Case Studies

    Real Results from Real Businesses

    See how businesses across industries are using WeLevel to capture more leads, book more meetings, and grow revenue without adding headcount.

    40%+

    Avg. Conversion Lift

    From lead to booked appointment

    100%

    After-Hours Coverage

    Never miss a call, even at 2am

    96%

    Resolution Rate

    Issues resolved on first contact

    < 1 min

    Avg. Lead Response

    Industry avg is 47+ hours

    Wealth Management Firm

    Wealth Management Firm

    Wealth Management · GrowthEdge

    The Challenge

    A national wealth management firm had two problems hiding in plain sight: inbound calls being mishandled or missed, and a CRM full of dormant leads who had never been systematically re-engaged. There was no unified outreach cadence and no reliable way to convert inbound interest into booked meetings.

    The Solution

    WeLevel deployed the full GrowthEdge system at launch, combining SalesEdge (outbound AI calling, SMS, and email automation) with MarketingEdge (AI voice receptionist and inbound booking) into a single, unified growth engine running inside a managed CRM.

    7–10x

    More booked advisor meetings

    1 in 8

    Inbound calls booked by AI

    100%

    Inbound call answer rate

    From 1–2 advisor meetings per week to 1–2 per day, fully automated from dormant CRM leads

    Read the full case study
    Family Law Practice

    Family Law Practice

    Legal

    The Challenge

    A family law practice was missing potential client calls during court appearances and mediations. Intake staff were overwhelmed with sensitive inquiries about divorce, custody, and support cases. New client onboarding took days, and emotionally distressed callers often hung up when sent to voicemail.

    The Solution

    WeLevel deployed multilingual Voice AI to handle all inbound calls 24/7 with empathetic, professional responses - automatically switching to the caller's language. The AI qualified callers by case type (divorce, custody, adoption) and urgency before scheduling consultations. An AI chatbot guided website visitors through confidential intake forms, while automated sequences collected required documents digitally.

    62%

    Faster client onboarding

    91%

    After-hours inquiries captured

    28%

    Increase in retained clients

    Compassionate AI responses build trust with emotionally distressed callers

    Home Services Company

    Home Services Company

    Home Services

    The Challenge

    A local home services company was overwhelmed with after-hours calls and repetitive service inquiries. Office staff often missed leads that came in during weekends or when all technicians were on-site. Response delays led to missed bookings and poor customer follow-up, especially during high-demand seasons.

    The Solution

    WeLevel deployed a multilingual AI Voice Receptionist to handle inbound calls 24/7 - capable of handling 200 calls simultaneously with no hold times. A Chatbot on the website instantly qualified and scheduled customers. The AI was trained to answer service-specific questions, provide quotes, and route emergency restoration calls to on-call staff. Integrated with the CRM, the system automatically logged every call, text, and chat, ensuring no lead was lost.

    15+ hrs

    Manual workload reduced per week

    52%

    Customer satisfaction increase

    35%

    Increase in booked jobs

    Staff now focuses on on-site jobs while AI handles all inbound communication

    HVAC Company

    HVAC Company

    HVAC

    The Challenge

    An HVAC company struggled with missed customer inquiries during peak hours, leading to lost opportunities and a high churn rate.

    The Solution

    WeLevel implemented the Missed Call Text Back feature, automatically sending follow-up texts to potential customers whose calls were missed. The integration of the CRM and automated email sequences ensured that leads were nurtured over time.

    40%

    Increase in lead conversion rates

    30%

    Enhanced customer retention

    10 hrs

    Saved per week for technicians

    Personalized engagement and review management drove retention gains

    Manufacturing Recruitment Agency

    Manufacturing Recruitment Agency

    Recruitment

    The Challenge

    A manufacturing recruitment agency faced challenges with lead nurturing, delayed responses, and fragmented systems, causing low hiring conversions.

    The Solution

    WeLevel deployed its Customer Acquisition Hub, including automated landing pages, email marketing, and SMS communication. These tools streamlined candidate onboarding and kept potential hires engaged through automation.

    30%

    Faster response times to candidates

    20%

    Increase in conversion rates

    $6K/yr

    Saved by consolidating vendors

    High-quality talent captured promptly through automated pipeline management

    Financial Services Provider

    Financial Services Provider

    Financial Services

    The Challenge

    A financial services provider faced difficulties in converting their paid traffic and managing fragmented marketing tools, which resulted in high costs per conversion and inefficiencies.

    The Solution

    Using WeLevel, the company created new funnel pages that had automated text messaging which included a calendar link in the message and booked 40% more qualified sales meetings (not just leads filling out a form).

    40%

    More qualified sales meetings

    25%

    Reduction in acquisition costs

    20%

    Revenue growth in 6 months

    50% higher customer engagement via tailored messaging and automated follow-ups

    Handyman Service

    Handyman Service

    Home Services

    The Challenge

    A handyman service struggled with inconsistent inbound call handling, missed opportunities outside of business hours, and limited staff capacity to keep up with follow-ups. This led to lost leads, gaps in caller information, and delays in getting customers scheduled.

    The Solution

    The team implemented Lisa, a friendly and professional Voice AI Virtual Support Specialist designed to streamline every inbound call. Lisa intelligently adjusts responses based on business hours, distinguishes between new and existing customers, validates service areas by zip code, and captures essential details.

