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Professional Services

AI-Powered HNW Lead Routing.

How an accounting firm saved 480 partner hours quarterly while improving close rates.

AI-Powered HNW Lead Routing case study
480
Partner hours saved quarterly
70%
Low-value meetings eliminated
Higher
Close rates achieved
Faster
Document collection
The Challenge

70% rejection rate on high-net-worth tax leads.

A leading accounting and advisory firm was handling hundreds of HNW tax leads with a 70% rejection rate due to pricing misalignment and lack of upfront filtering. Without automation, too many low-fit leads reached partner calendars — driving inefficiencies and blocking high-value opportunities.

  • 70% of leads rejected after partner meetings
  • Hundreds of HNW leads with no qualification
  • Partner time wasted on low-value prospects
  • No pricing alignment before meetings
  • High-value opportunities blocked by noise
The Solution

Robi® deployed as AI-driven qualification specialist.

We deployed Robi® as an AI-driven qualification specialist to automate intake, enforce pricing expectations, and route only high-scoring leads to partner calendars.

  • Intelligent Pre-Qualification — automated scoring of HNW leads against firm criteria before partner engagement.
  • Automated Lead Routing — only high-fit leads reach partner calendars, with context attached.
  • Secure Document Intake — encrypted upload and pre-meeting document collection for faster engagements.
  • Performance Tracking & Optimization — real-time visibility into pipeline health and close-rate trends.

Robi® preserved 480 partner hours quarterly, improving close rates and freeing capacity for high-value opportunities.

— Accounting Firm Leadership
Robi® Agents Deployed
Sales & Marketing Agent Operations Agent
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