A short overview of the project:
Challenge
Like most accounting firms, CSH Advisors traditional contact forms were proving to be a barrier to efficient communication and effective lead conversion. Before integrating a chatbot solution, CSH Advisors relied heavily on static contact forms placed on their website. These forms required prospective clients to manually input their information and inquiries, which often led to several pain points:
High Abandonment Rate: Many potential clients abandoned the forms due to their length and complexity, resulting in a loss of valuable leads.
Delayed Response Time: The manual processing of forms led to delays in response time, which negatively impacted customer satisfaction and engagement.
Limited Engagement: Static forms lacked the interactivity and engagement that modern clients expect when seeking professional services.
Inefficiency: The manual handling of forms consumed valuable staff time, diverting resources from more strategic tasks.
The solution
To overcome these challenges, we decided to implement an AI-powered chatbot solution on their website. The chatbot was designed to:
Engage Visitors: The chatbot engaged website visitors proactively, offering assistance and answering common queries in real-time.
Capture Leads: Instead of lengthy forms, the chatbot collected lead information through natural, conversational interactions. This reduced friction in the lead capture process.
Qualify Leads: The chatbot used predefined criteria to qualify leads on the spot, ensuring that only high-potential prospects were forwarded to the firm's human agents.
Provide Instant Information: The chatbot was programmed to provide instant responses to frequently asked questions, ensuring visitors received immediate assistance.
Schedule Appointments: For more advanced queries or appointment scheduling, the chatbot seamlessly connected visitors with the firm's staff, enabling quick and efficient follow-up.
More from the project
A gallery view of selected frames from the project that represent the general idea and solution.
