Problem: 75% of leads were slipping through the cracks
This small financial services firm was all-in on inbound marketing, but 3 out of 4 phone leads were being lost before a rep could even say “hello.”
With only three people on the team and a complex mix of credit services, loan consultations, and corporate finance solutions, every call counted. But missed calls, long wait times, and clunky IVR systems were bleeding the funnel.
“We were dropping about 75% of our calls. That’s crazy.”
— Operations Lead
Even when someone answered, reps spent too much time qualifying unfit callers instead of focusing on prospects ready to convert. Their win rate had stalled at just 4%.
“We’re dropping calls. We’re dropping money. We can’t keep investing in leads and losing them like this.”
How the team found JustCall
The team needed a smarter way to capture, qualify, and convert inbound leads — all without hiring another rep. That’s when they turned to JustCall’s AI Voice Agent to rebuild their funnel from the front.
What the dual AI agents handle today
To stop the lead bleed without overburdening their small sales team, the company deployed two AI agents, one for business hours calls and another for after-hours, both working in sync to create a seamless lead qualification pipeline.
Business hours AI agent: Overflow catcher + scripted qualifier
- Intercepted overflow calls when live agents were already engaged
- Ran through a custom-trained sales script with dynamic branching based on client type
- Captured lead category (e.g., personal loans, credit consulting, or corporate services)
- Answered qualifying questions (e.g., income range, loan type, urgency)
- If a lead matched the criteria, it was instantly transferred to a closer or scheduled for a follow-up if no one was available
“We fed it the full sales script and Q&A, like onboarding a new hire. The AI took it from there.”
Intelligence + Integrations
Both AI agents were trained using the team’s sales scripts, product nuances, and objection handling tactics. Each interaction was logged automatically in the CRM including transcripts, lead metadata, and AI-generated disposition tags (qualified, follow-up needed, spam, etc.).
After-hours AI agent: Always-on capture + context logging
- Answered 100% of calls outside working hours, including late nights and weekends
- Captured key lead information: service interest, call-back time preference, urgency
- Delivered a friendly reassurance script (“Thanks for calling! We’ll get back to you within 24–48 hours.”)
- Used voicemail only as a fallback if the caller opted out of speaking to AI
- Automatically sent SMS confirmations post-call to acknowledge the interaction
“It’s doing a great job. If needed, it hands off to voicemail, but only after doing the heavy lifting.”
Business impact: From lost leads to a lean, high-converting funnel
In just 60 days, the impact was undeniable:
Call drop rate dropped from 75% → 35%
- 40 percentage points recovered
- Over 50 additional calls captured per day
Close rate increased from 4% → 6%
- 50% improvement in win rate
- Reps spent more time on qualified leads
No new hires, no outsourcing
- Same team, smarter workflow
“It’s like adding another rep without the cost. And it’s already helping us win more deals.”
What’s next: Less manual work, more smart routing
With inbound call handling optimized, the team is now looking to expand AI’s role in outreach — replacing 1:1 manual dials with AI-powered follow-ups and scheduled callbacks.
