Implementation case study
Creating a Lead Generation & Follow-Up System for All Things Tech
A qualification-first lead funnel around a real TV installation promotion, plus an automated follow-up sequence that gets a fast first response before a human sales conversation.
7
Qualification questions on the lead form
Free
TV installation with qualifying TV purchase offer
CRM
Every lead routed into a defined workflow
Low voltage
Technology installation services
Before state
- Lead forms collected only a name and phone number
- No way to tell a strong project from a poor fit before the sales call
- First response depended on someone being free to call back
- No structured workflow behind incoming inquiries
The challenge
All Things Tech provides technology-related installation and low-voltage services. The challenge was creating a digital lead-generation process that collected enough information to help determine whether a prospect was actually a good fit before the sales conversation.
The campaign: free TV installation with qualifying TV purchase
We built the funnel around a real promotional campaign rather than a generic quote request. Because the offer was concrete, the form could ask for project detail without killing conversion.
- Room the installation is for
- Television size
- City
- Wall type
- Project timeframe
- Budget / readiness to purchase
- Whether the customer already has a mount
From basic lead to qualified opportunity
The additional context lets the business understand the opportunity before contacting the prospect — which job to prioritize, what to bring, and what the conversation should be about.
Basic lead
- Name
- Phone
Improved lead
- Name
- Phone
- Location
- Project type
- TV size
- Wall type
- Timeframe
- Buying intent
- Existing equipment
Automated follow-up
Automation here improves response speed and consistency — it does not replace human sales. The AI-assisted step makes contact quickly and hands off to a person for the actual sales conversation.
- Lead form
- CRM
- Short follow-up delay
- AI-assisted phone call
- SMS fallback when appropriate
- Human sales conversation
Workflow design
- CRM fields mapped to the qualification questions so context travels with the lead
- Follow-up timing tuned so contact happens while intent is still high
- SMS used as a fallback channel when a call is not answered
- Clear handoff point where a person takes over the conversation
Measured results
This is an implementation case study. The funnel and follow-up automation are live and being measured; verified performance metrics can be added here once enough campaign data exists. We do not publish estimated or projected numbers.
Screenshots & documentation
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