Industry: Lead Generation & Client Matching
Project Duration: 9 months 

Overview

The client required an automation system that could handle responses from VideoAsk, a video-based form tool, and match responders with businesses that could address their specific needs. The system needed to transcribe video responses, apply logic to the content, and recommend relevant businesses based on the answers. The goal was to streamline the lead generation process and provide a quick and reliable solution for matching leads to businesses.

Challenges

Before implementing the automation, the client faced the following challenges:

• Manual response handling: Each video response required manual transcription and analysis, which was time-consuming and slowed down the lead generation process.
• Inconsistent lead matching: Matching responders to the right businesses was prone to error, leading to missed opportunities.

Solution

Tools Used: Make.com, VideoAsk

We used Make.com to create a flow that automated the entire process from transcription to lead matching:

1. VideoAsk Transcription & Logic Application
   • Transcription automation: The system transcribed video responses from VideoAsk using automated transcription tools, converting video content into text for analysis.
   • Logic-based matching: Once the transcription was completed, predefined logic was applied to identify the specific needs mentioned in the video. Based on these needs, the automation matched responders to businesses that could offer the right solutions.
2. Lead Generation & Client Matching
   • Business recommendation: The system automatically suggested businesses tailored to the responder’s needs, ensuring high-quality lead generation.
   • Speed & reliability: The flow enabled the client to quickly process incoming responses, minimising lead handling time and increasing the number of matched leads in a short period.

Implementation Process

1. Initial Setup & Planning: We identified the key parameters for matching businesses to the responders based on the video responses.
2. Development & Customization: Using Make.com, we developed the flow to handle transcription, logic application, and lead matching.
3. Testing & Optimization: The system was tested to ensure accuracy in transcription and logic processing, with ongoing adjustments to refine the business-matching criteria.
4. Deployment: The automation was deployed, providing the client with a reliable system to generate leads and revenue quickly.

Results

Quantitative Benefits:

• Faster lead generation: The system drastically reduced the time spent processing responses, allowing the client to handle more leads in less time.
• Accurate business matching: The logic-driven approach improved the accuracy of matching responders to businesses, leading to better outcomes for both parties.

Qualitative Benefits:

• Increased revenue potential: By streamlining the process, the client was able to generate leads more efficiently, translating into quicker revenue generation.
• Reliability: The automation was highly reliable, functioning smoothly and allowing the client to consistently generate leads without manual intervention.

This case study highlights our ability to deliver quick and effective automation solutions using Make.com. If you’re looking to streamline your lead generation processes, we can provide a customised solution to match your specific business needs.