Lead Acquisition & AI Sales Automation
AI Voice Outreach
A multi-channel lead automation solution deployed across several client projects, automating the journey from lead acquisition through qualification, engagement, follow-up and conversion.
Result
Leads captured, synced to CRM, engaged on WhatsApp and followed up by an AI voice agent — hands-off from ad click to qualified call.
Overview
This is a multi-channel lead automation solution implemented across multiple client projects to automate the journey from lead acquisition to qualification, engagement, follow-up and conversion.
The system connects lead sources such as Meta Ads, web forms and Google with CRM workflows, WhatsApp automation and AI-powered voice calling. Leads are captured automatically, normalised, synchronised with the CRM, engaged through configured WhatsApp journeys and progressed through the pipeline based on their responses.
The same architecture has been adapted for different businesses and sales motions, with channel mix, qualification logic and CRM mapping tuned per client.
How the flow runs
- 01Meta Ads / Google / Website forms
- 02Lead capture & normalisation
- 03CRM
- 04WhatsApp automation
- 05Lead response & qualification
- 06CRM status / data update
- 07AI voice call
- 08Follow-up & conversion
Key capabilities
Multi-source lead capture
Collect leads from Meta, Google, websites, forms and other acquisition channels.
Automated CRM integration
Create, update and synchronise lead information inside the CRM automatically.
WhatsApp automation
Trigger personalised conversations based on lead source, status, replies and business rules.
Lead qualification
Capture responses and update lead stages and fields without manual data entry.
AI voice calling
Run AI voice interactions for qualification, follow-ups, reminders and sales engagement.
Workflow automation
Connect systems and actions into event-driven sales workflows.
Real-time CRM updates
Keep lead status synchronised as automated interactions progress.
Multi-client implementations
The same automation architecture adapted to different businesses and pipelines.
Scope
- — Lead capture and normalisation across channels
- — CRM integration and pipeline automation
- — WhatsApp journey design and build
- — AI voice calling for qualification and follow-up
- — Event-driven workflow orchestration
Stack
- Meta & Google APIs
- CRM APIs
- WhatsApp Cloud API
- Realtime voice AI
- Webhooks
What it changed
- — Every lead contacted within minutes of arriving
- — Sales teams speak only to qualified, warmed leads
- — CRM data stays current without manual updates
How we ran it
- 01
Discover
Workshops, workflow mapping and a technical audit. We leave with a scoped problem statement and a success metric.
- 02
Design
Architecture, flows and interface design. You approve clickable screens before a line of production code exists.
- 03
Develop
Two-week sprints with demos, a staging environment and automated checks on every merge.
- 04
Deploy
Staged rollout, monitoring, alerting and a handover session with documentation for your team.
- 05
Scale
Experiment backlog, automation expansion and monthly reviews against the metric we agreed in step one.