Business phase
A founder-led capital firm in business finance and lending was taking inbound applications from high-intent prospects. This is one angle of the same engagement featured in our named BH Capital Funding case study, where the headline metrics are reported.
The bottleneck
Once someone applied, sales had to manually notice and pick up the lead, so post-application response time was measured in hours.
The operating drag
That delay lost momentum with applicants: by the time the team reached out, the interest that drove the application had already cooled.
What we saw
The applications were high-intent inbound, and the only thing standing between an applicant and a fast first touch was the manual handoff into sales.
What we built
We built automated redirect and intake using application redirect flows, webhooks, the CRM, and Slack alerting. Each new application is surfaced to sales within minutes, with context attached, so the team can reach applicants while interest is still fresh.
Handoff
Handoff included documentation and a walkthrough so the team could run the intake flow and trust the alerts day to day.
The win
Response time moved from hours to minutes on high-intent inbound, so sales now reaches applicants while the application is still top of mind.
What came next
This intake automation is one angle of a broader engagement with the same firm, detailed in the BH Capital Funding case study.