    38%

    More jobs booked per month

    474

    Calls answered in first 3 months

    100%

    Consistent, professional call handling

    Time-aware responses ensure zero missed opportunities, even on weekends and holidays

    Specialty Grocery Retailer

    Specialty Grocery Retailer

    Retail

    The Challenge

    A specialty grocery retailer was overwhelmed with customer inquiries about store hours, product availability, and rewards program questions. Staff spent hours each day answering repetitive calls, leaving checkout lines understaffed during peak hours.

    The Solution

    WeLevel deployed Voice AI to handle inbound calls 24/7, answering FAQs about store hours, weekly specials, and rewards balances. A website chatbot helped customers check product availability and sign up for the loyalty program without staff intervention.

    1,840

    Calls handled by Voice AI in 90 days

    71%

    Inquiries resolved without staff

    12 hrs

    Staff time saved per week

    Checkout staff now focus on customers instead of answering phones

    B2B Consulting Agency

    B2B Consulting Agency

    Consulting

    The Challenge

    A B2B consulting agency struggled with slow response times to inbound leads, especially from paid ads. Missed calls and delayed follow-ups caused qualified prospects to drop off.

    The Solution

    The firm deployed Voice AI to answer all missed calls and instantly text back leads with a calendar link. An AI chatbot on the website handled FAQs, pricing ranges, and service overviews. All leads entered automated follow-ups that nurtured prospects for 7 days.

    42%

    Increase in booked meetings

    100%

    After-hours calls handled by AI

    31%

    Web visitors converted to leads

    Saved 8+ hours/week previously spent on manual follow-ups

    SaaS Company

    SaaS Company

    B2B Software

    The Challenge

    A SaaS company selling workflow automation tools experienced low demo-booking rates from inbound traffic and slow lead qualification.

    The Solution

    Voice AI pre-qualified inbound calls by collecting company size, role, and use case before routing to sales. The chatbot on the pricing page answered objections in real time and pushed visitors to schedule demos. Automated sequences re-engaged abandoned leads.

    50%

    More demos booked

    70%

    Reduction in qualification time

    20%

    Lift in pipeline from reactivation

    Chatbot resolved 65% of pre-sales questions automatically

    Facilities Management Company

    Facilities Management Company

    Facilities Management

    The Challenge

    A facilities management company missed inbound service requests from property managers, especially after-hours. The team also struggled with qualifying job urgency and gathering details.

    The Solution

    Voice AI answered calls 24/7, asked qualifying questions (location, size, urgency), and routed emergencies instantly. The chatbot on the company's portal helped property managers submit maintenance requests and check service availability.

    44%

    Increase in captured service requests

    Zero

    Missed after-hours emergencies

    55%

    Reduction in support questions

    Technicians received cleaner, pre-qualified job details

    Marketing Agency

    Marketing Agency

    Agency

    The Challenge

    A fast-growing marketing agency struggled to manage client inquiries, onboarding questions, and lead qualification for their own sales pipeline. High call volume and repetitive questions pulled account managers away from billable work.

    The Solution

    The agency implemented Voice AI to handle all missed calls and route client questions instantly. An AI chatbot was added to the agency website and proposal pages to answer service FAQs, explain packages, and pre-qualify leads before routing them to sales. Automated follow-ups nurtured leads for 14 days.

    36%

    Increase in qualified inbound leads

    78%

    Routine questions handled by Voice AI

    22%

    Proposal visitors converted to calls

    Account managers saved 12+ hours/week, allowing more focus on client delivery

    WeLevel Internal

    WeLevel Internal

    SalesEdge Outbound SDR

    The Challenge

    WeLevel had a list of more than 600 dormant podcast leads. These contacts had previously engaged but never booked a call, gone cold over time, or stalled due to lack of consistent follow up. Manual re-engagement would have required significant SDR time, repeated dialing, and structured follow-ups, pulling resources away from active opportunities and closing efforts.

    The Solution

    WeLevel deployed SalesEdge Outbound SDR to systematically reactivate dormant leads. SalesEdge placed automated outbound calls using natural, conversational AI to re-engage prospects, qualify interest, and book meetings directly to the calendar. Every call outcome was automatically logged in the CRM, ensuring full visibility and no leads slipping through the cracks.

    38%

    Connect rate on dormant leads

    15-18%

    Booking rate of connects

    ~5%

    Overall lead to booked call rate

    AI-powered outbound SDRs amplify sales teams by working the leads humans don't have time to chase

    B2B Sales Organization

    B2B Sales Organization

    SalesEdge Outbound SDR

    The Challenge

    A B2B sales organization struggled to maintain consistent outbound follow-up across large prospect lists. SDRs spent hours dialing, leaving voicemails, and managing sequences, which limited live conversations and slowed pipeline velocity.

    The Solution

    The organization implemented SalesEdge Outbound SDR to scale outbound prospecting while preserving a human, conversational experience. SalesEdge handled outbound calls to cold and warm prospects, qualified intent in real time, and booked discovery calls directly for account executives. Every interaction was logged into the CRM to keep handoffs clean and predictable.

    33%

    Connect rate across prospect lists

    20%

    Booking rate of connects

    6-7%

    Overall lead to booked meeting

    AI-powered outbound SDRs increase pipeline velocity by turning more conversations into meetings, without increasing headcount

    Results Across Industries

    WeLevel works with service businesses, professional practices, and agencies across multiple industries.

    Home ServicesHVACRecruitmentFinancial ServicesRetailConsultingB2B SoftwareFacilities ManagementAgencyLegalSalesEdge Outbound SDR

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