situation better.
They could also use Keyword, Topic, and Intent Detection to see if calls were coming from outside the service area, weren’t looking for products the client offered, or were just spam callers.
Tying It All Together with White-Glove Support
Last but not least, BluePrint Ad Agency could get dedicated, white-glove support throughout the entire setup. Their account manager could help them create Lead Intelligence rules, learn how to use the platform, and even build custom reports that exactly match their client’s needs.
It’s no wonder WhatConverts is among the highest-rated for support in the entire call-tracking/lead-tracking industry.
“With some of these other companies, you get a one-hour demo, you sign up, and they’re like ‘Well, see you later!’ But out of all the software we’ve used, we definitely feel like you guys have the best support and the best software there is. So give Kaila [account manager] a gold star.”
BluePrint Ad Agency’s use of WhatConverts was a complete success.
Thanks to the built-in lead tracking AI, the agency automated lead qualification for 700+ leads per month—a task that saved them an average of 52 hours per month. Plus, setup was a cinch thanks to white-glove service and support from their dedicated account manager.
Finally, the insights into who these leads were, where they came from, and what they wanted helped BluePrint uncover conversion rate optimization insights that added an extra layer of value for their clients.
With WhatConverts, BluePrint Ad Agency had everything they needed to market smarter and grow their agency.
Results Highlights
Saved over 52 hours per month by automatically qualifying 700+ leads
Unlocked CRO insights like how calls were being handled by staff
White-glove service & a dedicated account manager made the process simple
Alex Thompson is a professional copywriter and content writer with a passion for turning complex ideas into digestible, educational content that keeps readers engaged. He specializes in content marketing, SEO, and B2B marketing.
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