AI Lead-Qualification Chatbot for a B2B Marketing Consultancy

Overview

Built an AI chatbot for a B2B marketing consultancy's website that qualifies inbound leads by asking about budget range, team size, and current marketing challenges before offering a discovery call booking link. Previously, the founder was taking an initial call with every inquiry regardless of fit, which ate into time better spent on paying clients. The chatbot politely redirects clearly unqualified leads to free resources instead of a sales call, while fast-tracking a booking link for leads that match the consultancy's ideal client profile. Conversation summaries are sent to the founder ahead of every booked call so they walk in already knowing the prospect's context. A B2B marketing consultancy's founder was taking an initial call with every inbound inquiry regardless of fit, eating into time better spent on paying clients. We built an AI chatbot that qualifies leads by asking about budget, team size, and current marketing challenges, redirecting clearly unqualified leads to free resources while fast-tracking a booking link for leads matching the ideal client profile. We defined the ideal client profile directly with the founder first, translating it into specific qualifying questions rather than a generic lead-scoring template. The chatbot was tested against a batch of past inquiries to confirm it would have correctly routed them before going live. Low-fit discovery calls dropped by an estimated 40%, giving the founder more time for qualified prospects and existing client work instead of taking every inbound call by default.