3X Qualified Leads Without Hiring: AI-Powered MCA Qualification
Automated outbound system that qualifies leads 24/7 and cut document collection from 5 days to 1.5
The Manual Calling Ceiling
Jami Consulting's MCA client had a scaling problem: their sales team was the bottleneck.
Manual outbound calling meant:
- Limited lead volume (only as many calls as reps could make)
- Inconsistent qualification (different reps asked different questions)
- Hours wasted on unqualified leads
- Zero coverage outside business hours
- Document collection taking 5+ days on average
- Leads falling through the cracks
The Jami Consulting team knew that hiring more reps wasn't the answer. They needed a system that could qualify leads while their client's team focused on closing deals.
A 24/7 Qualification Engine
We built an AI-powered outbound sales system integrating voice AI, workflow automation, CRM tracking, and email sequences into a unified lead qualification engine.
System Architecture:
1. Retell AI Voice Agent
Conducts outbound qualification calls, handles objections, collects initial application data. Sounds natural, follows script perfectly every time.
2. Make.com Workflow Orchestration
Routes leads through conditional logic based on call outcomes. Syncs data across all platforms automatically.
3. HubSpot CRM Integration
Tracks full customer journey from cold call → document submission → funding decision. Every interaction logged.
4. Smartlead Email Sequences
4 conditional sequences trigger based on call outcome: Qualified leads → Fast-track; Objections → Nurture; No-answer → Re-engagement; Incomplete → Document reminders.
5. Automated Document Collection
Bank statement upload system with HubSpot file attachment. Automated reminders until documents received.
Key Technical Features:
- TCPA Compliance: Call recording and consent handling built in for regulatory requirements.
- Edge Case Handling: Hung-up calls, API timeouts, duplicate lead detection, and fallback workflows ensure nothing breaks.
- Error Monitoring: Dashboard catches API failures and webhook issues before they impact operations.
- Maintainable Architecture: Non-technical team manages everything post-launch via documented Make scenarios.
The Numbers That Matter
Operational Impact:
- Unlimited concurrent calls without adding headcount
- Consistent qualification — AI follows script every time
- Sales team focuses on closing, not chasing
- Full visibility into pipeline via CRM
- 100% data capture (every call logged and transcribed)
- Zero lead leakage
Under the Hood
- Voice AI: Retell AI with custom scripts for MCA qualification questions
- Workflow Engine: Make.com scenarios with conditional routing based on call disposition
- CRM: HubSpot with custom properties for MCA-specific data points
- Email: Smartlead sequences with behavioral triggers
- Compliance: TCPA-compliant recording, consent capture, audit trails
Timeline: 3 weeks (21 days)
Investment: $2,500 fixed price
Deliverables:
- Retell AI voice agent with custom scripts
- Make.com automation scenarios
- n8n backup workflows
- HubSpot CRM configuration
- Smartlead email sequences (4 conditional sequences)
- Document collection system
- Error monitoring dashboard
- Documentation and video walkthrough
- 14-day bug support
Still qualifying leads manually?
Let's build a system that works while you sleep.