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Automatic lead qualification for real estate brokerages

Ademicon set up a WhatsApp assistant to qualify leads and transfer human support as needed.

Financial services Leads Human support Automatic qualification Brokerages WhatsApp

Objective and result: Improvement in initial contact screening, with automatic qualification and human assistance triggered at the right moments, increasing the efficiency of the sales process.

How Ademicon structured this operation on WhatsApp.

Ademicon is a condominium management company that facilitates access to properties in Brazil, serving a broad customer base with various plan options and conditions. Automatically qualifying leads to optimize the sales process and improve the experience of clients interested in real estate brokerages.

The assistant interacts via WhatsApp, requesting the interested parties' email as a mandatory data for qualification. It responds to inquiries in a professional and direct tone, and transfers to human assistance when the client requests, shows dissatisfaction, asks for a special negotiation, or asks questions that require internal analysis.

01 Automatic lead qualification
02 Atendimento profissional e direto
03 Efficient transfer to human support
04 Mandatory collection of email for contact

The strategy of Leads applied to the company's goal.

See how challenge, setup, and resources connect to transform conversations into a customer service, sales, marketing, or support operation.

Ensure efficient qualification of leads and maintain the quality of initial service, respecting the specific needs of the real estate brokerage segment. Implementation of the assistant with a lead capture and qualification module, integration of clear rules for transfer to human assistance via WhatsApp, and configuration of a professional tone for automatic responses.

How the flow of Leads works on WhatsApp.

Follow the steps used by the company and understand where AI, data, and the team come into the journey.

01
The assistant requests the client's email for qualification Entry point of the journey configured by the company.
02
Answers questions with a professional tone Step connected to the goal and conversation history.
03
Transfers to human support according to configured rules Step connected to the goal and conversation history.
04
Ensures personalized service for complex cases Step connected to the goal and conversation history.

Next steps of this operation.

Importance of clear rules for transfer to human support

Value of collecting essential data for qualification

Need for a professional tone in the financial segment

Efficiency of the assistant in initial lead screening

Evaluate the inclusion of new questions for qualification, expand integrations, and continuously monitor customer satisfaction for adjustments to the assistant.

Want to structure a similar operation on WhatsApp?

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