About Us
The challenge: Three lead channels, zero unified system
A specialty retailer was generating a steady flow of inbound interest across three different channels: web chat, website form fills, and anonymous website visitor data captured via web ID technology. The problem wasn’t lead generation; leads were coming in. The problem was follow-through. Without an automated handoff, leads were being captured in different inboxes, contacts weren’t being created reliably, and opportunities had to be entered manually. The result was a sales team that knew leads were arriving but couldn’t see them in one place, let alone work them down a pipeline.
The solution: Automation that creates an opportunity from every inbound signal
Mitchell Media built a Custom AI Employee workflow that unified the three inbound channels into a single revenue engine:
- AI Receptionist on chat: The website chatbot qualifies the visitor, captures contact info, and pushes the conversation into the CRM.
- Form fills auto-converted: Each website form submission triggers an automation that creates the contact and an opportunity in the same step.
- Visual visitor capture: Anonymous website visitors identified via web ID are added to the CRM with a physical address attached, then enrolled in a targeted postcard automation that mails a printed piece within days of the visit.
- Opportunity creation as the trigger: For every inbound channel, the automation builds an opportunity automatically — “the gold” of the pipeline, in the team’s words.
The results: $29k closed-won and another $100k in active pipeline
The retailer now has a CRM that mirrors reality. Every interested visitor shows up as an opportunity with a dollar value attached and a clear next step.
- Closed-won revenue: $29,000 in opportunities have already converted into closed-won sales.
- Active pipeline: Nearly $100,000 sits in their pipeline, all auto-created from inbound activity.
- Sales discipline: Because the team puts a dollar value on each opportunity, the owner can prioritize follow-up and watch the pipeline mature in real time.
- Highly targeted direct mail: Instead of mailing thousands of generic postcards, the retailer mails 5–20 highly targeted pieces per month, only to people who have already visited the site.
