• Deal volume: ~4 deals/month → ~2 deals/day
• Deal size: £5–10k → £10–15k
• Implementation time: < 4 weeks
• Results timeframe: ~6 weeks post-launch
• Lead handling: Fully AI-driven outbound + nurturing
• CRM: Centralised from zero structure
• Outcome: Higher quality clients, higher fees, faster scale

Broadgate Global works with UK business owners, providing corporate services and strategic instruments, with the ability to support clients internationally.

They had:

• Strong expertise
• Proven services
• A small internal team handling inbound leads

But:

• No structured lead generation
• No outbound system
• No CRM
• Leads tracked in spreadsheets or not at all
• No consistent follow-up
• No way to scale deal flow without hiring more people

Deals were coming in – but slowly and unpredictably.

Before working with us:

• Lead generation relied on chance and referrals
• Follow-ups were inconsistent
• No visibility on pipeline or deal stages
• Human staff spent time on low-quality conversations
• Sales conversations started cold, with no context
• Pricing was constrained by lead quality

They weren’t short on ability – they were short on qualified demand.

We built a full AI-driven outbound and qualification system from scratch.

This included:

• A lead generation AI agent that sourced UK business owners who fit Broadgate’s ideal client profile
• An omnipresent AI outreach agent engaging leads across channels using a proven conversational framework
• AI trained to:
  • Start natural business conversations
  • Identify pain points
  • Qualify fit
  • Pre-frame Broadgate’s value
  • Collect key information upfront
• A two-step booking system:

• 1. Triage call (5-10 minutes) with a human to confirm fit
  2. Final decision call for qualified prospects only

• Ongoing AI nurturing between calls:
  • Answering questions
  • Sharing videos and testimonials
  • Sending reminders and confirmations
• A centralised CRM replacing spreadsheets entirely
  • Every conversation
  • Every follow-up
  • Every deal tracked properly

Humans only spoke to leads after AI had done the heavy lifting.

Within six weeks of launch:

• Deal volume increased from ~4 per month to ~2 per day
• Average deal size increased from £5–10k to £10–15k
• Lead quality improved dramatically
• Sales conversations started warm, informed, and relevant
• Pricing power increased as lead quality increased
• Internal staff stopped chasing and started closing

By controlling qualification and framing upfront, Broadgate Global didn’t just get more leads – they got better clients.