CASE 04 · AI IMPLEMENTATION

AI-Powered Lead Qualification for Trades Industry

Trades Marketing Agency — Working with We Build Trades.

TIMELINE

12 months

Development & deployment

CLIENT

UK Trades Marketing Agency

Working with We Build Trades

ROLE

AI Strategy Manager

Architecture · Deployment · Training

Successful deployments

15–20%

Booking rate improvement

$17.5K

New monthly MRR

5–10%

Closing rate improvement

// 01

The opportunity.

A UK-based trades marketing agency serving HVAC contractors, roofers, and EV installers needed to differentiate in a competitive market. Traditional lead qualification required manual follow-up, creating delays between lead generation and client contact. Tradesmen were spending valuable time on unqualified prospects while qualified leads went cold waiting for responses.

// 02

The solution.

PLATFORM

Initially built custom chatbot solution, then strategically pivoted to CloseBot for scalability.
TEMPLATES

Created templated qualification flows customized for each trade (HVAC, roofing, EV installation).
AUTOMATION

Implemented automated lead scoring and appointment booking integration.
SUPPORTING AI

Developed supporting AI systems for content generation and video transcription.
ENABLEMENT

Trained agency team and hired AI implementation assistant for ongoing support.

// 03

Business model innovation.

Transformed the AI solution into a new revenue stream for the agency: $800 implementation fee per client + $795 monthly recurring revenue per deployment. Across 22 clients, this created $17.5K in new monthly recurring revenue while improving client outcomes simultaneously.

// OUTCOME