Industry: Financial Services & Bookkeeping
Challenge
Time-intensive client qualification process and inconsistent proposal quality leading to poor conversion rates
Solution
We built an intelligent lead qualification and proposal system that leverages AI to analyze prospect fit, generate custom questionnaires, and create personalized financial partnership proposals.
“I was very skeptical about this at this first and never anticipated to trust AI with anything but when we Suhrab showed me the demo, I was seriously amazed by the how accurate and customized each result is. Scary but exciting."
Key Features Implemented
- ICP-Based Lead Scoring: Weighted AI analysis against Ideal Customer Profile criteria with automatic qualification scoring
- Dynamic Questionnaire Generation: Custom questions generated based on lead data and one-pager fields for deeper discovery
- Intelligent Rejection Management: Context-aware rejection emails tailored to eight scenarios (capacity, budget, timing, geography, strategic fit) with alternatives and referrals
- Transcript-Driven Insights: Gemini-powered consultation analysis extracting requirements, pricing tier recommendations, pain points, and solution mapping
- Comprehensive Proposal Engine: Auto-generated Business Financial Partnership Proposals including situation analysis, solution path, service breakdown, pricing justification, and clear CTAs
- Approval Workflow: Multi-status tracking (Pending, Changes Requested, Updated, Sent, Accepted, Declined) with revision management
- Financial Automation: QuickBooks Online integration for customer creation, automated invoicing with payment tracking, and KarbonHQ organization setup
Results
- Reduced qualification time by 75%
- Improved lead response time from 48 hours to 4 hours
- Increased proposal acceptance rate by 34% through personalization
- Automated 90% of financial processing workflows
- Enhanced client experience with professional rejection handling
- Achieved full visibility across lead pipeline stages