Matching video enquiries to the right business, automatically
How a lead generation business automated transcribing VideoAsk responses and matching each enquirer to the right business, over a nine-month engagement.
client
A lead generation and client-matching business
industry
Lead generation
duration
9 months
lead matching, before and after
This client matches people who need a service with businesses that provide it. People describe what they need in a video answer through VideoAsk, which is personal and slow to process. Someone had to watch each video, transcribe it and decide which business fitted, and the matching was inconsistent.
Over nine months we built and refined a Make system that does it instead:
Each VideoAsk response is transcribed automatically.
Rules read the transcript and pick out what the person needs.
The person is matched to a business that fits that need.
The match and the details go into Google Sheets.
Enquiries are now processed as they arrive, and matching follows the same rules every time, so it’s more accurate. The client handles more leads in less time without adding people.
Leads and deals in Pipedrive get the right email and SMS at the right time, with every send logged. About four hours a day back for the team.
4 hours a dayMake, Pipedrive, Webhooks
Start with the audit
One week, fixed price, no commitment to anything after it. You get a map of your manual work, a costed list of what's worth automating, and an honest note about what isn't. The fee comes off the build if you go ahead.