Holt & Sons
Sales agent
4.4 mo
to pay back
Every trade enquiry answered and qualified in minutes. Quotes over $5,000 still go to a rep.
7 weeks
to go live
82%
handled with nobody
85 people
Client size
Trade supply
Industry
The challenge
Holt & Sons got 640 trade enquiries a month and answered most of them the next day. By then, buyers had already called someone else.
What we built
A sales agent now replies within minutes, asks the five questions the reps always ask, and drafts the quote from the price list. Quotes over $5,000 wait for a rep to approve.
What happened
82% of enquiries need no one until they’re qualified. It paid back in 4.4 months, and reps now spend their mornings on calls instead of admin.
640
leads a month
7 weeks
to go live
82%
need nobody
9
errors caught
From the log
$2,100 quote
Sent
$14,000 quote
Approved
Duplicate
Caught
Owen Holt
Sales director
